The HubSpot-Salesforce integration allows you to seamlessly pass data between HubSpot and Salesforce and maintain consistency between your marketing and sales teams.
In this post, we've pulled all of these and their answers or solutions into one place. So if you're rolling out a HubSpot Salesforce integration now or shortly, read this first.
It is impossible to sync emails sent and logged in Salesforce to HubSpot and have them appear as timeline events.
File attachments associated with Salesforce opportunities will not sync to HubSpot as attachments to Deals using the native integrations. Therefore, you need to consider a one-time migration for attachments via API or third-party tools if you migrate from Salesforce. Or build a custom integration if you want to keep using Salesforce and sync this data with HubSpot.
Product information for an opportunity in Salesforce integration does not sync back to HubSpot as Deal line items. Currently, opportunities/deals are passed from Salesforce into HubSpot only with the total amount of the deal.
The native HubSpot-Salesforce integration does not support syncing of Salesforce cases with HubSpot tickets. To do this, you will need to build a custom integration using both HubSpot and Salesforce APIs or consider one of the IPaaS platforms that can support this.
HubSpot and Salesforce are two of the most powerful platforms in the market. And, when you integrate them, they become even more powerful. However, there's a lot to consider before jumping into an integration like this one - both good and bad.
I hope this post will help you make informed decisions about whether or not it makes sense for you to go ahead with HubSpot-Salesforce native integration or build a custom integration.
If you have any additional thoughts on what we've shared here or would like some guidance from our team as well, please don't hesitate to reach out. We're always happy to help.
Ranya is a serial entrepreneur with over 8 years of experience working on the HubSpot CRM. She loves pushing her sleeves up , and getting s*** done. When she is not running her HubSpot partner agency, you can find her upside down on her yoga mat.
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