Last updated: August 19, 2021
The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams.
Please note: if you're setting up Salesforce Selective Sync, your specific settings may vary from the standard requirements, settings, and behavior described below.
Expect to switch back and forth between these instructions and Salesforce for part of the integration setup and installation process.
You must have Account Access permissions in your HubSpot account, along with the following subscriptions, access and permissions in your Salesforce account:
Please note: if you select Recommended setup, HubSpot will create mappings between HubSpot properties and Salesforce fields. If the Salesforce field does not have a matching HubSpot property, a new property will be created in HubSpot by Unknown user.
When you've installed and set up the Salesforce integration, you can import your Salesforce records in to HubSpot.
If you're already using PieSync to sync data to your HubSpot account, learn more about connecting your Salesforce account to HubSpot with PieSync.
With HubSpot data sync you can create a one-way or two-way sync between HubSpot and your other apps. Learn...
With the Zoom integration, you can add videoconference links to scheduled meetings in HubSpot, add...
Connect the Slack app to HubSpot to manage records and receive HubSpot notifications in Slack. Follow the...