What You Need to Know Before Integrating Hubspot and Salesforce

Integrating HubSpot and Salesforce 

Integrating HubSpot and Salesforce can streamline your business processes and help your team maximize resources.

There are a few important things you need to know before getting started. Let's take a look at what you should consider before initiating this powerful integration.

The Benefits of Integrating HubSpot and Salesforce

Integrating HubSpot and Salesforce will allow your go-to-market teams access to everything they need in one place. Your sales reps will have access to customer data such as when they last visited your website, what pages they looked at, and if they are ready to buy.

This data makes it easier for reps to identify leads who are ready to purchase or those who need more nurturing. As a result, reps will be able to spend less time qualifying leads and more time closing deals. 

Your marketing team can also benefit from the integration of these two platforms by using HubSpot’s analytics tools. For example, marketers can track campaign membership and attribution by enrolling contacts based on whether they have visited a landing page or clicked on an email link.

These insights allow the marketing team to make informed decisions about content creation, lead generation strategies, and other initiatives that drive revenue growth for the business.

Things You Should Consider Before Setting Up the Integration

Before setting up the integration between these two platforms, there are several factors you should consider: 

How much time do you have?

The setup process can take anywhere from several days to several weeks depending on whether you choose an internal or external service provider.

An experienced external provider may be able to set things up more quickly than an inexperienced internal resource would be able to—so make sure you factor in this timeline when planning out your project.      

Do you know what data you are syncing?

• Creating a mapping document will help your team understand what data needs to go where so that nothing gets lost in translation between the platforms.
• Decide whether you are planning to use Contacts, Leads, or both in Salesforce to sync with Contacts in HubSpot.
• Determine what properties need to be brought over to HubSpot and whether they map to default HubSpot properties or will need to be created as custom ones.
• Make a decision on which platform will serve as the source of truth for various data points so that the other doesn't overwrite important data.

Does everyone understand what their roles are?

It’s important that each person involved understands their role during setup so that no steps get missed during implementation. This also applies to ongoing management and support for the platform.

Make sure everyone knows who is responsible for managing changes to the integration, contact list imports, customizing properties, and creating reports.   

Are there any potential roadblocks?

If there are any potential roadblocks make sure these are addressed before starting setup so that they don’t delay the completion of the project later down the line.

Common roadblocks include security issues and compliance requirements, messy data infrastructure, or insufficient permissions for the integration user. 

Have backup plans been discussed?

In case anything goes wrong during setup (or after completion), it’s important that backup plans are discussed beforehand so that any potential problems can be resolved quickly without disrupting operations.

Create backup exports of data so that if anything accidentally gets erased or overwritten, you have a way to restore it. 

Is everyone on board with the plan?

Lastly—and perhaps most importantly—make sure everyone involved is on board with the plan for integrating these two platforms before moving forward with setup.

This ensures everyone is aligned on expectations from start to finish which helps minimize confusion throughout implementation and improve user adoption once the integration is complete.      

Are you ready to integrate?

Integrating HubSpot and Salesforce is a great way for businesses of all sizes to streamline operations and maximize resources while gaining valuable insights into customer behavior – allowing them better serve their audiences more effectively and efficiently over time.

However, it’s important to consider all of the factors listed above before diving into the setup in order to ensure success–so don’t forget them when making your plans.

Are you ready to integrate? We can help! Contact us at Aptitude 8 to see how we can help set you up for success with your integration.