An Easy-to-Follow Guide to HubSpot and Salesforce Integration

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An Easy-to-Follow Guide to HubSpot and Salesforce
Integration
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Why Integrate HubSpot with Salesforce?
Integrating HubSpot with Salesforce offers
numerous benefits for your business. By
connecting these two powerful platforms, you can
enhance your marketing and sales efforts, improve
data flow, increase efficiency, and make more
informed decisions. Here are the key reasons why
inteoftratinoft HubSpot with Salesforce is
crucial Improved marketing and sales alignment
through streamlined data flow Integration
ensures seamless data synchronization between
HubSpot and Salesforce, allowing marketing
and sales teams to work collaboratively and
access real-time, accurate information. This
alignment leads to better lead management,
improved targeting, and increased conversion
rates. Increased efficiency by eliminating manual
data entry and duplication One of the biggest
advantages of integration is eliminating the need
for manual data entry and reducing the chances of
data duplication. It saves time and minimizes
errors, enabling your team to focus on
revenue-generating activities rather than
administrative tasks.
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Enhancing lead generation and nurturing through
automated workflows With integrated workflows,
you can automate processes such as
lead nurturing, scoring, and follow-ups. These
automated workflows ensure that leads are
properly nurtured and moved through the sales
funnel efficiently. Maximizing sales pipeline
management and visibility Integration provides a
holistic view of your customer's journey,
allowing sales teams to gain complete visibility
into the sales pipeline. This allows for better
tracking, forecasting, and effective management
of leads, opportunities, and deals. Leveraging
comprehensive analytics and reporting for better
decision- making Integrating HubSpot with
Salesforce enables you to consolidate and analyze
data from both platforms, providing valuable
insights into your marketing and sales
performance. By leveraging comprehensive
analytics and reporting, you can make data-driven
decisions and optimize your strategies for
maximum results.
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HubSpot
HubSpot is a comprehensive marketing platform
that offers lead management, marketing
automation, content marketing, and analytics for
landing pages. You can gather important data
indicators and actively monitor them with
top-notch HubSpot marketing tools to take
advantage of performance gaps. Salesforce Salesfor
ce is the best cloud-based sales platform,
offering a variety of applications and robust CRM
functionality. It makes it simpler for you to
obtain the data you require, all in one view, and
helps you manage customer data by helping you
analyze consumer preferences, save and manage
customer data. You can also boost sales and
productivity, enhance internal communication, and
track marketing activities and outcomes in real
time using Salesforce CRM and its automation
features
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4 Best Practices for Leveraging HubSpot and
Salesforce Integration

• Here are four best practices that can help you
  with your HubSpot and Salesforce inteoftration
  seamlessly
• Know Your Sales Process
• Learning about your sales process is important
  when it comes to integrating Salesforce and
  HubSpot. By understanding the sales process you
  will know what type of data needs to be captured
  in HubSpot and what data needs to be passed over
  to Salesforce.
• Start information filtration by outlining the
  consumer information you need. If you choose to
  use prospecting calls, you can just pass leads
  and the question along. To make sure that your
  procedures are clear and founded on high
  standards of performance, you must qualify these
  leads.
• You may make sure that you are further refining
  the leads by delving deeply into the data.
• Before configuring the integration, you'll be
  addressing the buyer path and defining the
  necessary fields. You can use the integration
  incredibly quickly and successfully by briefly
  investigating and analyzing the data of your
  audience.
• Avoid Syncing Your CRM Too Often
• If you do not want your CRM to be too cluttered,
  do not opt for sync too often. For example, you
  are constantly syncing and saving every piece of
  data on your CRM. If that happens, your CRM will
  clog up with unprocessed/unorganized data. If
  data is synced often and leads are not nurtured
  or are irrelevant, your sales staff will waste
  time and be less productive
• You can make sure your Salesforce integration is
  working properly by organizing all the necessary
  components, keeping highly qualified leads apart,
  and creating and creating all the necessary
  pieces.

