The sales and marketing of today are increasingly difficult, with a high level of competition and round-the-clock customer support assurance becoming crucial to the lead conversion rates (and consequently the overall revenue) of your business.
We’ll be covering two prominent CRM (customer relationship management software) and marketing tools in our article today, namely HubSpot and Salesforce, so you can understand how an integration of HubSpot CRM with Salesforce can help your business convert leads more effectively and scale your operations.
And, if you’ve already decided to invest in this integration, but don’t know where to begin? Don’t worry, we’ve got you covered. We’re here to make your integration process as easy as possible. We’ll break down the process step by step in this comprehensive guide.
Why Integrate HubSpot CRM with Salesforce?
The benefits of connecting HubSpot with Salesforce are quite obvious for a data-driven team. It not only streamlines processes, but also aligns your marketing and sales teams, resulting in improved collaboration, more accurate reporting, and the ability to undertake complicated tasks across both platforms.
However, like with any BizOps choice or high-risk investment, it is essential to assess the benefits and drawbacks before proceeding with the integration. So, for your ease, we have compiled the greatest benefits and drawbacks of this integration below:
Benefits
- Increased Efficiency: The integration can reduce errors and free up time for your team to focus on other duties by automating data entry.
- Consolidated Data: As your data will be unified, your team can access HubSpot and Salesforce data from a single location, enhancing visibility and enabling better data-driven decisions.
- Better Collaboration: A unified system can enhance the collaboration between marketing and sales teams.
Drawbacks
- Integration Difficulty: The integration procedure might be difficult and may necessitate technical skills.
- Sync Errors: Errors might occur throughout the sync procedure, particularly if data fields in Salesforce and HubSpot are not appropriately mapped.
- Cost: Depending on your requirements, there may be additional fees associated with system integration and maintenance.
Connecting HubSpot CRM with Salesforce
A methodical process is required to successfully integrate HubSpot CRM and Salesforce. Let’s split it down into stages: preparation, setup, launch, optimization, and maintenance.
Preparation
Think of pre-integration like packing for a hike in which you want to make sure you have everything you need before you hit the trail.
Map Out the Integration Plan: Start by working with your team to develop an integration mapping document.
Organize an Integration Huddle: Hold a meeting with key members of your team to kick off the integration process.
With your integration team, be prepared to dedicate at least 20 hours to the integration process over the course of two to three months, including time for troubleshooting and resolving any synchronization errors.
Set-Up
Now it’s time to bridge the gap and connect HubSpot and Salesforce by setting up the backend connection between the systems; HubSpot provides a native Salesforce integration, making the process straightforward: Install the Salesforce App in HubSpot: In the HubSpot App Marketplace, search for Salesforce, click “Install app,” and follow the prompts.
Remember to configure settings in Salesforce. Do this by customizing the integration settings in Salesforce based on your specific requirements and mapping document guidelines.
For example, for data mapping, there are four different update settings to choose from when mapping properties and fields: Prefer Salesforce Unless Blank Always Use Salesforce Two-Way
It is also important to enable selective sync between HubSpot and Salesforce, set up an inclusion list in HubSpot and a custom Salesforce integration user, or use a HubSpot inclusion list. Using a sandbox environment can make testing HubSpot CRM and Salesforce integration easier and quicker.
To connect HubSpot to Salesforce Sandbox, follow these steps in the Salesforce Sync Settings Tab.
Optimization & Maintenance
After successfully deploying the integration, you should concentrate on optimizing and constantly improving your integrated system. Continuous optimization will have an impact on everything from the overall operation of your IT infrastructure to the short- and long-term performance of your campaigns, so don’t underestimate the maintenance efforts required by a functional tech stack.
Workflows and automation should be refined: Monitor and analyze key performance metrics to identify areas for improvement and optimization. You should also conduct audits to detect and correct holes or inefficiencies in your integrated system in order to keep it running smoothly.
Most importantly, keep up with Platform Improvements. It’s crucial that you keep your integrated system up to date with the newest HubSpot and Salesforce innovations to stay ahead of the competition.
How do HubSpot & Salesforce Consultants Help?
The mentioned drawbacks can all be easily dealt with using seasoned experts of the industry. These partners can help resolve your issues by lending you knowledge given their experience with software integrations.
Out trusted HubSpot and Salesforce consultants can make integration a seamless process for you, and train your teams so there are no sync errors and your teams can work efficiently and effectively.
As for the cost, they can also help you assess a thorough cost-benefit analysis to ensure that this investment is worth your time. They can also help in the maintenance of systems so you don’t spend a penny more than necessary to keep things running smoothly.
Final Word
Maintenance is essential after successfully integrating HubSpot CRM with Salesforce. Frequent evaluations and performance monitoring will guarantee that your integration operates smoothly and that you get the most out of both systems.
The HubSpot CRM with Salesforce integration process does not have to be difficult. With the appropriate approach and advice using partners like Techloyce, you’ll be able to leverage the potential of these platforms to propel your revenue plan forward in no time.
Get in touch with us to find out more!
