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5 Key Features of HubSpot Salesforce Integration

By Aman Bhati

5 min

December 4, 2023

HubSpot and Salesforce have been the pioneers in building reliable and trustworthy CRM platform. While HubSpot approaches from a marketing perspective that generates and nurtures leads, Salesforce is a customizable platform for leveraging data points and tracking customer interactions.

HubSpot was founded with a vision to propagate the idea of inbound marketing and spread more empathy amongst sales and marketing professionals. Salesforce is a customer-relationship management platform introduced in 1999

Why choose one out of both of them when you can enhance business outcomes with HubSpot Salesforce integration?

The HubSpot Salesforce feature native integration allows both platforms to coordinate with each other seamlessly.

In this blog, you will learn about

Why choose HubSpot Salesforce integration
Key features and functions of the HubSpot SFDC integration
Crucial considerations before making the transition

And everything you need to know about the HubSpot Salesforce integration.

Why should you consider HubSpot SFDC integration?

HubSpot is a comprehensive CRM platform that can be used for various purposes. Use the HubSpot CRM for:

Contact management
Email marketing
Lead generation
Customer Service
Sales Pipeline Management
Marketing Automation

Salesforce CRM can be used for the following purposes:

Improving Sales processes
Managing Online Commerce
Analytics and Reporting
Elevating Customer Service and Support
Single- source for Customer data
Marketing and Campaign management

Both HubSpot and Salesforce offer a full suite of CRM services, but their approach to services differ.

With the HubSpot SFDC integration, the app help you extend the capabilities of your customer relationship software significantly. HubSpot’s evolved skills in marketing paired with Salesforce’s distinguished CRM features help to create a powerful tool to build customer relationships.

There are many practical use-case scenarios with the HubSpot and Salesforce integration that can help you extend the capabilities of any individual CRM tool you use.

For example, a company that is planning to launch an omnichannel marketing campaign can easily nurture leads across multiple platforms and capture this lead engagement data across different platforms on Salesforce.

With just one HubSpot integration, you will be able to improve the efficiency of your sales and marketing teams and direct their efforts towards more high-value activities such as creating a targeted marketing campaign.

Streamline sales funnel and provide sales teams with detailed lead information through real-time strategy adjustments.

Key Features and Functions

There are a couple of tempting features and functions of the HubSpot Salesforce integration, a highly functional HubSpot integration, that you can leverage. They are:

1. Centralized Customer Data Management

Most organizations today invest in a number of apps and tools to enhance their interaction capabilities with customers. They use various platforms from social media, email, websites, and calls.

Though using several practices is crucial because different tools offer varied services and advantages, it makes it a cumbersome process. Vital data is spread over many applications and your team is required to put in a lot of time to collect the data and turn it into actionable steps.

With the help of HubSpot Salesforce integration, you can easily enable teams to have a centralized location for all your data.

Salesforce’s Customer 360 helps teams craft a hyper-personalized customer experience and with the ability to exchange that information with HubSpot, you are essentially allowing your system to get new customers more easily.

2. Sales and Marketing Alignment

Aligned sales and marketing efforts help companies to streamline their process.

When the processes of sales and marketing teams are more aligned, it helps customers avoid the bottlenecks in the onboarding journey.

The streamlined pipeline makes it easier for the marketing team to craft a user experience according to the next assumed steps in the sales process. Moreover, the sales team can put real-time data from the marketing efforts into good use to understand customer behavior better and help them convert.

Moreover, through such conversations, the sales teams can get access to highly qualified leads who are more likely to convert.

3. Accessing HubSpot Intelligence from Salesforce

With the HubSpot Salesforce integration, your sales teams can gain access to highly valuable insights while engaging with potential customers.

Sales teams can easily access the lead’s score getting access to the amount of interest a particular lead score. This new information can help them craft a better sales process according to the interest shown by the customers.

They can also assess customer behavior by knowing how the customer has interacted with which marketing activities.

4. Reactivate Engagement with Dormant Contacts

HubSpot Salesforce integration offers the ability to re-engage with contacts that might have lost interest. You can get the information to these customers through the high-quality data that the HubSpot Salesforce integration provides.

Re-igniting the interests of a customer is a strategic move employed by many leading brands as it delivers great results. You can send exclusive discounts, information, or nurturing messages to dormant customers and turn them into active and loyal customers.

5. Improved Customer Experience

Customer experience sits at the heart of the Salesforce HubSpot integration.

If you were looking for that one tool to help you build a better customer experience, HubSpot Salesforce integration is just the right thing for you.

Consolidate customer information from both platforms and gain a better understanding of the customer’s perspective. Deliver a more personalized experience by executing more targeted marketing campaigns that align with customer preferences.

Now that you know what crucial advantages the HubSpot SFDC integration offers, let’s understand the implementation considerations.

Implementing a HubSpot-Salesforce integration

We hope that you are already pumped up and excited to execute the HubSpot Salesforce integration and see its benefits for yourself.

If you are, we have good news for you.

It is an easy yet highly rewarding process. Here are key considerations you need to make before you make the move:

Keep your essential account access permissions in your HubSpot account.
Have a Salesforce edition that provides API access like Salesforce Professional.
Get administrative privileges in Salesforce as a system administrator.
Get the following administrative permission in your Salesforce profile: API Enables, View Setup, and Configuration enabled, and Modify All on the objects that you want to sync with HubSpot (accounts, campaigns, contacts, leads, or opportunities).

We can help you with HubSpot Salesforce integration

The key features and functions we mentioned should have incentivized you enough to explore the integration more. TRooInbound provides professional HubSpot website design and development services.

If you do and find that the HubSpot salesforce integration will award you with a bang-for-buck interface that gets you closer to your goals, then don’t delay implementing the solution right away.

As a HubSpot partner, we have seen many businesses work with a HubSpot Salesforce Integration and find it very valuable in strengthening their bond with the customers.

If you want to power up your business processes from two leading CRM suites, then we are here to help you do just that.

With a custom plan crafted to your business requirements, we can help you 2x the ROI from your CRM tools with just one HubSpot integration.

At TRooInbound, we provide a full suite of HubSpot services including HubSpot custom integration, HubSpot website design, and HubSpot integration catered to your business requirements.

Interested to know more about how the HubSpot Salesforce integration works?

Switch From Conversion Funnel To Flywheel

Public Relations As Inbound Marketing

Why should you consider HubSpot SFDC integration?
Key Features and Functions
Implementing a HubSpot-Salesforce integration
We can help you with HubSpot Salesforce integration

Aman Bhati

Aman Bhati is a Digital Marketing Manager, possesses a diverse range of skills and knowledge to effectively tackle a broad spectrum of digital marketing challenges. His expertise extends from the development of project strategies and timelines to the optimization of website design and content, conducting comprehensive market research, and efficiently setting up and managing paid advertising campaigns.

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