Looking to get the best value out of a full-service CRM such as Salesforce?

If your answer is in the affirmative, it is time for you to integrate HubSpot with Salesforce. Why you may ask? Well this is simply because while the CRM of HubSpot works as a free enhancement to the primary software for the marketing and sales teams, the CRM of Salesforce forms the core platform using which hundreds of integrations, apps, and features interact with each other. By integrating HubSpot with Salesforce, your business can get the best of both worlds.

Let’s take a look at the requirements to proceed with the integration of Salesforce and HubSpot:

HubSpot

On the HubSpot side you’ll need:

  • A HubSpot Sales Hub, Marketing Hub, or Service Hub Enterprise or Professional account.
  • Admin access in HubSpot.

Salesforce

Then check that you fulfill the requirements with Salesforce:

  • Salesforce Professional, or Salesforce edition with API access
  • Be a Salesforce system administrator OR have at least the following authorizations:
    • Be assigned the HubSpot Integration Permission Set (choose HubSpot Integration Permissions in the Available Permission Sets section
  • You must have the following user profile administrative authorization:
    1. View Setup and Configuration enabled
    2. API enabled
    3. Modify all data on any objects (contacts, opportunities, leads, or accounts) that will get sync to HubSpot.
  • Have the Modify Metadata permission (for viewing data in the HubSpot VisualForce window on Salesforce contact and/or lead records).
  • Make sure the task type field is visible to their profile 

HubSpot integration with Salesforce

  • Click on your account name in the top right corner of your HubSpot account and then click on integrations.
  • Click on the Connect an app button.
  • Use the search bar to locate the Salesforce Integration icon.
  • Click on View Integration to open the connector wizard. Select the Yes‘ icon if you are using a Salesforce sandbox to connect to HubSpot to get connected to a sandbox checkbox.
  • Click on login to Salesforce.

  • You will now be asked to submit your Salesforce credentials in the pop-up window and click on Log in. Once you are logged in, you will get redirected to the HubSpot’s connector wizard.
  • Install HubSpot in Salesforce and click on Start the Salesforce package installation to begin.

  • After this, you should be redirected to Salesforce for installing the HubSpot installation package. Choose to Install for All users and then proceed to click on Install.
  • Select Yes in the dialog box and grant access to the third-party website checkbox. Once you’ve completed this, click on the continue button.

The installation process may take around 5-10 minutes.

  • There is a possibility that you may see a message, “This app is taking a long time to install. You will receive an email after the installation has completed.Click on Done and wait for an email from Salesforce with the email subject line as Package HubSpot Integration Install Successful.
  • Navigate back to the HubSpot connector wizard once the package has been successfully installed in Salesforce and click Next.
  • Add the HubSpot VisualForce module to Salesforce and click Add HubSpot to Salesforce.
  • Now, it is time to add the HubSpot VisualForce module to Salesforce that demonstrates the likelihood of the contact to close, and lets you view and filter contact activity and enroll contacts in HubSpot workflows. Now, click on Add HubSpot to Salesforce.
  • Click on next if you have selected Advanced Setup.
  • Set up your contact sync on the next screen.
  • For this, you will need to select which contacts to sync from the dropdown menu and select All contacts if you intend to sync all contacts to Salesforce. Alternatively, you may choose a HubSpot list to use it as an inclusion list to sync only those contacts to Salesforce. Then, click on Next.

  • In the connector wizard, add the HubSpot VisualForce module in Salesforce. Click on Next.

  • Once you’ve done this, select how you want your data to sync between Salesforce and HubSpot.
  • Click Review Settings after choosing Recommended Setup.

  • Set up your activity and task sync settings on the next screen. For this, you need to click to toggle the Task sync switch of Salesforce to automatically create a HubSpot list when a task gets created in Salesforce. Choose the Sync checkbox in the timeline sync table that is next to HubSpot events for syncing to Salesforce as tasks. Thereafter, you’ll have to click on the Salesforce task type dropdown menu to choose the task type. Click on next.
  • After this, you will be required to set up the object and property sync settings on the next screen. For this, you will need to click on the Contact, Companies, or Deals tab for configuring the sync type for that object’s standard properties. The system will then require you to to click for toggling the Enable company/deal sync switch on before you start with the creation of field mappings.
  • The table demonstrates the standard HubSpot object properties and their field equivalents in Salesforce. Choose the sync type: Prefer Salesforce (default), Always use Salesforce, or Two-way for each property synch and click on Next.
  • The last step is all about reviewing your selected data sync settings. Click on Change if you have to change the settings for a data sync type.

Click on finishing the setup and begin syncing!

 

We hope this blog on HubSpot integration with Salesforce was useful to you in many ways. In case you’re encountering difficulties/have a more complex project at hand, hire the best Salesforce Integration Services, choose Cloud Integrate now!