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Posted: Mon Dec 09, 2024 9:41 am
Integration is always the key to a smooth and effective workflow, and that’s true for those who want to work with integrated data about their customers and leads to gain a more complete perspective that allows for more informed decisions.
In this article we will see what are the benefits of a good integration between HubSpot and Salesforce , what steps to pay attention to, and how Exelab favors the HubSpot integration providing a concrete saving of time and resources.
Index
HubSpot and Salesforce Integration: Things to Look Out For
Common challenges
The Exelab Solution
HubSpot and Salesforce Integration: Things to Look Out For
If you are reading this article, there are two possibilities: either you have japan telephone number data just implemented one of the two CRMs and want to make it communicate with the other correctly right away, or you are already using a HubSpot-Salesforce integration, but have encountered some problems. There are many common difficulties, especially at the beginning.
We have a lack of or incorrect data synchronization, which leads to an incomplete or outdated data flow.
Or, you might find yourself confused about how to handle API calls, or if you’re a bit more familiar with development, you might be just stuck on the APIs, not knowing what to do next.
Whatever your case, if you stop the gears of your CRM to figure out what the problem is, not only are you wasting a lot of precious time, but you also risk - if you make some careless changes - making the situation worse.
This is why it becomes essential, even if you resort to do-it-yourself, to remember some basic concepts for this type of integration.
1) What data do you want to migrate, and where?
If you want to use the Salesforce dashboard, you can connect multiple HubSpot accounts to a single Salesforce, but to do so you need to install and deploy the integration in each HubSpot account.
Instead, if you use HubSpot as your basic console, you will only be able to perform one integration with Salesforce.
As a consequence of this choice, different scenarios open up: you may in fact need to create, update or delete a contact in HubSpot corresponding to a lead in Salesforce. Or vice versa.
Then, it’s also worth asking yourself whether you want to set up a contact lifecycle sync in HubSpot, based on the information you get from Salesforce.
These choices aren’t always easy, because not everyone is clear on the extraordinary potential that integrating HubSpot and Salesforce can enable.
2) Choose the right downloads and integrations
HubSpot's marketplace app offers a lot of alternatives for integration with other CRM software , such as Microsoft Dynamics CRM or NetSuite (just to name a few). This is where you can find HubSpot-Salesforce, a convenient integration that first allows you to identify which data you want to migrate.
After this download you will be redirected to Salesforce, to download HubSpot there; finally, the HubSpot Visualforce module must be added to Salesforce .
3) Data Mapping
For a correct integration, it is advisable to dedicate the right amount of time to mapping Salesforce fields to HubSpot properties. It may seem like a purely data entry activity, but in reality it hides a great value for your future visualizations. The data in question can be contacts (name and surname), the legal name of companies, contracts or ongoing activities, and the like. Some data is filled in by default, so be careful to customize the rest well.
It goes without saying that if you have a lot of properties, the time investment for manual action can be large and it might make more sense to invest in a developer who manages everything via API.
In this article we will see what are the benefits of a good integration between HubSpot and Salesforce , what steps to pay attention to, and how Exelab favors the HubSpot integration providing a concrete saving of time and resources.
Index
HubSpot and Salesforce Integration: Things to Look Out For
Common challenges
The Exelab Solution
HubSpot and Salesforce Integration: Things to Look Out For
If you are reading this article, there are two possibilities: either you have japan telephone number data just implemented one of the two CRMs and want to make it communicate with the other correctly right away, or you are already using a HubSpot-Salesforce integration, but have encountered some problems. There are many common difficulties, especially at the beginning.
We have a lack of or incorrect data synchronization, which leads to an incomplete or outdated data flow.
Or, you might find yourself confused about how to handle API calls, or if you’re a bit more familiar with development, you might be just stuck on the APIs, not knowing what to do next.
Whatever your case, if you stop the gears of your CRM to figure out what the problem is, not only are you wasting a lot of precious time, but you also risk - if you make some careless changes - making the situation worse.
This is why it becomes essential, even if you resort to do-it-yourself, to remember some basic concepts for this type of integration.
1) What data do you want to migrate, and where?
If you want to use the Salesforce dashboard, you can connect multiple HubSpot accounts to a single Salesforce, but to do so you need to install and deploy the integration in each HubSpot account.
Instead, if you use HubSpot as your basic console, you will only be able to perform one integration with Salesforce.
As a consequence of this choice, different scenarios open up: you may in fact need to create, update or delete a contact in HubSpot corresponding to a lead in Salesforce. Or vice versa.
Then, it’s also worth asking yourself whether you want to set up a contact lifecycle sync in HubSpot, based on the information you get from Salesforce.
These choices aren’t always easy, because not everyone is clear on the extraordinary potential that integrating HubSpot and Salesforce can enable.
2) Choose the right downloads and integrations
HubSpot's marketplace app offers a lot of alternatives for integration with other CRM software , such as Microsoft Dynamics CRM or NetSuite (just to name a few). This is where you can find HubSpot-Salesforce, a convenient integration that first allows you to identify which data you want to migrate.
After this download you will be redirected to Salesforce, to download HubSpot there; finally, the HubSpot Visualforce module must be added to Salesforce .
3) Data Mapping
For a correct integration, it is advisable to dedicate the right amount of time to mapping Salesforce fields to HubSpot properties. It may seem like a purely data entry activity, but in reality it hides a great value for your future visualizations. The data in question can be contacts (name and surname), the legal name of companies, contracts or ongoing activities, and the like. Some data is filled in by default, so be careful to customize the rest well.
It goes without saying that if you have a lot of properties, the time investment for manual action can be large and it might make more sense to invest in a developer who manages everything via API.