Salesforce and HubSpot are two of the most popular sales and marketing platforms on the market today. These cloud-based Software-as-a-Service (SaaS) offerings are industry leaders in the services they provide, whether it’s Salesforce’s cost-effective customer relationship management (CRM) or HubSpot’s powerful marketing automation solutions.
Companies that use both platforms, or already use one and are thinking of adopting the other, will at some point likely consider the native Salesforce integration within HubSpot. Often companies shy away from even considering integrations, having had bad experiences with bugs and broken APIs that slow down what should be a more effective process.
In this post, we’ll take a look at the benefits of a HubSpot-Salesforce integration, as well as how companies can best integrate smoothly.
Salesforce is undeniably the king of CRMs, with a 23.8% share of the global CRM market. It offers sales teams a way to manage their pipelines from lead to close and provides insights on how to optimize the sales process. It does not include comprehensive tracking and management of marketing efforts in its Sales Cloud package but does offer integrations with the add-on services Pardot and Salesforce Marketing Cloud.
HubSpot came to dominate the marketing management space with a robust suite of tools for marketing automation, nurturing leads, and capturing them for the sales team. It also offers an add-on SalesHub CRM, but because of Salesforce’s long dominance and popularity, many companies opt to stick with the CRM they know.
Companies that use Salesforce have a choice to make: opt for Pardot or Salesforce Marketing Cloud to stay in the Salesforce ecosystem or find another marketing solution.
At first glance, it would seem easiest to stick with Salesforce, though this comes with some drawbacks. Neither Pardot nor Salesforce Marketing Cloud is native to Salesforce. These platforms offer marketing management tools, but HubSpot is the clear winner when it comes to marketing capabilities and user experience. Plus with relatively easy integration with Salesforce, HubSpot is a serious contender in any marketing platform conversation.
For companies that use both HubSpot and Salesforce already, integrating is a no-brainer. Why not harness the best of what each has to offer to get the most out of your investment?
Companies considering connecting their key sales and marketing platforms may question whether or not the benefits are greater than the headaches. Here are some of the advantages we’ve seen.
To implement the Salesforce HubSpot integration, you’ll need to be on the HubSpot Professional or Enterprise plan. As we’ve noted, the HubSpot Salesforce integration does not require custom development or API creation; you just have to go to the HubSpot App Marketplace and follow the steps to install.
Thinking beyond the technical aspect, you will also need to do some prep work before connecting the two platforms.
One of the biggest hurdles in a HubSpot Salesforce integration isn’t a technical one–it’s making the necessary business decisions before you enable the sync. This could include deciding which data to include, establishing rules and policies for passing data between departments, and making clear which platform holds the one version of truth.
This can get complicated by the differences in terms and processes between the two platforms. For example, a campaign in Salesforce is a list of contacts, while in HubSpot it is a group of assets. It might take some creative thinking to ensure data and reporting align the way you intended.
Companies can better prepare for a successful integration by thinking through these business rules and leaning on business goals and objectives to guide the process.
Integrating HubSpot and Salesforce can help your company close the loop on key business processes and eliminate the silos that hold your marketing and sales efforts back. While the integration offers an out-of-the-box solution, there are often business-specific needs that require HubSpot expertise to set up correctly. In other cases, it helps to have the guidance of an experienced third-party to work through the pre-integration decisions and mediate disputes between sales and marketing.
If you’re looking for more insight on how to effectively integrate HubSpot and Salesforce, we’re happy to help your business capitalize on the opportunities from an effective integration.
Susan LaPlante-Dube created PMG in 2002 and acts as one of PMG’s Principals. As a jack-of-all-trades in marketing, she loves digging deep on a topic and finding new ways to spin old ideas. While she would prefer having some high-tech voice software to record all of her blog thoughts instead of having to write them down, she loves the satisfaction of helping her readers learn something new.