HubSpot-Salesforce integration

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New Contributor

Hi

 

One of our customers suggests us to integrate HubSpot and Salesforce.
So my question-
1. How to integrate HubSpot and Salesforce?
2. What is the advantages of using SalesForce?

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Anonymous

Hi @carler 

 

Can you please check this https://community.hubspot.com/t5/Email-Marketing-Tool/Salesforce-integration/m-p/317699#M3845 Ticket.

Hope you find your solution!

 

Thanks!

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Regular Contributor

Here is how to integrate both systems: https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration. We integrated SalesForce to HubSpot for 2 years before stopping the sync completely and moved to only using HubSpot. You have to be very careful with your integration settings and choosing SalesForce information updating HubSpot information and so forth. The data from the two systems never matched and ended up destroying the data integrity for small and unthinkable instances. If I were to do it again, I would have re-created all the processes from SalesForce into HubSpot. I would have only used the sync for a couple of weeks to make sure there were no major issues and then exported all data from SalesForce and uploaded it into HubSpot. 

 

Once you start the integration, you have to be mindful of processes in SalesForce and how they affect the data in HubSpot. You really need someone who knows your data in SalesForce inside and out or someone who can learn it quickly.

 

I used SalesForce for a long, miserable year before switching to HubSpot. I would 100% recommend HubSpot over SalesForce. I personally am able to do everything I could in SalesForce with 1/10 the issues. I did a paper for school on the pros and cons of both Salesforce and HubSpot and the main consensus for users was: SalesFore is better for HUGE companies and HubSpot takes longer to learn, yet has more benefits. HubSpot chargers per contact, which SalesForce does not. However, my personal experience: all of the contacts in SalesForce needed custom coding and expensive third parties for basic CRM needs and their customer service was the most frustrating experience. It is laughable now that I do not have to deal with it anymore.

 

Experience of switching from SalesForce to HubSpot:

I stopped the sync from SalesForce to HubSpot last year. There is a certain cadence in which to do it. (Instructions). I backed up all SalesForce and HubSpot data on the cloud before doing so, in case there were any issues and I needed to import/upsert/restore. Killing the sync did not mess anything up for us with contacts, deals, companies, pipelines, etc. The main issue I encountered was HubSpot deactivating Salesforce only users. However, they send you a list right away so you can re-assign everything before they deactivate the account. (I believe they were deactivated 24-48 hours later) Nothing (like tasks, deals, etc.) deletes, it just becomes unassigned.

 

However, my best advice is to pause the sync for at least 3 weeks before deleting the sync. I ran into a multitude of issues once pausing the sync and was able to handle them before completely deleting the sync. There were certain overrides and properties being assigned in SalesForce that needed to be recreated in HubSpot. I hope this helps! 

2 Replies 2
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Anonymous

Hi @carler 

 

Can you please check this https://community.hubspot.com/t5/Email-Marketing-Tool/Salesforce-integration/m-p/317699#M3845 Ticket.

Hope you find your solution!

 

Thanks!

Reply
0 Upvotes
Highlighted
Regular Contributor

Here is how to integrate both systems: https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration. We integrated SalesForce to HubSpot for 2 years before stopping the sync completely and moved to only using HubSpot. You have to be very careful with your integration settings and choosing SalesForce information updating HubSpot information and so forth. The data from the two systems never matched and ended up destroying the data integrity for small and unthinkable instances. If I were to do it again, I would have re-created all the processes from SalesForce into HubSpot. I would have only used the sync for a couple of weeks to make sure there were no major issues and then exported all data from SalesForce and uploaded it into HubSpot. 

 

Once you start the integration, you have to be mindful of processes in SalesForce and how they affect the data in HubSpot. You really need someone who knows your data in SalesForce inside and out or someone who can learn it quickly.

 

I used SalesForce for a long, miserable year before switching to HubSpot. I would 100% recommend HubSpot over SalesForce. I personally am able to do everything I could in SalesForce with 1/10 the issues. I did a paper for school on the pros and cons of both Salesforce and HubSpot and the main consensus for users was: SalesFore is better for HUGE companies and HubSpot takes longer to learn, yet has more benefits. HubSpot chargers per contact, which SalesForce does not. However, my personal experience: all of the contacts in SalesForce needed custom coding and expensive third parties for basic CRM needs and their customer service was the most frustrating experience. It is laughable now that I do not have to deal with it anymore.

 

Experience of switching from SalesForce to HubSpot:

I stopped the sync from SalesForce to HubSpot last year. There is a certain cadence in which to do it. (Instructions). I backed up all SalesForce and HubSpot data on the cloud before doing so, in case there were any issues and I needed to import/upsert/restore. Killing the sync did not mess anything up for us with contacts, deals, companies, pipelines, etc. The main issue I encountered was HubSpot deactivating Salesforce only users. However, they send you a list right away so you can re-assign everything before they deactivate the account. (I believe they were deactivated 24-48 hours later) Nothing (like tasks, deals, etc.) deletes, it just becomes unassigned.

 

However, my best advice is to pause the sync for at least 3 weeks before deleting the sync. I ran into a multitude of issues once pausing the sync and was able to handle them before completely deleting the sync. There were certain overrides and properties being assigned in SalesForce that needed to be recreated in HubSpot. I hope this helps!