If your goal is to combine your marketing and sales strategies, you might be considering syncing your HubSpot and Salesforce accounts. These two effective platforms can collaborate to simplify your sales procedure, enhance your marketing endeavors, and provide a smooth customer journey. This post will walk you through the necessary steps to complete this integration.
Pre-requisites
Before we get started, you’ll need:
- A HubSpot account with Super Admin access
- A Salesforce account with System Administrator access
Step 1: Install the HubSpot-Salesforce integration
From your HubSpot dashboard, navigate to the App Marketplace by clicking on the ‘Marketplace’ icon in the main navigation bar. In the search box, type ‘Salesforce’, and select the Salesforce integration.
Step 2: Connect your Salesforce account
Once you’ve installed the integration, you’ll need to connect your Salesforce account. Click on ‘Connect app’ and enter your Salesforce login credentials. Confirm your login, and the integration process will start.
Step 3: Set your sync preferences
After connecting your accounts, you can set your sync preferences. Salesforce and HubSpot let you customize which data you want to sync and how often.
Step 4: Test the integration
Once you’ve set your sync preferences, it’s time to test the integration. Add a contact in HubSpot, and check if it appears correctly in Salesforce. If everything is working correctly, congratulations! You’ve successfully integrated HubSpot with Salesforce.
Troubleshooting
If you’re having trouble with the integration, remember you can always reach out to HubSpot or Salesforce support. They’ll be able to help you diagnose and fix any issues.
Integrating HubSpot with Salesforce may seem intimidating, but with these steps, you’ll have a streamlined, efficient sales and marketing process in no time. Happy integrating!
Note: The steps outlined above are subject to change as both HubSpot and Salesforce update their platforms and functionality. Always refer to the official HubSpot and Salesforce documentation for the most accurate, up-to-date information.