HubSpot Salesforce Integration Course

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

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Course Details

Course Curriculum

Module 1 | Intro to the HubSpot Salesforce Integration

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

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

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

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

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
  7. Prevent Duplicates in the HubSpot Salesforce Integration
Module 6 | Resolving Sync Errors in HubSpot and Salesforce

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

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

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
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The team behind this career-changing course!

About Coastal

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