Sunday, December 29, 2024

Salesforce and HubSpot Integration

What is HubSpot?

HubSpot started as a marketing automation solution geared towards small business and has blossomed into an Enterprise CRM, with marketing, sales, CMS, and service. 

While many teams are retaining Salesforce as their CRM, some are choosing HubSpot for marketing automation.  



HubSpot Salesforce Integration Playbook Navigating 4Business Scenarios


SCENARIO #1: Sell in Salesforce & Market in HubSpot

SCENARIO #2: Migrate from Pardot to HubSpot Marketing Hub

SCENARIO #3: Salesforce & Pardot RIPOUT for a unified CRM - Total Migration to HubSpot

SCENARIO #4: starting from scratch with HubSpot 

6 common pitfalls why your Salesforce HubSpot integration may not work: limitations & solutions


#1 Duplicate Records

#2 Naming Convention Conflicts

#3 Incorrect Mapping

#4 Controlling the amount of Salesforce Contacts in HubSpot: for Better Cost Management

#5 Data Integrity: Preventing Unintentional HubSpot Data Erasure by the Integration

#6 Troubleshooting Contact Sync Issues: Investigate Integration Errors

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