Integrate Salesforce with HubSpot to automate your work
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Zapier makes it easy to integrate Salesforce with HubSpot - no code necessary. See how you can get setup in minutes.
Select a trigger from Salesforce
Setup an action from HubSpot
That’s it! You just connected Salesforce to HubSpot
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Frequently Asked Questions about Salesforce + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and HubSpot
What is the first step in integrating HubSpot with Salesforce?
The first step in integrating HubSpot with Salesforce is to ensure that both platforms are properly set up and that you have the right permissions. From there, you can set up triggers in HubSpot to sync contacts, leads, or companies to Salesforce. Our integration process assists with mapping fields between the two applications.
How do triggers function within the HubSpot and Salesforce integration?
Triggers in our integration allow you to specify an event in HubSpot, such as a new contact being created or updated, which then initiates an action within Salesforce. For instance, once a contact is created in HubSpot, we can automatically push that information into Salesforce as a new lead.
Can workflow automations from HubSpot be mirrored in Salesforce?
Yes, using our integration tools, specific workflow automations triggered in HubSpot can result in corresponding actions within Salesforce. For example, if a deal stage changes in HubSpot, that can be mirrored as an opportunity update in Salesforce.
How frequently do data syncs occur between the two platforms?
The frequency of data synchronization between HubSpot and Salesforce depends on your specific configuration. By default, we offer real-time syncing where possible but also support scheduled daily updates for less time-sensitive data.
Are there any limitations on data fields when integrating HubSpot with Salesforce?
While most standard and custom fields can be mapped during integration setups, some limitations exist around special field types or very large custom objects. We recommend checking compatibility during your setup process.
What happens if there's a conflict between data values in both systems?
In cases of conflicting data between HubSpot and Salesforce, we provide options for reconciliation rules which determine which system's value takes precedence. You can set these rules based on your business priorities.
Is it possible to integrate only specific objects or data points from HubSpot with Salesforce?
Yes, our integration setup allows for selective syncing so you can choose specific objects or data points from HubSpot to be integrated with Salesforce based on criteria like lead status or contact properties.
Connect Salesforce and HubSpot to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Connect Salesforce and HubSpot to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
