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Five Steps to Integrating HubSpot and Salesforce

HubSpot Salesforce Integration Guide

Download our 5-step guide to installing the HubSpot Salesforce Integration.

We'll teach you how to integrate HubSpot and Salesforce (and get it right the first time!). 

Guide Overview

5-Step Guide to the HubSpot Salesforce Integration

Integrations are tricky - this one doesn't have to be! Take a look at what's inside our HubSpot Salesforce Integration guide.

Step One

A system is only as strong as the process it supports. (But you knew that 😉 )

Before you hit "Connect," let's fully understand how data is flowing through your Tech Stack and see how we can optimize along the way.

Step Two

It's time to say "hasta la vista, baby" to your old marketing automation platform. We'll walk you through migrating to HubSpot from systems like Marketo and Pardot so you can start HubSpotting right away.

Step Three

How many tabs do you have open right now? 10? 20? Maybe today it's 30. Oof. Let's see how many systems we can consolidate into HubSpot so you can close the tabs and give your RAM a break!

Step Four

Before you dive in, we'll walk you through the key differences in the HubSpot and Salesforce data models. Then, we'll show you have to avoid common mistakes when integrating HubSpot and Salesforce.

Step Five

It's show time! Let's go step by step through the HubSpot Salesforce Integration install process. No, really! We'll tell you which buttons to press and everything.

Meet the Team

The Duo Behind the Guide

Lauren and Sawyer work in HubSpot & Salesforce every day with our clients. They know the ins and outs of the integration - and built this guide with you in mind!