Integrating HubSpot with Salesforce can provide businesses with a range of benefits, from automated lead generation and qualification to streamlined marketing campaigns and improved customer service. By leveraging the strengths of both platforms, businesses can achieve better results and drive growth and success.

Benefits of Integrating HubSpot with Salesforce:
  • Centralized Data Management System: By integrating HubSpot with Salesforce, businesses can create a centralized data management system, ensuring that their data is accurate and up-to-date. This means that businesses can avoid manual data entry and have a complete view of their customers' interactions with their brands.
  • Automated Lead Generation and Qualification: HubSpot workflows can be used to automatically generate and qualify leads, which can be integrated with Salesforce. This ensures that sales teams are focusing on the most qualified leads, resulting in more effective sales cycles. (See Example below:)Screen Shot 2023-03-24 at 2.29.42 PM
  • Streamlined Marketing Campaigns: HubSpot workflows can be used to create targeted and personalized marketing campaigns based on customer data, which can be integrated with Salesforce. This results in more effective marketing efforts and higher conversion rates.
  • Improved Customer Service: Salesforce's customer service capabilities can be integrated with HubSpot, allowing businesses to provide a seamless customer experience. This means that customer service teams can have access to all relevant customer data, resulting in faster and more effective issue resolution

The Integration also includes a view into HubSpot's Lead Scoring functionality, which not only calculates a Lead Score but also allows salespeople to track customer engagement and other activities. This view can be easily displayed inside of a Salesforce Record, streamlining the follow-up process.

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Using the HubSpot Workflows tool, businesses can create automated tasks for their sales team to follow up with contacts when they submit a form. This means that businesses can ensure that every lead is properly followed up and that the sales team is using their time effectively: 

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Technical Features:
  • Automatic lead creation in Salesforce when a lead is created in HubSpot
  • Automatic lead assignment to sales reps in Salesforce based on lead criteria
  • Syncing of HubSpot contacts and leads with Salesforce contacts and leads
  • Bi-directional syncing of data between Salesforce and HubSpot
  • Mapping of HubSpot deal stages to Salesforce opportunity stages
  • Integration of HubSpot's marketing automation with Salesforce
  • Integration of Salesforce's customer service capabilities with HubSpot
Why Choose Elemento to integrate HubSpot with Salesforce?

Elemento specializes in both HubSpot and Salesforce and possesses a comprehensive understanding of the unique strengths and capabilities of both platforms. Our team of seasoned professionals can provide customized integrations that cater to your specific requirements. By choosing Elmnto, we can assist you in optimizing your sales and marketing operations, resulting in streamlined workflows, enhanced revenue growth, and improved customer experiences. Reach out to us for your Salesforce and HubSpot integration needs and let us help you drive your business towards success.