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The Benefits of Integrating HubSpot with Salesforce CRM

Learn why HubSpot is a popular marketing automation tool for Salesforce CRM users.

If you want to bolster your Salesforce CRM‘s capabilities, marketing automation software offers powerful tools to expand your efforts and qualify more leads. Although Salesforce’s open API is flexible enough for various marketing automation tools, HubSpot Marketing Hub offers a host of unique benefits for Salesforce users.  

Read on to discover the benefits of integrating the world’s number one CRM with marketing automation software from a content marketing king.  

How Does HubSpot Integrate with Salesforce? 

HubSpot’s integration with Salesforce is bidirectional, with data syncing from Salesforce every 10–15 minutes based on triggering actions and events. Actions by contacts that trigger syncs include: 

  • Submitting forms 
  • Receiving, opening, and clicking on links in an email 
  • Scheduling meetings  
  • Making or receiving phone calls 

Activities within contact records can also trigger syncs, such as when users create or update: 

  • Notes 
  • Documents 
  • Tasks 
  • Account data and values 

Keep in mind that users can toggle which activities trigger syncs and which do not. 

What Data Syncs Across HubSpot and Salesforce? 

HubSpot and Salesforce label identical fields differently, though the data within the categories is the same. This table shows which data flows to which categories: 

HubSpot Field Salesforce Field
Contact Lead & Contact
Company Account
Deal Opportunity
Task Task

What are the Benefits of Integrating HubSpot and Salesforce? 

If you already use Salesforce, you might be considering Salesforce Marketing Cloud Account Engagement (formerly known as Pardot) as your marketing add-on. While Pardot is native to Salesforce, its features are narrow in scope. Salesforce Marketing Cloud Account Engagement focuses on specific aspects of customer journeys, and if you want additional marketing features, you’ll only have a select number of preexisting integrations to choose from. 

On the other hand, HubSpot Marketing Hub offers a full suite of marketing automation tools that handles every part of the customer journey, from building brand awareness to upselling and cross-selling existing customers.  

You can easily integrate HubSpot Marketing Hub with your existing Salesforce product because that’s what it was made for—the HubSpot team built this native integration to gain more visibility between their CRM and marketing automation solutions. This means the connection between HubSpot and Salesforce is incredibly robust and receives direct support from the HubSpot team. 

By integrating HubSpot with Salesforce, you will: 

  • Enable sales and marketing team collaboration with lead intelligence and synchronized data 
  • Save time on lead scoring with insights on which leads to prioritize 
  • Improve marketing campaigns with personalized outreached based on CRM data 

Reasons to Choose Cargas as Your HubSpot and Salesforce Integration Partner 

Our CRM team has real-world experience in sales and marketing, with specialists in HubSpot’s marketing automation tools and Salesforce’s robust CRM platform.  

Plus, if you need a tailored integration to handle your unique business processes, our in-house customization team can work with you to find integrations, add-ons, and other special tools to satisfy your needs.  

We won’t fade into the background after your integration; our purpose of Shared Success means we’re dedicated to your business now and in the future. Your growth and success are ours, too—we’re in this together!  

HubSpot_Marketing_Software

Elevate your Marketing Automation Software

Intrested in integrating HubSpot Marketing Hub into your Salesforce CRM software?  Watch our HubSpot Marketing Hub integration Demo with Salesforce.

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