HubSpot and Salesforce, agreeing about every record.
Marketing lives in HubSpot, sales lives in Salesforce, and every lead has two owners and two lifecycle stages. We make one system the record for each field and keep the two in sync both ways.
One integration, one named result, two weeks · $5,500, $4,000 after the Health Check credit
What usually breaks
- Duplicate contacts and companies on both sides, because matching is by email only
- Lifecycle stage and lead status that mean different things in each tool
- Sync errors nobody reads until the pipeline report is wrong
- Custom objects and properties that the standard connector does not carry
What we do about it
- Decide the system of record per field and write it down
- Fix the standard connector where it is enough; build Platform Events or REST where it is not
- De-duplicate before the first sync, with a record count you sign off
- Alerts and a runbook for the sync errors, in your admin's hands
What we can show.
At Viedoc, a clinical-trials platform with 52 Salesforce users, we fixed the HubSpot–Salesforce integration and automated the account lifecycle and opportunity process in the first months of a Run engagement: about forty tickets in four months.
Questions about HubSpot.
How long does a HubSpot integration take?
Do you use the standard HubSpot connector?
What happens when it fails at 3 a.m.?
Can our admin maintain it?
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