Hubspot-Salesforce Integration: A New Way to Manage Contacts

Manage your contacts with Salesforce and want to start an Inbound Marketing project that involves the use of HubSpot? Quiet, you can integrate the two softwares so as not to lose any contact info and make the work of the salesmen even more efficient!

HubSpot, the number one software in Inbound Marketing has understood this need coming from more and more companies, and has integrated Salesforce with its own CRM simplifying the process of acquisition and management of contacts. The transition is very simple, intuitive and will improve your business performance. Check out all the news in this article.

Simplify things: All in One!

The integration of Salesforce with HubSpot allows you to transfer your data between the two platforms, avoiding long and laborious steps, facilitating communication between the sales and the marketing team.

Those who deal with sales often experience the management of CRM as a burden, something imposed and of little use. The difference between the classic CRM systems and the new integration of Salesforce on HubSpot is that this is born as an active tool at the service of the sellers that goes beyond the simple annotation of the relationships with the customer. The card of each contact keeps track of all his actions and interactions with the company, such as:

• Site visits
• Pages viewed on site
• Newsletter opening
• Download and open documents
• Exchange of marketing or commercial emails
• Appointments
• phone calls
• Personal data

As you can see, HubSpot automatically integrates the data recorded by Salesforce and collects much more information about the contact by presenting you with a very detailed timeline

In each contact card it collects the complete history of the possible customers, to make it much easier for the commercial management and interaction with them: to remember on the fly the calls made, receive notifications on the appointments taken, pass the info from a salesman to the other.

What do you think those who have already tried it?

Many of our customers already used Salesforce when they decided to start with us an Inbound Marketing project on HubSpot. At the first meetings they asked us how the contemporary management of the two CRMs would be: after seeing the great potential of the integration of the two software, all their doubts collapsed.

We interviewed our customers to understand which are the main features that exploit the commercial and the advantages they have found with this integration. Here is a quick list of their answers.

What are the tools of the HubSpot CRM that are helping your business the most?

• The contact card, which contains all the actions carried out by the contact on the site and by email
• The automatic transfer to Salesforce of form data created with HubSpot
• The specific profiling fields, which allow you to have detailed information on the interests of each contact, useful for the script of phone calls and for appointments
• The pre-packaged email templates that can be sent directly from the HubSpot contact card
• The automated email flows that allow you to exclude and manage separately the most repetitive tasks
• The integration of the calendar of each commercial with the HubSpot meetings

For what reasons did you choose to integrate HubSpot with Salesforce?

• Unique privacy management: HubSpot data processing consent is transferable to Salesforce
• CRM is free
• The integration is really simple and does not require additional work for the preparation

HubSpot can be integrated with any CRM

For customers who handled contacts with a CRM other than Salesforce, or who had not yet started automated management, Hubspot’s knowledge was a great discovery! They had the opportunity for the first time to:

• Collect in a single digital archive all the information of their contacts, definitively trashing sheets of paper, internal emails, excel or cumbersome integrations between software
• Update each profile with phone or live appointments
• Schedule reminders for subsequent appointments

Salesforce and HubSpot have simplified the entire sales process by speeding it up and optimizing the relationship between customer and company. They put an end to communication problems between the sales and marketing team, improving the entire business process. The time has come to test it in your company too!