Enhanced Lead Management, Alignment, and Analytics
By integrating HubSpot and Salesforce, businesses gain a clear understanding of where marketing contacts originate (whether sourced by sales in Salesforce or by marketing in HubSpot), ensuring teams can manage leads effectively within their respective platforms.
This integration also enables tracking the complete downstream impact of marketing efforts, from the initial contact through quoting and sales. Teams can tie revenue and customer acquisition back to specific marketing campaigns to identify what’s working and improve strategy. It even helps streamline handoffs of new inbound leads, form submissions, chats, and social interactions, reducing bottlenecks in communication.
Additionally, Salesforce users have the necessary tools to enroll leads and contacts into sales sequences directly from Salesforce, guaranteeing a seamless workflow. These same users can also add leads and contacts to HubSpot marketing lists without leaving Salesforce, driving more connected campaigns.
With the integration, teams gain powerful insights, such as seeing customers and hot lead website activity directly within Salesforce. They also benefit from quick and easy access to data about contacts downloading content like whitepapers or other assets, enabling timely follow-ups that convert.
Another key benefit is HubSpot’s embedded Visualforce pages, which provide Salesforce users with detailed marketing analytics right from the Lead, Contact, and Account pages. This transparency enables better decision-making and more informed interactions with prospects and customers.
