HubSpot Salesforce Integration Course
Learn how to integrate HubSpot and Salesforce, best use the integration, and maximize value with marketing and sales automation.
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
- 8 Modules
- 75 Videos
- 8 Quizzes
- 7:12 hours
- 1 Certificate of Completion
Watch the Intro
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
- Welcome & Who is Coastal
- Designing a Revenue Operations Strategy
- Guide: Revenue Operations Strategy Development
- Why Use HubSpot
- Why Integrate with Salesforce
- Integration Capabilities and Limitations
- Picking Your HubSpot Plan
- Designing a System Integration Map
- Template: System Integration Map
- Marketing Automation Migration Milestones
- 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
- Introduction to Data Compliance
- Data Compliance in HubSpot and Salesforce
- Data Hygiene in HubSpot and Salesforce
- Guide: Building a Data Hygiene Process
- Permissioning for Marketing Communications
- Defining the Integration User
- Selective Sync for Data Partitioning
- 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
- HubSpot Salesforce Sync 101
- Cheat Sheet: Sync Settings & Nuances
- Data Differences between HubSpot and Salesforce
- Data Compatibility in HubSpot and Salesforce
- Cheat Sheet: Field Mappings & Compatibility
- Creating the Integration User
- Configure Selective Sync
- Understanding Inclusion Lists
- Install the HubSpot Salesforce Integration
- Add the HubSpot Visualforce Component to Salesforce Page Layouts
- 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
- Getting Started with the HubSpot Salesforce Integration
- HubSpot Lifecycle Stage Deep Dive
- Workflow: Basic Data Hygiene Automation
- Workflow: Marketing Contact Automation
- Workflow: Build Salesforce Lead & Contact Property in HubSpot
- Workflow: Link to Salesforce from a HubSpot Contact
- Workflow: Automate Lifecycle Stages in HubSpot
- Workflow: Automate Lead Source Attribution
- Workflow: Manage New Contacts in HubSpot
- Import Data into HubSpot
- Understanding HubSpot User Permissions
- Importing Salesforce Users into HubSpot
- 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
- Introduction to Duplicate Records
- What Makes a Duplicate Record
- How Duplicate Records are Created
- Find Duplicates in the HubSpot Salesforce Integration
- How to Deduplicate Records in the HubSpot Salesforce Integration
- 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
- Understanding Sync Errors
- Association Sync Errors
- Solving Custom Code Sync Errors
- Solving Duplicate Sync Errors
- Solving Permission Sync Errors
- Solving Picklist Sync Errors
- Solving Property Mapping Sync Errors
- Solving Property Value Sync Errors
- 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
- Intro to Marketing and Sales Automation
- HubSpot Workflow Anatomy
- Workflow Triggers
- Workflow Actions
- Workflow Goals
- Workflow Settings
- Using Workflows with Salesforce
- HubSpot Sequences Overview
- Introduction to Salesforce Flows
- Webinar Workflows in HubSpot for Zoom and GoToWebinar
- Create a Sequence for Inbound Website Leads
- Automate Sequences with HubSpot Workflows
- Automating Lead Assignment
- 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
- Developing a Marketing and Sales Game Plan
- How to Scope Reports
- Navigating Campaigns in Salesforce and HubSpot
- HubSpot Standard Reporting
- HubSpot Attribution Reporting
- How to Scope and Build Dashboards
Explore the Course
Intro to the HubSpot Salesforce Integration
Learn why HubSpot is the best marketing automation platform for integrating with Salesforce.
Preparing Salesforce Data for the HubSpot Integration
Learn how to prepare your data in Salesforce before integrating with HubSpot and avoid expensive mistakes.
Integrating HubSpot and Salesforce
Walk through the HubSpot Salesforce integration from start to finish. Then, learn how to install the integration in your organization and explain the nuances of HubSpot and Salesforce to your team.
Getting Started with the HubSpot Salesforce Integration
Learn how to build data hygiene automation, import data into HubSpot, and manage the HubSpot Salesforce integration.
Managing Duplicates in HubSpot and Salesforce
Learn how to find and remove duplicate records efficiently in HubSpot and Salesforce. Then, see how you can prevent duplicates from happening in the first place.
Resolving Sync Errors in HubSpot and Salesforce
Familiarize yourself with each of the eight HubSpot Salesforce Integration Sync Error categories and learn how to fix the most common sync errors!
Automating HubSpot and Salesforce
Learn how to use workflows and sequences in HubSpot and Flows in Salesforce to accomplish your automation goals!
Reporting in HubSpot and Salesforce
Learn how to use campaigns in HubSpot and Salesforce to track marketing performance and build dashboards to really wow your team.
A Preview of the Experience
Learn the theoretical and tactical parts of the HubSpot Salesforce integration with system walkthroughs and step-by-step instructions.
Clearly Outlined Sections
Monitor your progress throughout each Module and see the breakdown of videos and downloadable resources.
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!
Questions You May Ask
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 email@example.com or book time with Lauren here.