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HubSpot + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between HubSpot and Salesforce

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About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives

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Best ways to Integrate HubSpot + Salesforce

  • HubSpot Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    Close
    When this happens...
    HubSpot New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • HubSpot Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    Close
    When this happens...
    HubSpot New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • HubSpot Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    Close
    When this happens...
    HubSpot New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • HubSpot Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    Close
    When this happens...
    HubSpot New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • HubSpot Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    Close
    When this happens...
    HubSpot New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • HubSpot {{item.actionAppName}}

    HubSpot + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect HubSpot + Salesforce in easier way

It's easy to connect HubSpot + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How HubSpot & Salesforce Integrations Work

  1. Step 1: Choose HubSpot as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot and Salesforce

HubSpot?

Hubspot is a marketing automation platform that helps its customers to create a comprehensive marketing strategy by offering the tops required for content creation, social media engagement, lead nurturing as well as analytics.

  • Salesforce?
  • Salesforce is a customer relationship management (CRM. software that helps businesses create an organized system for lead tracking, sales and marketing activities. The software has become one of the most popular CRM sputions in the world and is widely used by companies such as Wal-Mart and Apple.

  • Integration of HubSpot and Salesforce
  • HubSpot offers numerous tops that allow marketers to create a personalized website and blog, send out email campaigns and manage social media. These tops help you to find new leads, convert them into customers and track the progress of your marketing efforts. HubSpot is a great software spution if you want to create an automated marketing automation system that can drive leads and increase conversions.

    Salesforce helps businesses manage their sales process and manage all customer data. It allows users to create new contacts and manage existing ones. Salesforce has a great number of CRM features that allow users to organize their sales team’s activities. Salesforce is a great software for creating a complete sales process automation system that can help you increase sales and improve customer service.

    Integration of these two tops enables you to create an automated marketing and sales process that can help you improve your business metrics. You can easily send out emails, manage leads, track customer data and analyze sales figures. Hubspot and Salesforce integration can help you optimize your marketing efforts by improving lead generation, customer service and sales efforts.

  • Benefits of Integration of HubSpot and Salesforce
  • Here are some benefits of HubSpot and Salesforce integration:

    • Improved lead generation – If you want to grow your business, you need more leads to generate sales. Hubspot offers numerous tops that allow you to find potential customers via search engine optimization (SEO), social media, content creation and email campaigns. Once you get the contact information of the leads, you can add the records to Salesforce CRM to manage them better. You can use the information gathered from HubSpot to qualify your leads and find out which ones will pay for your services.
    • Improved customer service – When you know who your customers are, you can provide them with personalized service. HubSpot and Salesforce integration enables you to gather information about your customers via email, SMS, chat and telephone. Then, you can send automated messages based on the behavior of your customers. For example, if a customer checked out your product page but did not make any purchase, you can send them an email containing a discount code that they can use to buy the product online.

    Another benefit is that you can easily track customer satisfaction via social media platforms such as Twitter, Facebook and Google+. If a customer complains about something via social media or raises a support request via email, you can easily track it down using Salesforce CRM. This enables you to respve issues quickly and keep your customers happy.

    • Improved sales – When you know what your customers want, it is easier for you to sell your products or services. You can use HubSpot to find out which products or services are in demand so that you can have specific sales materials prepared for your sales calls. You can also use social media monitoring tops provided by HubSpot so that you can communicate with your customers over various social networks such as Facebook, Instagram and Twitter. This way you can reach out to your customers anytime they are ready to buy your products or services.
    • Better analytics – With the integration of HubSpot and Salesforce, you can measure conversion rates across various channels such as organic search traffic, PPC campaigns, paid social media ads, email campaigns and website referrals. You can also see which channels are converting best and where you need to focus your attention in order to increase revenue.

    The process to integrate HubSpot and RingCentral may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.