HubSpot Salesforce Integration

The two main things any organization must achieve in today’s world are the ability to deal with customer information and optimize processes. Most business organizations use marketing and customer relationship management (CRM) behemoths such as HubSpot and Salesforce to drive the marketing process. All platforms can work great individually, but when integrating HubSpot with Salesforce it will be more effective in defining the cooperation between marketing, sales, and customer support departments. This is a guide to how HubSpot and Salesforce integration function and why it is essential for companies intending to get the most out of their performance.

Why would one want to integrate the two CRMs?:

• Enhanced Data Synchronization: The fundamental idea surrounding HubSpot and Salesforce integration refers to the exchange of information between marketing and sales divisions. Marketing automation is one of the strong suits of HubSpot and the company deals with lead management as well as reaching out to customers. Salesforce, on the other hand, concentrates on the relationship between it and the customer or between it and the sales pipeline. Integrating these two platforms means that data moves fast between marketing and sales, thus improving communication and efficiency.

With integration, all the data sources that are transferred to HubSpot like lead behaviour, and email engagements can be transferred to Salesforce to help sales teams understand the lead’s level of readiness and engagement. Similarly, Hubspot sends salesforce data such as contact details, deal, and opportunity pipelines back to Hubspot so that the marketing team can craft their marketing messages from the viewpoint of the sales funnel.

• Improved Lead Management: One of the major advantages of implementing the HubSpot Salesforce integration is the organisation of leads’ management. failure to integrate normally leads to a gap or a gap between the marketing and the sales department where the marketing department will be developing leads that the sales department may not even know how to approach. It keeps MQLs gathered in HubSpot moving to Salesforce as SQLs to support more effective one-stop selling where sales teams work much faster to close more deals.

In addition, lead scoring becomes more accurate. In return, the sales teams are able to view, within HubSpot, the lead engagement history, allowing them not to work on cold leads again. That said, it is important for businesses to align their goals with the above model for shorter sales cycles and better conversion rates.

Features of HubSpot Salesforce Integration

Bi-Directional Data Sync

Bi–directional synchronization is also one of the key components of the HubSpot Salesforce integration. This implies that modifications made in one platform will be propagated to the other platform at all times. For instance, if an employee’s information is entered in salesforce, it automatically synchronizes with HubSpot and so on. This helps to eliminate keying in of data, increase efficiency and make both teams have real time information.

Automation and workflow enhancements.

The other major benefit that integration offers is automation Integration and automation make work easier since people satisfy these needs in their everyday lives. This way companies can perform most of the tasks automatically in both the sites to save time. For instance, when a lead completes a HubSpot form, this data can be automatically transferred to the sales that will generate a follow-up task in Salesforce.

The last area of integration between Salesforce and HubSpot, the advanced reporting, also draws from the wealth of lead interaction data held by HubSpot. Marketing departments can define custom marketing paths of lead and contact behavior and lifecycle stages and then pass only legitimate leads to Salesforce sales.

• Utilization of Advanced Analytics and Reporting: As HubSpot and Salesforce connect, companies receive advanced analytical sales data and specific marketing evaluation combined with sales data. HubSpot generates reports on the lead activity, campaigns, and marketing ROI together with the Salesforce that gives rich pipeline and revenue insights. Combined, these reports provide a full advertisement and marketing scrutiny of how marketing is contributing to revenue and where adjustments can be made.

This integration of data gives decision-makers insight into consolidated information to help them refine and fine-tune any campaigns, increase the success rate of lead conversion, and overall business success.

If you are trying to implement your HubSpot Salesforce integration, here are the best practices you need to know.

• Map Data Fields Correctly: However, the first exercise when integrating HubSpot and Salesforce involves matching the right data fields between the two systems. The simplest signs are also mandatory to check, for example, the correspondence of the contact information, the leads status, and the company information. This avoids the common problem of loss or confusing location of data during the process of synchronizing.

• Regularly Clean Your Data: A HubSpot Salesforce integration is predicated upon marrying clean data to robust, high-quality data. Of course, the usage of CRM systems implies the amassment of similar or obsolete data in the long run. In the interest of avoiding distortion in synchronization and reporting, data audits should be conducted frequently followed by the deletion of every other duplicate record.

As is evident, there are three fundamental stages in an integration process, which are the testing, monitoring, and the final phase.

It is, therefore, important to monitor integration between HubSpot and Salesforce afterward. Perform tests that check the efficiency of information exchange between the two sites or platforms daily. 

The HubSpot and Salesforce are two powerful tools that can revolutionize business processes if the two platforms will be interconnected in order to increase the effectiveness of marketing and sales departments. Thus, integration of HubSpot’s marketing offering with Salesforce’s sales tool means that leads can be tracked and closed deals made quicker, all from one environment. 

This integration helps businesses to automate their processes, innovate the way of interacting with customers, and achieve further more objectives and goals. To avoid such problems it is always advisable to seek the services of 360 Degree Cloud experts who help in integration and unlock full benefits of both platforms.

Are you and your business ready for HubSpot and Salesforce integration? Let’s get started with a professional service of 360 Degree Cloud for efficient integration. If you want to go to the next level in your sales and marketing strategies, please do not hesitate to give us a call today.