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Salesforce + HubSpot Integration
Salesforce is a CRM and sales platform. Our integration connects contacts, accounts and opportunities with HubSpot, giving revenue teams a single, unified pipeline.Our Experience
Method: HubSpot's native Salesforce connector (two-way Data Sync) for standard objects + our Alpha/Delta migration & custom scripts for what it can't carry.
Built: two-way Contacts/Leads↔Contacts, Accounts↔Companies, Opportunities↔Deals via inclusion lists; one-time migration of Opportunity Products (line items), attachments, emails, tasks and custom objects; per-field source-of-truth rules.
In plain terms: We've synced (and migrated) Salesforce with HubSpot: the built-in connector keeps your core records — contacts, companies and deals — in step both ways, while the things it can't move on its own (line items, attachments, emails, tasks, custom objects) we've brought over with our own migration scripts, setting per-field rules for which system "wins" so nothing gets overwritten. That means you can fully move off Salesforce, or run both side by side during a phased rollout, without a risky big-bang cut-over.
- CRM
- Migration & sync
Planning a Salesforce + HubSpot integration?
Tell us which Salesforce systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Salesforce systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Salesforce Object | Direction |
|---|---|---|
| Contacts | Contact / Lead | Two-way |
| Companies | Account | Two-way |
| Deals | Opportunity | Two-way |
| Line Items / Attachments / Custom Objects | HubSpot | HubSpot → External |
Use Cases
Migration & Coexistence
Move off Salesforce or run both side by side — HubSpot's native connector keeps core records in sync while we migrate the rest, so there's no hard cut-over.
Salesforce → HubSpot via native sync + Alpha/Delta migrationFull Sales Visibility
Salesforce opportunities land in HubSpot as deals, so leadership can forecast and report on the whole pipeline from one place.
Salesforce Opportunity → HubSpot Deal → ForecastingNothing Left Behind
The things the native connector can't move on its own — line items, attachments, emails, tasks and custom objects — we bring over with our own migration, with rules for which system wins on each field.
Line items, attachments, emails, tasks, custom objects → HubSpotFeatures
- Native two-way Data Sync (contacts, companies, deals)
- Inclusion-list scoping
- Opportunity-Product/line-item migration
- Attachment, email & task migration
- Custom object mapping
- Alpha/Delta cutover
Frequently Asked Questions
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How does the Salesforce HubSpot integration work?
Salesforce is a CRM/sales platform. HubSpot's native Salesforce connector two-way-syncs contacts, companies and deals; objects it can't carry natively — Opportunity Products (line items), attachments, emails, tasks and custom objects — we migrate with our Alpha/Delta process and custom scripts.
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What data can I sync between Salesforce and HubSpot?
Contacts/Leads ↔ Contacts, Accounts ↔ Companies, Opportunities ↔ Deals (two-way), plus one-time migration of line items, attachments, activities and custom objects.
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Can the integration be customized to our Salesforce setup?
Yes. We scope inclusion lists, per-field source-of-truth rules, and a migration plan for everything the native connector can't carry.