Configuring HubSpot's native connector
HubSpot's native integration with Salesforce is powerful and comprehensive. Setting it up is complex.
We've got plenty of experience with these integrations, so we can ensure the correct data flows, and customise the integration to align with your use of Salesforce.
We'll make sure your HubSpot and Salesforce systems play nice and support seamless lead management across the whole lifecycle. Our approach includes:
- Running workshops with your team so they understand how the integration will work
- Aligning and mapping objects, fields and properties across the two systems
- Configuring your inclusion list so that the right contacts, companies and deals synchronise
- Helping you build HubSpot workflows and Salesforce processes to aid alignment
- Configuring Salesforce to show HubSpot behaviour data