In today's digital age, businesses need to leverage the power of technology to stay competitive. Two of the most popular software solutions for managing customer relationships are HubSpot and Salesforce. While both platforms offer powerful tools for managing leads and customers, businesses often face challenges when trying to integrate the two systems. Is there a way to seamlessly integrate HubSpot and Salesforce without any coding experience?
Challenges when using both hubspot and salesforce
One of the biggest challenges businesses face when using both HubSpot and Salesforce is the lack of seamless integration. Some business uses Salesforce as main CRM to manage sales info, and uses HubSpot for leads generation and marketing campaigns. But both platforms have different ways to store customer data , which can make it difficult to synchronize data between the two systems.
Additionally, businesses may struggle with duplicate data and inconsistent data across the platforms, leading to errors, repetitive work and inefficiencies.
how to integrate hubspot and salesforce without any coding experience
You might think that it takes a lot of technical efforts to sync data between the two platforms. Fortunately, there are several ways to integrate HubSpot and Salesforce without any coding experience.
One of the easiest ways is to use a third-party integration tool like Zapier. Zapier allows you to connect HubSpot and Salesforce with just a few clicks and set ups. It can automatically transfer data between the two platforms without any code.
Another option is to use an SFDC connector to set up the integration. The SFDC connector is a naturally built-in connector links between SalesForce and HubSpot. Compared with Zapier, it offers a more robust integration solution, including custom field mapping and automatic lead and contact synchronization.
Examples of hubspot and salesforce integration by using sfdc connector
For example, one of our customer is in B2B industry selling IoT devices to enterprises. They are using Salesforce as the primary CRM system, but they also use HubSpot for marketing automation and lead management. They want to get lead data from HubSpot (generated by marketing campaigns, ads, etc) to Salesforce and use HubSpot as the main email marketing platform for leads nurturing.
We determine that the HubSpot to SFDC connector is the best solution for this challenge since it enables two-way synchronization between Salesforce and HubSpot. This means that data can be transferred seamlessly between the two systems, ensuring that both systems have the most up-to-date information.
We set up a plan for the mapping fields between the two systems, such as job titles, industries, etc, setting up the connector, and testing the integration to ensure it is working correctly.
By set up this integration, we were able to help our customer streamline their lead management process.
Integrating HubSpot and Salesforce can be a game-changer for businesses looking to improve their sales performance. By synchronizing data and creating a seamless workflow between the two platforms, businesses can streamline the sales process, improve efficiency, and ultimately drive more revenue. Whether you use a third-party integration tool like Zapier or an SFDC connector, integrating HubSpot and Salesforce is well worth the effort.
If you have any trouble in setting HubSpot and Salesforce integration or building seamless workflow between different applications, please feel free to call us to discuss about your solutions.