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Salesforce

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App

Salesforce

HubSpot-certifierad app

An automatic, bi-directional sync between HubSpot and Salesforce.

Byggd av
HubSpot
Installationer
18 tn installerar
Logga in för att installeraKräver prenumeration på Salesforce

Krav

HubSpot-plan
  • Data Hub Professional och högre
  • Marketing Hub Professional och högre
  • Sales Hub Professional och högre
  • Service Hub Professional och högre
  • Content Hub Professional och högre
Läs mer
Behörigheter för HubSpot-konto
Det krävs inga behörigheter
Salesforce prenumeration
Professional eller Enterprise planer

Översikt

Unify marketing and sales data across Salesforce and HubSpot to support more automated and precise customer engagement, such as personalized marketing and informed sales processes.


Install this app to:


  • Sync leads, contacts, accounts, opportunities and custom objects between platforms, reducing manual data entry and improving information alignment.

  • Integrate customer interactions, including email engagement, form submissions, and website activity to provide sales teams with complete customer visibility.

  • Use Salesforce contact details to segment databases, personalize marketing communications, and track revenue attribution for marketing campaigns.

  • Enroll records in workflows directly from Salesforce and access HubSpot tools within the Salesforce interface, reducing platform switching and improving operational efficiency.

  • Configure custom field mappings that adapt to specific business processes and data management requirements.

Egenskaper

Get set up in minutes – no technical knowledge required

Getting started with the HubSpot-Salesforce integration is easy and requires no technical work – just a straightforward setup process.

Send valuable lead intelligence to your sales team

Choose which new records sync from HubSpot to Salesforce and when, and automatically send important lead intelligence like email opens, form submissions, website activity, and more to your sales team so they have valuable lead data to help them close more deals.

HubSpot embedded in Salesforce

Utilize HubSpot tools without leaving Salesforce. The HubSpot embed feature provides insights into HubSpot contact, company, and deal records and lets you enroll these records in workflows from right within Salesforce.

Close the loop between marketing and sales

Use details from Salesforce contacts/accounts to personalize marketing emails, segment your database, or send emails on behalf of a lead’s sales rep. As sales reps close leads, Salesforce sends revenue data from closed-won opportunities to HubSpot to tie each marketing campaign to real revenue.

Two-way data sync

Keep both systems updated by syncing new and existing records as well as updates between HubSpot and Salesforce. Sync Salesforce leads, contacts, accounts, opportunities, cases and more to HubSpot. Create your own custom field mappings or make changes to your default ones.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Accounts

Företag

Företag

Cases

Supportärenden

Supportärenden

Custom Objects

Anpassade objekt

Anpassade objekt

Leads/ Contacts

Kontakter

Kontakter

Opportunties

Affärer

Affärer

Tasks

Uppgifter

Uppgifter

Recensioner

Laddar
Den här appen kräver en av följande prenumerationsplaner för Salesforce.

Professional

75 US$

/månad

Complete CRM for any size team

  • Everything in Essentials, plus

  • Lead Registration and Rules-Based Lead Scoring

  • Collaborative Forecasting

USD/user/month* (billed annually)

Professional

75 US$

/månad

Complete CRM for any size team

  • Everything in Essentials, plus

  • Lead Registration and Rules-Based Lead Scoring

  • Collaborative Forecasting

USD/user/month* (billed annually)

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2025-02-11

Mer information

Byggd av
HubSpot
Installationer
18 tn installerar
Kategorier
Språk som denna app finns på
Engelska, Franska, Italienska, Japanska, Portugisiska, Spanska, Svenska och Tyska
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