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You invested in a customer-relationship management software AND a marketing-automation software so you can track individuals throughout their buyers' journey. But what help are the two in managing your marketing and sales process if they aren't working together to identify contacts and their stages in your funnel? Our HubSpot experts can help you import contacts from Salesforce to HubSpot, so your marketing-automation software recognizes existing contacts when they engage with your marketing team.
The integration between HubSpot and Salesforce is a bridge between your marketing database and your sales database, allowing activity and information to move seamlessly between the two. With this integration, your sales team will consistently have the most up-to-date leads from your marketing team. Additionally, your sales team will have the ability to leverage the HubSpot intelligence data gathered from your marketing efforts so it can prioritize and personalize its communications with new leads.
When a lead comes into HubSpot through your marketing efforts, he or she will go through many stages before becoming a customer. With the HubSpot-Salesforce integration, these stages can be passed between the two platforms. Since not every lead will be the most qualified, HubSpot allows you to create a list of leads that meet only particular criteria. From there, you can limit the communication between HubSpot and Salesforce to include only contacts that meet the requirements of that list.