HubSpot Salesforce Integration Course

Learn how to integrate HubSpot and Salesforce, best use the integration, and maximize value with marketing and sales automation.

Learn More ↓

Course Overview

Who is this for?

  • Marketers, Sales Ops, or RevOps professionals managing the HubSpot Salesforce integration
  • Agencies looking to offer HubSpot Salesforce integration services

What you'll learn:

  • Introduction to the HubSpot Salesforce Integration
  • Explain the value of RevOps and build a RevOps strategy for your team
  • Design and implement data hygiene measures to ensure quality data in HubSpot and Salesforce
  • Install the HubSpot Salesforce Integration
  • Prevent and manage duplicate data in HubSpot and Salesforce
  • Identify and explain integration sync errors and confidently resolve them
  • Build Workflows in HubSpot and Flows in Salesforce to support the integration
  • Plan for and report on your campaigns in HubSpot and Salesforce

Course Details:

  • 8 Modules
  • 75 Videos
  • 8 Quizzes
  • 7:12 hours
  • 1 Certificate of Completion
  • $3,000 per course license

Course Reviews

Review from Jess at BetterLesson
Review from Jess at BetterLesson
Review from Jill at HubSpot
Review from Jill at HubSpot
LinkedIn Review from Christina at Signal Advisors
Review from Jess at BetterLesson

Watch the Intro

Course Curriculum

Module 1 | Intro to the HubSpot Salesforce Integration (8 Videos, 62 minutes)

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

HubSpot Video

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
Module 2 | Preparing Salesforce Data for the HubSpot Integration (7 videos, 40 minutes)

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

HubSpot Video

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
Module 3 | Integrating HubSpot and Salesforce (9 videos, 45 minutes)

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

HubSpot Video

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
Module 4 | Getting Started with the HubSpot Salesforce Integration (13 videos, 72 minutes)

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

HubSpot Video

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
Module 5 | Managing Duplicates in HubSpot and Salesforce (6 videos, 46 minutes)

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

HubSpot Video

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
Module 6 | Resolving Sync Errors in HubSpot and Salesforce (9 videos, 27 minutes)

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

HubSpot Video

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
Module 7 | Automating HubSpot and Salesforce (14 videos, 105 minutes)

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

HubSpot Video

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
Module 8 | Reporting in HubSpot and Salesforce (6 videos, 31 minutes)

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

HubSpot Video

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. Salesforce Reporting for Marketers
  7. How to Scope and Build Dashboards
Back to top

Explore the Course

The entire course is available for $3,000 with each individual module available for the prices listed below. And, Module 1 is always free!

A Preview of the Experience

Preview of Module 5, Lesson 3 in Coastal Academy

In-Depth Videos

Learn the theoretical and tactical parts of the HubSpot Salesforce integration with system walkthroughs and step-by-step instructions.

Preview of Module 3 in Coastal Academy

Clearly Outlined Sections

Monitor your progress throughout each Module and see the breakdown of videos and downloadable resources.

Preview of Module 4 Quiz in Coastal Academy

Check-Ins

Test your knowledge with check-ins following each of the 8 modules. When you've passed all of the quizzes, you'll receive a certificate of completion!

Meet Your Teachers

The team behind this career-changing course!

Why Learn with Coastal Consulting

Coastal Consulting is a people-first learning organization specializing in the HubSpot Salesforce integration.

Certified Experts

Highly Recommended

Questions You May Ask

Why should I pay for this course?

This course was designed as an alternative to an agency partner. If you're team can't afford a partner - or has a DIY attitude - this course is for you! The lessons we teach make up our $30k implementation package for the HubSpot Salesforce integration. For just 10% of the cost, you can access all of our insider info and DIY the integration (without all the mess)!

What are your qualifications?

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

Do you offer refunds?

We do not offer refunds for the course. If you're not sure about the value, please start Module 1 for free or purchase one of the individual Modules before purchasing the full course. Then, you can move forward with full confidence that the value really is there!

Who can I talk to if I have questions?

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

Back to top