Integrate Salesforce with HubSpot

Name: Appy Pie Connect
Rating: 4.9 (3174 reviews)

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

No code
No Credit Card
Lightning Fast Setup

20 Million man hours saved

Award Winning App Integration Platform

Capterra Ease of Use for Application Development 21-Oct

GetApp Category Leaders for No Code Platform Oct-21

Software Advice Frontrunners for No Code Platform Oct-21

Salesforce Integrations

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.

About HubSpot

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

HubSpot Integrations

HubSpot Alternatives

Looking for the HubSpot Alternatives? Here is the list of top HubSpot Alternatives

Zoho CRM
Pipedrive
Drip
ActiveCampaign
Freshsales
GetResponse
Sendinblue
EngageBay
SharpSpring

Best Salesforce and HubSpot Integrations

Google Sheets + Salesforce
Create custom Salesforce objects from new rows on Google Sheets Read More...

Close
When this happens...

New Spreadsheet Row

Then do this...

Create Custom Object
Salesforce is one of the most recognized customer relationship management platforms and has become the backbone of modern businesses across the world. So, make better use of your Salesforce by integrating it with Google Sheets. Once this integration has been set up, each time a row is added on Google Sheets, Appy Pie Connect automatically picks the information from that row and sends to Salesforce where a custom object will be created as per your specifications.

How This Integration Works
Triggers when a new row is created on Google Sheets

This Connect creates a custom object (according to your specifications) on Salesforce
What Is Needed For Integration
A Google Sheets account

A Salesforce account
Google Sheets + Salesforce
Add leads to Salesforce picking information from new rows on Google Sheets Read More...

Close
When this happens...

New Spreadsheet Row

Then do this...

Create Lead
Keep your team informed and collaborate better by connecting your Google Sheets with Salesforce. This Connect is designed to help businesses grow by managing their workflow efficiently. Once this integration has been set up, each time a row is added on Google Sheets, Appy Pie Connect automatically picks the information from that row and adds it to Salesforce as a lead. Note: It doesn’t add leads from existing rows in your Google Sheets, but will add a lead for every new row after the integration has been set up.

How it Works
A new row is added on Google Sheets

Appy Pie Connect automatically adds a lead on Salesforce
What You Need
A Google Sheets account
A Salesforce account
Google Calendar + Salesforce
Send new Google Calendar events to Salesforce as new events. Read More...

Close
When this happens...

New Event

Then do this...

Create Event
If you're a sales representative, you might spend a lot of time on Salesforce managing your leads, accounts, contacts, and opportunities. While staying on Salesforce throughout the day, you might forget other jobs in the pipeline like meetings, video calls, etc. Now, you can stay on top of your schedule by integrating Google Calendar with your Salesforce account. Once this Google Calendar to Salesforce integration has been setup, all Google Calendar events will be sent to Salesforce as new events, reminding you of what’s coming up next on your schedule.

How It Works
A Google Calendar event is created.

Appy Pie Connect automatically sends that event to your Salesforce account
What You Need
A Google Calendar account

A Salesforce account
Stripe + Salesforce
Save charges from Stripe as opportunities in Salesforce Read More...

Close
When this happens...

New Charge

Then do this...

Create Opportunity
Efficiently manage sales opportunities with Stripe Salesforce integration. Once you set this Connect up, whenever a new charge is made in your Stripe account, a new opportunity would automatically be created in your Salesforce account.

How This Connect Works
A new Stripe charge occurs

Appy Pie Connect adds a new opportunity in Salesforce
What You Need
A Stripe Account

A Salesforce account
Paypal + Salesforce
Automatically add new Salesforce contacts from successful sales on PayPal Read More...

Close
When this happens...

Successful Sale

Then do this...

Create Contact
Automate the follow up process with Appy Pie Salesforce & PayPal integration, and overcome the hassle of copy-pasting the customer’s information manually. After this Connect is active, every time a new successful purchase is made on your PayPal account, a new contact is automatically created in your Salesforce account, corresponding to the sale.

How This Integration Works
A new sale is made on PayPal account

Based on the sale, Appy Pie Connect automatically adds a new contact to Salesforce account
What Do You Require
A PayPal Account

A Salesforce Account
Salesforce + {{item.actionAppName}}
{{item.message}} Read More...

Close

When this happens...

{{item.triggerTitle}}

Then do this...

{{item.actionTitle}}

Connect Salesforce + HubSpot in easier way

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

Triggers

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.
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.

Actions

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.
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 Form Submission

Creates a new Submission for a selected form.
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

Show All

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Salesforce & HubSpot Integrations Work

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

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick HubSpot as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Salesforce to HubSpot.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and HubSpot

Salesforce is a cloud-based software and customer relationship management system which is used to store information and data about customers, leads, products, services, accounts, opportunities and activities. HubSpot is a customer relationship management platform which was initially created for inbound marketing. The company has its headquarters in Cambridge, Massachusetts. It was founded by Brian Halligan and Dharmesh Shah in June 2006. In June 2017 it was spd to Inbound Marketing Group for $1.7 billion. The HubSpot CRM is an integrated spution for sales and marketing. Customers can use the CRM to market their products and services online as well as to track their sales pipeline. HubSpot CRM provides a complete view of sales pipeline, marketing efforts and customer interactions. Salesforce and HubSpot combined make an effective customer relationship management system that helps businesses to have a good grasp on their customers’ needs and requirements.

Integration of Salesforce and HubSpot

In October 2015, Salesforce announced the acquisition of Intercom for $860 million. Intercom is a customer communication platform. It allows business users to communicate with their customers directly through their applications. Intercom provides features such as messaging, live chat and email support to manage all customer communication channels. This acquisition will help Salesforce to combine the customer communication with its in-app functions like analytics and CRM systems.

HubSpot CRM acts as a component for Salesforce CRM, connecting the two systems with each other. It enables automatic updates from Salesforce to HubSpot, so that sales leads are automatically added to HubSpot, and contact information from HubSpot is also synchronized with Salesforce. With this integration, sales representatives can access vital information about deals, contacts, leads, activities and emails by logging into the hubspot account as well as using Salesforce login credentials. This integration allows users to access data from Salesforce without leaving the Hubspot account. This integration makes it easier for business users to track the status of a deal or campaign from beginning to end.

Benefits of Integration of Salesforce and HubSpot

Salesforce and HubSpot CRM help businesses to increase revenue and improve productivity by cplaborating with their customers easily. Customer data is conspidated in one place so that businesses can cater to each individual customer’s needs more effectively. By synchronizing the data between the two systems, businesses can provide better service to customers by meeting their needs faster. Using both these tops together allows companies to utilize all available resources effectively and save money in the process. Businesses can easily integrate new employees into the sales process without having to spend time training them on the different tops because they will already know how to navigate both systems.

The process to integrate Salesforce and HubSpot 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.