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Integration · Core CRM

HubSpot + SalesforceNative connector

HubSpot and Salesforce integration partner.

A team that consults on both sides of your integration

As an official partner of both platforms, Concept’s CRM team offers consulting and support services to help businesses assess, set up, customize, integrate, and optimize the HubSpot and Salesforce integration.

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HubSpot and Salesforce Integration Implementation

Our team can implement, customize, and configure the HubSpot and Salesforce integration, to ensure you get the most out of both platforms.

Training and Onboarding

As an official partner of both platforms, we are well-poised to provide training and onboarding services designed to reinforce your business processes and the management of the integration.

Management & Administration

Whether just wrapping up a new implementation or if you have an existing integration up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

Partner With Our Integrated Team

The HubSpot and Salesforce integration is a powerful tool, but working with a great team can help fit it to your needs and processes for that “just-right” feeling.

Use cases

Enhanced lead management, alignment, and analytics.

Many organizations integrating HubSpot and Salesforce start with a legacy setup: Salesforce in place, and a new HubSpot portal acting as the marketing engine. They may have strong Salesforce knowledge, but HubSpot and the integration between the two are a different animal. As a partner of both, Concept brings best practices, expedited troubleshooting, and focused support for either side of the integration.

  • 01

    Knowing where every contact originates

    Businesses gain a clear understanding of where marketing contacts originate, whether sourced by sales in Salesforce or by marketing in HubSpot, so teams can manage leads effectively within their respective platforms.

  • 02

    Tying revenue back to marketing

    The integration tracks the complete downstream impact of marketing, from the initial contact through quoting and sales. Teams can tie revenue and customer acquisition back to specific campaigns, and handoffs of new inbound leads, form submissions, chats, and social interactions get faster.

  • 03

    Working HubSpot from inside Salesforce

    Salesforce users can enroll leads and contacts into sales sequences and add them to HubSpot marketing lists without leaving Salesforce, driving more connected campaigns.

  • 04

    Seeing hot-lead activity in Salesforce

    Reps see customer and hot-lead website activity directly within Salesforce, along with quick access to which contacts downloaded content like whitepapers, so follow-ups are timely.

  • 05

    Marketing analytics on every record

    HubSpot’s embedded Visualforce pages give Salesforce users detailed marketing analytics right from Lead, Contact, and Account pages, for better decisions and more informed conversations.

  • A trusted partner, not just an execution arm

    Concept is here to be a trusted partner and consultant. We see every conversation with our clients as an opportunity to bring expertise and passion, so your Salesforce and HubSpot work together and you can do even more with your tech stack.

How we work

Our integration process.

Every HubSpot and Salesforce integration we deliver follows the same seven steps, from audit to ongoing support, so nothing syncs until both teams agree on how it should.

  • 01

    Discovery and CRM audit

    Review current HubSpot and Salesforce architecture, users, objects, fields, automation, reporting, and business processes.

  • 02

    Data model and field mapping plan

    Map objects, fields, picklist values, and record ownership between HubSpot and Salesforce, and define which system owns each data point.

  • 03

    Sync rule configuration

    Configure sync direction, inclusion segments, Salesforce sharing considerations, lifecycle and status logic, and ownership rules.

  • 04

    Workflow and routing cleanup

    Simplify automations that create duplicate records, broken handoffs, inconsistent statuses, or sync errors.

  • 05

    Testing and validation

    Test record creation, updates, lifecycle changes, campaign activity, ownership, errors, and reporting before rollout.

  • 06

    Training and governance

    Train users on what happens in each platform and document how future changes should be requested and approved.

  • 07

    Ongoing support

    Monitor sync errors, maintain field mappings, support reporting, and adapt the integration as the business changes.

Questions

Frequently asked questions.

Does HubSpot integrate with Salesforce?

Why should I integrate HubSpot with Salesforce?

Can a site built in HubSpot integrate with Salesforce?

Common mistakes when integrating Salesforce and HubSpot

How can contact syncing errors be resolved?

Can I integrate multiple HubSpot accounts with one Salesforce environment?

How long does HubSpot-Salesforce integration usually take?

HubSpot Implementation

Our team can implement HubSpot across your entire organization. Our process customizes and configures the platform based on your unique needs to ensure you get the most out of your Hub.

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Partners

Our technology partners.

In addition to our Salesforce and HubSpot partnerships, we proudly partner with and integrate additional solution providers to help our clients meet their business needs.

Connecting your tech stack.

Integrated systems are faster, more accurate, and give every team the same view of the customer. Curious about what systems we help connect?

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Our Latest Sales and Marketing Technology Content

Integrations 

Enhance your HubSpot by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your Hub, or an existing stack, we can help.

As a partner of both Salesforce and HubSpot, we are uniquely positioned to help you integrate these two powerhouse systems.
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HubSpot Hubs Support

 

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Marketing Hub

Sales Hub

Service Hub
Drive revenue and streamline marketing efforts with tools that connect you to your audience effectively, all while optimizing investments with powerful analytics. Enhance productivity and customer connections with comprehensive sales tools, designed to scale with your organization’s growth. Build lasting customer relationships with a suite of service tools that streamline communication and enhance team productivity.

 

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CMS Hub

Operations Hub

Commerce Hub
Empower your marketing and development teams with a CMS that offers flexibility, security, and personalized customer experiences. Maintain clean, curated customer data and automate business processes for a unified view of customer interactions, delivering seamless experiences. Streamline your commerce operations with robust tools for billing, subscriptions, and revenue collection, integrated seamlessly with your CRM.

 

Let's make connections

Ready to integrate HubSpot and Salesforce.

Tell us what you're connecting and where it's breaking. We'll map the cleanest path.