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• Take Advantage of Hidden Fields
• In HubSpot forms, there are certain useful hidden
  fields that you may use. With the use of these
  hidden fields, you can quickly and efficiently
  collect your prospects' information from
  Salesforce without them ever realizing it. By
  adding additional elements like lead source,
  buyer's journey/life cycle, or just assigning a
  lead owner, you may also get a little creative.
• By minimizing the effort required to develop
  effective conversion funnels that harvest the
  user's data, these hidden fields can also aid
  segmentation and streamline internal operations.
• Learn About Leads Contacts and Accounts in
  Salesforce
• To develop the ideal fusion of both platforms,
  learning is a crucial component of the total
  effort. Understanding your salesforce platforms
  will help you to know how things function and how
  to handle everything without worry. You can
  exploit the combined functionality and use it to
  more effectively manage and keep track of your
  clients while reducing confusion in the long run
  by becoming familiar with the HubSpot Salesforce
  Platform.

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How to Integrate HubSpot With Salesforce?
An inbuilt integration feature allows you to
easily move data between HubSpot and Salesforce.
It is quite simple to set up. All you need is a
HubSpot marketing, sales or service hub
professional account with admin access and have
the HubSpot permission set assigned to you. Steps
to Integrate Salesforce and HubSpot Installation C
lick the Marketplace button to access the
marketplace in your HubSpot account. Choose
associated apps from the "Manage." menu. The
Visit App Marketplace button is located in the
top-right corner. Click View integration after
conducting a search for Salesforce integration.
With this, the connector wizard will launch. The
next step is to access Salesforce. Enter your
Salesforce login information and click 'Log In'
in the pop-up window. You will be returned to the
HubSpot connector wizard once you have
successfully logged in. The next step is to
integrate HubSpot with Salesforce. To start the
installation, select Start the Salesforce package
here. After that, a link will take you to
Salesforce where you may install the HubSpot
connector package. Click Install after selecting
the Install for All Users option. It could take
up to ten minutes to finish the installation.
Upon completion of the installation, you will
receive an email. Return to the HubSpot connector
wizard and select Next after the package has
finished installing in Salesforce.
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Adding HubSpot Visualforce Module to Salesforce

• This module allows you to view and filter contact
  activity, enroll contacts in HubSpot workflows,
  and determine how likely a contact is to close.
  Click Add HubSpot to Salesforce to continue.
• In order to add the HubSpot Visualforce module to
  Salesforce, you must follow the instructions
  provided in the connector wizard. Learn more
  about this module and how to add it by visiting
  this page.
• When finished, select Next.
• The choice of how data will sync between HubSpot
  and Salesforce is the last step.
• Click on Review settings if you select the
  Recommended setup.

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Advanced Setup
Now you need to set-up your contact sync
settings. From the drop-down menu, select the
contacts you want to sync. To sync all contacts
with Salesforce, you may also select the Select
All option. then select Next. Now is the moment
to configure your task and activity sync
settings Choose the appropriate choice, then
click Next to enable the Salesforce task sync
switch, which will prompt HubSpot to create a
task whenever one is created in Salesforce. Then
set up your sync settings. You must lastly review
your chosen data sync settings. You can click
Change to change a data sync type's settings.
After finishing, click Finish setup to start
synchronizing. You'll be taken to your settings
for integrating Salesforce. Salesforce and
HubSpot will start syncing! Congratulations! You
are all done!!
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Wrapping Up
The marketing tactics of most businesses have
moved past the point of just cold calling and
the time has come for smart inbound marketing.
And for that, HubSpot and Salesforce integration
can help you improve the effectiveness of your
marketing campaigns while increasing ROI. By
using HubSpot and Salesforce integration best
practices, you will be able to get clean data
without duplicates or other errors and also
significantly improve the consistency of both
decisions, leading to a more effective marketing
and sales strategy. If you think you need help
with a smooth and seamless HubSpot and Salesforce
integration for your business, then we are here
to help! Our experts at Growth Natives will guide
you through every step of the way and ensure your
business gets the most out of this integration.
Ready to talk? Email us at info_at_growthnatives.com.
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