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HubSpot and Salesforce Integration Partner

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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A Team That Consults On Both Sides Of Your Integration

Many organizations looking to integrate HubSpot and Salesforce often start with a legacy solution. Typically, these are teams that have Salesforce and are connecting it to a new HubSpot to act as their marketing engine. They may have a relationship with an existing partner, and strong working knowledge of Salesforce, but HubSpot and the integration of these two systems is a different animal. 

As a partner of both HubSpot and Salesforce, Concept’s CRM team has an intimate understanding of both platforms and the integration that ties them together. With this understanding comes expert insight and best-practices, expedited troubleshooting, and focused support for either side of the integration.

 

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 

 

Meet Some of Our HubSpot Gurus

Joe Stephan

Vice President, Operations

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

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.

Meet Some of Our Sales and Marketing Techstack Experts

 

Joseph Stephan

Vice President, Operations

Jared Soell

Director, CRM Agency

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

Shelby Smith

Senior Solutions Engineer

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.  

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 

 

Meet Some of Our HubSpot Gurus

Joe Stephan

Vice President, Operations

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

Solutions We Offer

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.  

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. 

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.

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. 

Our Technology Partners

In addition to our Salesforce and HubSpot partnerships, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs.  

Excellent strategic partner!

We've been working with Concept for several years and their depth of knowledge across CRM/Martech continues to impress. From process improvement to implementation, we couldn't have asked for more in a strategic partner.

Eric J.

| SelmanCo

SLUNKS loves John and Hayden with Concept!!!

Managing a small business, one requires many hats. We were excited this year to take on HubSpot to manage our many avenues that we facilitate each day. John worked with me through the entire Onboarding process and I could not be more grateful for his detailed approach and ability to teach and wait as I was learning the intricate process that will change the trajectory of our operational systems. Hayden also was an incredible asset serving alongside John and we appreciate the patience and hard work given on their end as we are navigating and executing our small business needs!!

Nickie H.

| Slunks

Great experience

Great experience working with John on onboarding Sales Hub. We look forward to working with Concept as we expand our use of HubSpot.

Quentin M.

| eGourmet Solutions

Exceptional strategic partner

We've partnered with the Concept team for nearly two years, and their extensive knowledge and expertise in HubSpot and other platforms like Salesforce is impressive. They have a solid grasp of how our various Martech stack components work together and consistently offer proactive solutions. Since teaming up with them, our systems and processes have significantly improved. Truly an amazing team.

Eva R.

| Episource

Frequently Asked Questions

Can a site built in HubSpot integrate with Salesforce?

Can a site built in HubSpot integrate with Salesforce?

Yes, a site built in HubSpot can seamlessly integrate with Salesforce through a native integration feature. Information like leads, contacts, and company data can be shared automatically between the two platforms.   

Does HubSpot Integrate with Salesforce?

Does HubSpot Integrate with Salesforce?

Yes, HubSpot and Salesforce can integrate, enabling data sharing and activity syncing.  

Why should I integrate HubSpot with Salesforce?

Why should I integrate HubSpot with Salesforce?

Integrating these two platforms is beneficial because it better aligns sales and marketing teams, enhances lead nurturing through detailed marketing activity data, improves lead scoring, and optimizes campaign management. This ultimately leads to faster deal closure and increased revenue. 

Common Mistakes When Integrating Salesforce with HubSpot

Common Mistakes When Integrating Salesforce with HubSpot

Common mistakes include poor data mapping, lack of standardized data entry practices, not implementing deduplication rules, insufficient user training, designing overly complicated workflows, and lack of ongoing maintenance.  

How can contact syncing errors be resolved?

How can contact syncing errors be resolved?

Regular maintenance may be needed to ensure smooth syncing, along with thorough data mapping, deduplication practices, and standardized data entry rules. 

Can I integrate multiple HubSpot accounts with one Salesforce environment?

Can I integrate multiple HubSpot accounts with one Salesforce environment?

If your HubSpot-Salesforce connector is version 2.60 or above, you can integrate multiple HubSpot accounts with one Salesforce environment. 

How long does HubSpot-Salesforce integration usually take?

How long does HubSpot-Salesforce integration usually take?

A typical HubSpot-Salesforce integration can take anywhere from a few days to several weeks, depending on the complexity. 

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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Integration Timeline

The total amount of “hands-on” time for integrating HubSpot and Salesforce is about 20 hours, but it’s usually spread out over a longer period. The pace depends on the complexity of field mapping and sharing rules, and how quickly issues can be resolved. Once set up, the integration syncs data every 10-15 minutes.

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 

 

Meet Some of Our HubSpot Gurus

Joe Stephan

Vice President, Operations

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

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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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Training and Onboarding

As an official Partner-Scaled Onboarding (PSO) agency, we can provide training and onboarding services designed to reinforce your business processes and integrate them with the tools available within HubSpot.

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.

 

Management & Administration

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

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Partner With Our HubSpot Professionals

HubSpot is a powerful platform, but working with a great team can help it integrate with your needs and processes for that “just-right” feeling.

Our Technology Partners

In addition to our HubSpot partnership, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs. 

Ready to Integrate Your Sales & Marketing Technology?

Concept is here to be a trusted partner and consultant, not just an execution arm. We see every conversation we have with our clients as an opportunity to bring expertise and passion, and it shows. So let's get your Salesforce and HubSpot integrated so you can do even more with your techstack.