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. 

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.

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.  

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.