HubSpot Salesforce Integration Course

Salesforce is a powerful CRM, but it doesn't quite hit the mark for marketers. In this lesson, learn why HubSpot is the best marketing automation platform for integrating with Salesforce.

Module 1 Preview

Module Outline

1. Welcome & Who is Coastal
2. Designing a Revenue Operations Strategy
   • Guide: Revenue Operations Strategy Development
3. Why Use HubSpot
4. Why Integrate with Salesforce
5. Integration Capabilities and Limitations
6. Picking Your HubSpot Plan
7. Designing a System Integration Map
   • Template: System Integration Map
8. Marketing Automation Migration Milestones
9. Building Your Implementation Team

Now, for the fun part—data compliance. Data in HubSpot and Salesforce are subject to additional documentation and compliance standards. Learn how to prepare your data in Salesforce before integrating with HubSpot and avoid expensive mistakes.

Module 2 Preview

Module Outline

1. Introduction to Data Compliance
2. Data Compliance in HubSpot and Salesforce
3. Data Hygiene in HubSpot and Salesforce
   • Guide: Building a Data Hygiene Process
4. Permissioning for Marketing Communications
5. Defining the Integration User
6. Selective Sync for Data Partitioning
7. Salesforce Admin’s Pre-Integration To-Dos

After laying a solid foundation, we'll walk through the HubSpot Salesforce integration from start to finish. Next, you'll learn how to install the integration in your organization and explain the nuances of HubSpot and Salesforce to your team.

Module 3 Preview

Module Outline

1. HubSpot Salesforce Sync 101
   • Cheat Sheet: Sync Settings & Nuances 
2. Data Differences between HubSpot and Salesforce
3. Data Compatibility in HubSpot and Salesforce
   
   • Cheat Sheet: Field Mappings & Compatibility
4. Creating the Integration User
5. Configure Selective Sync
6. Understanding Inclusion Lists
7. Install the HubSpot Salesforce Integration
8. Add the HubSpot Visualforce Component to Salesforce Page Layouts
9. Assigning the HubSpot Permission Set

The work's not complete once the integration is installed. In this lesson, you'll learn how to build data hygiene automation, import data into HubSpot, and keep the integration up-to-date!

Module 4 Preview

Module Outline

1. Getting Started with the HubSpot Salesforce Integration
2. HubSpot Lifecycle Stage Deep Dive
3. Workflow: Basic Data Hygiene Automation
4. Workflow: Marketing Contact Automation
5. Workflow: Build Salesforce Lead & Contact Property in HubSpot
6. Workflow: Link to Salesforce from a HubSpot Contact
7. Workflow: Automate Lifecycle Stages in HubSpot
8. Workflow: Automate Lead Source Attribution
9. Workflow: Manage New Contacts in HubSpot
10. Import Data into HubSpot
11. Understanding HubSpot User Permissions
12. Importing Salesforce Users into HubSpot
13.  Add and Update Fields in the Integration

Duplicate records are a harsh reality in all CRMs. But, the impact can be even worse when you have duplicates in two CRMs. Learn how to find and remove duplicate records in HubSpot and Salesforce.

Module 5 Preview

Module Outline

1. Introduction to Duplicate Records
2. What Makes a Duplicate Record
3.  How Duplicate Records are Created
4. Find Duplicates in the HubSpot  Salesforce Integration
5. How to Deduplicate Records in the HubSpot Salesforce Integration
6. Use Insycle to Deduplicate HubSpot and Salesforce Records

While using the HubSpot Salesforce integration, you're bound to run into a few sync errors. Luckily, HubSpot surfaces these errors for you and links directly to the issue so you can resolve them quickly (without a developer!). In this lesson, you'll be introduced to each of the eight HubSpot Salesforce Integration Sync Error categories and learn how to fix the most common sync errors!

Module 6 Preview

Module Outline

1. Understanding Sync Errors
2. Association Sync Errors
3. Solving Custom Code Sync Errors
4. Solving Duplicate Sync Errors
5. Solving Permission Sync Errors
6. Solving Picklist Sync Errors
7. Solving Property Mapping Sync Errors
8. Solving Property Value Sync Errors
9. Solving Other Sync Errors
   
   • Cheat Sheet: Common Sync Errors Solved

You chose to integrate HubSpot and Salesforce for a reason! Likely, the marketing and sales automation. 🤩  In this lesson, you'll learn how to use workflows and sequences in HubSpot and Flows in Salesforce to accomplish your automation goals!

Module 7 Preview

Module Outline

1. Intro to Marketing and Sales Automation
2. HubSpot Workflow Anatomy
3. Workflow Triggers
4. Workflow Actions
5. Workflow Goals
6. Workflow Settings
7. Using Workflows with Salesforce
8. HubSpot Sequences Overview
9. Introduction to Salesforce Flows
10. Webinar Workflows in HubSpot for Zoom and GoToWebinar
11. Create a Sequence for Inbound Website Leads
12. Automate Sequences with HubSpot Workflows
13. Automating Lead Assignment
14. Automating Lead to Account Assignment

You've put in the work, now it's time to wrap it up with a bow and show off your results! In this lesson, you'll learn how to use campaigns in HubSpot and Salesforce to track marketing performance and build dashboards to really wow your team.

Module 8 Preview

Module Outline

1. Developing a Marketing and Sales Game Plan
2. How to Scope Reports
3. Navigating Campaigns in Salesforce and HubSpot
4. HubSpot Standard Reporting
5. HubSpot Attribution Reporting
6. How to Scope and Build Dashboards

We are a Certified Diamond HubSpot Solutions Partner and a Salesforce Consulting Partner. We hold all current HubSpot Certifications and are Certified Salesforce Administrators. We've been in the HubSpot Salesforce integration game for 8+ years and pride ourselves on our ability to tackle even the messiest of integrations. Not convinced? Check out our reviews on the HubSpot Directory. 

We're happy to help! Email us at support@coastalconsulting.co or book time with Lauren here.