HubSpot Salesforce Connector Set Up Guide

Develop, Build & Integrate Marketplace Apps
1

Hi All,
I wanted to share a video I created on how to connect HubSpot to Salesforce via HubSpot’s SFDC connector.
I’ve found that this can be a confusing and intimdating process for most people so wanted to share with you the basics of how to set it up. Hope it’s helpful for someone and happy to answer any questions you might have!

HubSpot Salesforce Connector?

Ian Matthews

Freelance HubSpot Expert
ianjosephmatthews@gmail.com
ianmatthewsfreelance.com
Book A Chat Here
2

Hi @Ian_Matt,
Thank you for reaching out to us!

We appreciate you taking the time to create a video on the Salesforce Connector and how to get it set up.
What was the most confusing process for you during the setup? How has this integration helped out your businesss?

Best,
@JenWeiss

3

Hi, thanks for the video. Found this very helpfull.

4

Hi @BSAKA2 , awesome glad to hear it :grinning_face_with_smiling_eyes:

Ian Matthews

Freelance HubSpot Expert
ianjosephmatthews@gmail.com
ianmatthewsfreelance.com
Book A Chat Here
5

Ian, thanks for the video.

6

Hi Ian, Thank you for the video. It was very helpful! Do you have any best-practice articles or suggestions for syncing Salesforce and HubSpot? Also, what happens if a contact in HubSpot has two email addresses? How do you manage these types of contacts?

7

Hey @ABrodbeck8,

Happy to chime in here!

Here are a couple of community posts and KB articles that I believe should get you pointed in the right direction!

These two threads cover how to best manage duplicates:

As for contacts having more than one email address on a single record, I believe that this article should have you covered!

Hope this helps!

Sam, Community Manager

8

Thanks @SamTassey for this, it’s really helpful!