The Benefits of Integrating Salesforce and HubSpot

Integrating Salesforce with HubSpot allows organisations to take full advantage of HubSpot's amazing marketing automation tools as well as Salesforce’s robust CRM functionalities. Whether you are in marketing, sales or customer service, this integration can transform the way you work every day and help your business scale in the long run, especially if you get help from an experienced and dedicated Salesforce and HubSpot consulting partner.

Single View of Customers

One of the main benefits is enhanced data visibility. With HubSpot and Salesforce syncing, all customer interactions – from notes, email opens & responses to form submissions and page view – are logged in one single source of truth. This consolidated view provides a complete picture of each customer’s journey, enabling your team to make more informed decisions, produce more personalised communications and deliver support and outreach faster.

Streamlined Lead Management

Another major advantage is optimising the lead management process spanning across your marketing and sales teams, especially when your organisation uses HubSpot marketing automation to capture leads and Salesforce CRM to manage and nurture those leads into customers. Salesforce and HubSpot’s two-way sync means that changes, such as new contact details or lead status changes, are immediately updated on both platforms, allowing team members to access accurate and up-to-date data to take timely action.

Synergy between Departments

Moreover, the integration improves collaboration among all divisions within your company. Marketers, sales reps and support agents can work collaboratively towards their individual and shared goals. For example, support agents can view and track customer issues and inquiries to provide relevant assistance. They can use that data to collaborate with the sales team, alerting them if a potential deal is at risk due to an ongoing issue. If a lead is considering an upgrade or additional service but is facing a service-related problem, sales can delay outreach until the issue is resolved, ensuring a smoother conversation when the time is right.

Enhanced Productivity

Last but not least, your organisation will enjoy a productivity boost, thanks to both CRMs’ automating power. Salesforce Flows and HubSpot Workflows can trigger actions based on specific customer interactions. Besides, both systems help users auto-log emails, calls as well as recipients’ interactions, e.g. opens, clicks, and replies. Using HubSpot and Salesforce in tandem reduces the amount of time-consuming repetitive tasks, such as lead assignments and data updates that your sales and service staff have to do while still ensuring that prompt follow-ups and personalised support are provided. As a result, your team members can have more time for strategic tasks, such as closing deals and building rapport with customers.

In brief, HubSpot and Salesforce integration provides a powerful way to align marketing and sales with service and drive business growth through better data visibility and automation. As your trusted CRM partner with expertise in both CRMs, Girikon offers HubSpot and Salesforce integration services that can help you harness the full power of your systems and unlock the full potential of your business.

About Author

Natalie Thuy Ngan Nguyen

Natalie is a dedicated Marketing Analyst with a knack for writing engaging content, crafting visually appealing assets and designing intuitive user experiences. As a certified Salesforce Marketing Cloud Email Specialist and HubSpot Marketing Hub Specialist, she loves planning impactful marketing strategies, mapping seamless customer journeys and sending personalised communications. Natalie is passionate about harnessing technology and using the right tools to help companies foster meaningful and lasting connections with their stakeholders