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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: HubSpot's built-in Salesforce connector keeps your core records — contacts, companies and deals — in sync both ways. The things that connector can't move on its own (line items, attachments, emails, tasks, custom objects) we bring over with our own migration process, and we set rules for which system "wins" on each field so nothing gets overwritten.
- 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.