Integrate Salesforce with HubSpot

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

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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
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Best Salesforce and HubSpot Integrations

  • Salesforce Integration Salesforce Integration

    Google Sheets + Salesforce

    Create custom Salesforce objects from new rows on Google Sheets Read More...
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    When this happens...
    Salesforce Integration New Spreadsheet Row
     
    Then do this...
    Salesforce Integration 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
  • Salesforce Integration Salesforce Integration

    Google Sheets + Salesforce

    Add leads to Salesforce picking information from new rows on Google Sheets Read More...
    Close
    When this happens...
    Salesforce Integration New Spreadsheet Row
     
    Then do this...
    Salesforce Integration 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
  • Salesforce Integration Salesforce Integration

    Google Calendar + Salesforce

    Send new Google Calendar events to Salesforce as new events. Read More...
    Close
    When this happens...
    Salesforce Integration New Event
     
    Then do this...
    Salesforce Integration 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
  • Salesforce Integration Salesforce Integration

    Stripe + Salesforce

    Save charges from Stripe as opportunities in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Charge
     
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    Salesforce Integration 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
  • Salesforce Integration Salesforce Integration

    Paypal + Salesforce

    Automatically add new Salesforce contacts from successful sales on PayPal Read More...
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    When this happens...
    Salesforce Integration Successful Sale
     
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    Salesforce Integration 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 Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{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

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

How Salesforce & HubSpot Integrations Work

  1. Step 1: Choose Salesforce 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 HubSpot 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 Salesforce to HubSpot.

    (2 minutes)

  6. 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.