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How to Nail your Hubspot-Salesforce Integration

How to Nail your Hubspot-Salesforce Integration

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When it comes to managing your marketing and sales operations, few tools are as powerful as HubSpot and Salesforce.

HubSpot is unmatched at marketing automation. The all-in-one platform makes it easy for marketing teams to nurture leads, segment audiences, and deliver personalized campaigns based on lead and customer data.

Salesforce is a robust CRM. It’s brilliantly designed for tracking customer relationships, managing sales processes and pipelines, and empowering sales teams.

But there’s a big challenge that keeps a lot of companies from getting the most out of these two platforms.

When businesses try to DIY their HubSpot-Salesforce integration, sync errors are common. Instead of working seamlessly, these disconnected systems can create major bottlenecks that frustrate sales teams, undo your best marketing efforts, and slow growth.

That’s why integrating HubSpot and Salesforce with the help of dedicated systems experts can be a game-changer—creating a unified flow from marketing to sales, improving team alignment, and delivering better customer insights across the board.

Why integrate HubSpot and Salesforce?

There’s no reason businesses have to choose between personalized marketing and tech-powered sales efforts. With a seamless HubSpot-Salesforce integration—one that keeps your marketing team and sales reps happy—you get the best benefits of both.

Here’s why: 

Seamless lead flow

Integrating HubSpot and Salesforce ensures that the leads you capture early on in your sales cycle flow directly into your Salesforce account, which eliminates the need for manual data entry and guarantees your sales team gets the customer info they need in real time.

Plus, since the lead profiles move directly from platform to platform, all the lead scores and custom fields you used in HubSpot get automatically ported over into Salesforce, so you have a rich set of lead profiles to work with.

Team alignment

Oftentimes, when clients come to us for a HubSpot-Salesforce integration, their marketing and sales teams are operating in siloes. They know they’re duplicating one another’s efforts, losing relevant data, and wasting time, but don’t know how to fix it.

With HubSpot and Salesforce integrated, both teams can work from the same data source, which immediately boosts collaboration and accountability.

Enhanced analytics

HubSpot provides rich marketing data, while Salesforce offers deep insights into sales performance. Together, these tools give you a comprehensive view of the entire customer journey, from early awareness to long-term customer retention.

Efficiency gains

As with any disjointed system, when you’re running on multiple tools that don’t talk to one another, there can be a lot of redundant effort.

Fully integrating HubSpot with your Salesforce account saves time and minimizes errors like duplicate records and repeated processes, so your teams can focus on what they do best.

Here’s where businesses go wrong with Hubspot + Salesforce integrations 

While the benefits that come from getting your sales and marketing automation platforms talking are clear, integrations can go wrong without the right setup strategy in place.

Here are some common integration mistakes we see too many businesses make:

Poor field mapping

Field mapping tells each data point where to go when it moves between HubSpot and Salesforce. But if your fields aren’t named correctly or the integration isn’t airtight, you can end up with sync issues that result in lost or duplicated information.

Overcomplicating the sync

On the opposite end of the spectrum are overcomplicated syncs. While you do want every relevant field mapped between HubSpot and Salesforce, syncing unnecessary data or creating overly complicated workflows actually makes the integration harder to manage—and can impact its reliability.

Neglecting user training

Even the most flawless HubSpot-Salesforce integration does your marketing and sales team little good if they don’t know how to properly use it.

Proper tool training helps lock in efficiency gains and keeps your systems running as they should. It also improves adoption rates by showing your teams exactly how to fully utilize the most important features.

Lack of maintenance

As nice as it would be, integrations just aren’t “set it and forget it.”

Salesforce periodically updates the interface and features that power your teams, and HubSpot launches new functionalities throughout the year. Regularly reviewing the updates for both tools, addressing errors, and adjusting your workflows as necessary keep both tools working well for you.

Integration turns your HubSpot and Salesforce systems into one powerful ecosystem

HubSpot and Salesforce are industry-leading tools in their own right. But when integrated thoughtfully, they create a seamless ecosystem that drives efficiency, improves team collaboration, and provides a clearer view of your entire customer journey.

That’s why the industry’s best tools are better together.

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Ready to Make the Most of HubSpot + Salesforce?

If your marketing and sales systems feel disconnected—or if you’ve never fully optimized your business processes—it might be time to rethink how you’re using these tools together.

A seamless integration between HubSpot and Salesforce can align your teams, streamline operations, and give your business the clarity it needs to grow. But it’s only part of the full systems story.

Partner with Arketek to level up your tech stack

We’re a team of experienced developers, strategists, analysts, and problem solvers with 2,000+ successful implementations under our belt. We specialize in creating custom solutions that align with your business goals.

Whether you need Salesforce CRM support, marketing platform integration, or automation strategies, we’ll help you optimize your systems to work smarter—not harder.

When you’re ready to take the next step, we have two options for you:

1. Book a call with our team.

We’ll discuss your business, your systems, and your goals—and outline a plan to help you get the most out of your tools.

2. Grab our CRM Data Entry Template.

DIY your way to cleaner, leaner data with our free template. It includes step-by-step instructions and pro tips to help you manage your data migration like a pro.

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Our mission at Arketek is to streamline and improve business processes to create a seamless user experience.

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