Raise your hand if you’ve been left scratching your head more than once when dealing with the HubSpot Salesforce Integration.

It’s no secret that managing HubSpot or Salesforce can be a full-time job on its own. Mix the platforms together, and you get quite a handful to run. That’s the reason so many companies end up relying on agencies to run their CRM for them.

At Coastal Consulting, we do things differently. We’re dedicated to empowering teams like yours to manage their HubSpot Salesforce integration so you do not depend on other providers to get everything up and running.

How do we do that? Depending on where you are on your HubSpot Salesforce journey, we step in and devise a strategy or clean up your existing integration. Then, we show you the ropes so you can keep the show running once we’re done.

And now, we’re taking things one step further.

You have questions about the HubSpot Salesforce Integration. We have answers

Why would I integrate HubSpot and Salesforce? Don’t they do the same things?

Salesforce is a tool designed to optimize your sales processes. And HubSpot is designed to improve your marketing and customer service. Some of their functions may overlap — ie, HubSpot also has a Sales Hub, and Salesforce has Marketing Cloud. However, for teams who already have experience with one tool or the other, migrating may be a pain. 

The solution? Integrate them. Continue to use Salesforce to manage your sales processes — but integrate HubSpot to manage your marketing and customer service. The native integration helps you move data seamlessly across your MarTech stack.

What is MarTech?

Wait, MarTech? What is that? 

MarTech is short for Marketing Technology. It’s simply the software you use to automate your marketing processes. Automation (and thus, marketing technology) is essential for sales and marketing alignment. It’s the foundation for revenue operations.

Wait, what is Revenue Operations?

RevOps is a relatively new term that first picked up steam in the B2B world around 2010 when companies realized that misaligned teams weren’t as productive as they could be. 

The gaps caused by this misalignment meant tons of time wasted. They delayed onboarding, had a negative impact on customer support, and cost companies lots of money. Revenue operations strategy was born as a way to close these gaps and improve companies’ processes to increase revenue. Automation is at the core of any revenue operations strategy.

How does the HubSpot Salesforce integration factor into RevOps?

Revenue operations, aka RevOps, is the process of aligning your marketing, sales, and customer service through automation. 

HubSpot and Salesforce allow teams to create custom systems and processes to keep customer-facing teams aligned, free up the teams’ time, and provide personalized interactions to every prospect and customer, improving conversions and retention — thus increasing revenue.

Who can benefit from the HubSpot Salesforce integration?

Any company that wants to improve its marketing, sales, and customer service through automation can benefit from the HubSpot Salesforce integration.

Whether you are looking for a robust MarTech stack or already have either HubSpot or Salesforce, this integration can align your sales and marketing, streamline your operations, and improve your customer experience.

Introducing the first HubSpot Salesforce Integration course

Our newly launched HubSpot Salesforce integration course is the first of its kind to dive into everything your team needs to implement and manage the HubSpot Salesforce integration. That’s because, at Coastal Consulting, we want your team to be able to manage your CRM internally without relying on vendors or agencies.

What does the course cover?

The course is comprised of the technical knowledge you’ll need to work within HubSpot and Salesforce. It also shows you the strategic decisions you’ll need to make along the process. Aka, you’ll walk away knowing how to install the integration — but also knowing why you made the decisions that you did.

Keep in mind that our goal is not to create the most complicated setup. We want you to integrate HubSpot and Salesforce in the easiest way possible to get the job done well. You’ll learn:

  • The strategic components of the integration
  • The tactical steps you’ll need for the installation
  • How to solve the most common pitfalls

Who can benefit from the HubSpot Salesforce Integration course?

You’ll get the most bang for your buck if you’re part of a team who’s looking to implement marketing and sales automation strategically. 

The course is helpful for marketing operations, sales operations, IT teams, agencies, and anyone else who’s curious about how HubSpot and Salesforce work together.

If you’re:

  • Starting out with the HubSpot Salesforce integration.
  • Part of a company that’s considering adopting HubSpot and Salesforce for marketing and sales.
  • Facing issues you don’t know how to fix with your existing integration.
  • Inheriting a mess from a previous coworker or vendor and need to figure it out.

You’ll get valuable knowledge from this course.

The first-ever HubSpot Salesforce integration course is out. Give your team the tools they need for true sales-marketing alignment.

Enroll now

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