When it comes to managing customer relationships, businesses often rely on customer relationship management (CRM) software. Two popular options in the market are HubSpot and Salesforce. Both platforms have their own unique features and capabilities, but how do they compare when it comes to their data models?
Data Models: HubSpot vs Salesforce
HubSpot's data model is built around the concept of a Contact, which represents an individual person. Contacts are the central hub for storing information such as email address, phone number, and job title. HubSpot also has other objects such as Companies, Deals, and Tickets that are associated with Contacts. Companies represent businesses or organizations that Contacts are associated with, while deals and tickets represent potential sales opportunities and customer service inquiries respectively.
On the other hand, Salesforce's data model is based on the concept of an Account, which represents a business or organization. Accounts are the central hub for storing information such as address, industry, and revenue. Contacts are associated with Accounts and represent individual people within those businesses or organizations. Salesforce also has other objects such as Leads, Opportunities, and Cases that are associated with Accounts and Contacts. Leads represent potential customers, while opportunities represent potential sales opportunities, and cases represent customer service inquiries.
Object Mapping in the HubSpot Salesforce Integration
When integrating HubSpot and Salesforce, it is important to understand how the objects map to one another. Here's a breakdown of how each object in HubSpot maps to an object in Salesforce:
- Contact: HubSpot's Contact maps directly to Salesforce's Contact and Lead.
- Company: HubSpot's company maps to Salesforce's Account.
- Deal: HubSpot's deal maps to Salesforce's Opportunity.
- Ticket: HubSpot's ticket maps to Salesforce's Case.
When syncing data between HubSpot and Salesforce, it is important to ensure that the data is mapped correctly between the two systems. And, that the integration settings are configured according to your business model. For example, if your organization does not use Leads in Salesforce, make sure that HubSpot is set to create Contacts in Salesforce, and not Leads.
While both HubSpot and Salesforce have their own unique data models, it is possible to integrate the two systems by mapping their respective objects to one another. By understanding how the objects map to one another, businesses can ensure that their data is synced correctly between the two systems and manage customer relationships more effectively.
Should I Integrate HubSpot and Salesforce?
We’ve worked with companies that are using HubSpot and Salesforce independently. HubSpot is just for marketing after all, right? Wrong.
HubSpot is a full CRM platform that actually rivals Salesforce in adoption and growth. But, many teams that have used Salesforce from the start just aren’t ready to make the switch. We get it. Changing your core CRM is challenging. So, if you want the usability of the #1 marketing platform on the market (HubSpot) and the familiarity of your legacy CRM (Salesforce), it’s time to install the HubSpot Salesforce integration.
Integrating HubSpot and Salesforce can provide several benefits for businesses looking to manage customer relationships more effectively. Here are some reasons why you should consider integrating HubSpot and Salesforce:
- Centralized data: Integrating the two systems can provide a centralized location for all customer data, making it easier for sales and marketing teams to access and use the data.
- Improved lead management: With both systems integrated, businesses can track leads throughout the entire sales process, from initial contact to closing the deal.
- Marketing automation: HubSpot's marketing automation capabilities can be used to create targeted campaigns, while Salesforce can be used to track the results and follow up with leads.
- Better reporting and analytics: Integrating the two systems can provide more accurate reporting and analytics, enabling businesses to make data-driven decisions.
- Customizable Workflows: Integrating HubSpot and Salesforce can allow for customizable workflows that fit the unique needs of a business.
In summary, integrating HubSpot and Salesforce can provide several benefits for businesses looking to manage customer relationships more effectively, improve lead management, automate marketing efforts, and gain better insights through reporting and analytics.
Get Started with the HubSpot Salesforce Integration
Integrating HubSpot and Salesforce is as easy as installing the HubSpot managed package in Salesforce, configuring a Salesforce integration user, building a HubSpot inclusion list, syncing properties between HubSpot and Salesforce, building HubSpot Workflows, creating custom activity types in Salesforce to accommodate HubSpot marketing activities, and… that’s (mostly) it!
Yes, it’s easy to install the managed package. But, effectively installing and using the HubSpot Salesforce integration is not as simple as clicking a few buttons. If you’re worried about how the integration will impact your business, work with an expert to install the HubSpot Salesforce integration.
Coastal Consulting is the only firm that only provides HubSpot and Salesforce integration services. Really - it’s all we do! We’re a small team focused on integrating HubSpot and Salesforce, repairing integrations that have fallen off course, and helping your team scale with the integration.
Ready to get some help? Let’s chat.