Increase Sales with a HubSpot to Salesforce Integration

By Mona McGraw | September 25, 2019 | Tips and Tricks

As an inbound marketing software that helps businesses drive traffic to their websites, HubSpot will automate most tasks that involve converting leads to sales.

This hefty CRM is an all-in-one tool that enables you to:

  • Design/customize your own Web forms (important for attracting new leads)
  • Easily send newsletters (with no technical support needed)
  • Automate prospect follow-up from newsletter subscriptions
  • Use HubSpot’s CMS to quickly/easily create online content
  • Segment your audience and assign scores to your best leads
  • Make use of various other feature-rich marketing automations involving social media, landing pages, ads, and much more.

Salesforce is another highly regarded CRM with many similarities to its newer rival HubSpot. While Salesforce is more easily customizable and has more menu options than HubSpot, HubSpot has better lead generation marketing options.

In regard to workflow functionality, you’ll be able to set up some basic drag-and-drop processes with HubSpot, but without the flexibility and customization for workflows offered by Salesforce.

As you can see, there are unique/complimentary features that both highly rated CRMs offer. For those who want to hone their sales process to a more predictable/scientific method, you may want to consider the feasibility of using the two platforms together, while cherry-picking the best features of each.

It sounds like these two tools perform a lot of the same functions, so why would I need to connect them? While they do have some overlapping features, here is a list of ways that enterprising retailers use the two together:

  • Use the customization/workflow power of Salesforce
  • Use the more intricate lead generation marketing features offered by HubSpot.
  • Insert contacts in lists for both tools
  • Update contacts in lists for both tools
  • Insert contacts in segments for both tools
  • Update contacts in segments for both tools

After some research into both highly regarded CRMs, you may decide to narrow the divide between marketing and sales with a HubSpot/Salesforce integration.

Why use the FlowLink platform to connect HubSpot to Salesforce rather than a native integration? A native integration is a connector that’s built into a specific software tool and used exclusively by that software tool to connect to another specific tool. It’s built by the company that runs the platform, and the cost is often baked into the overall platform.

A native integration (software connector) will only share data between the company that owns the tool and the specific other tool that the connector is designed to communicate with.

With the FlowLink platform, ALL data can flow BOTH WAYS between all of your back office tools. Your whole back office shares information seamlessly, and you have much less repetitive data entry/time consuming manual tasks, therefore fewer bottlenecks, and a faster sales/overall back office workflow cycle.

For more information on how/why to connect HubSpot and Salesforce and how to get your entire cadre of back office tools seamlessly sharing data, contact us. Many FlowLink integration clients see up to a 50% increase in back office productivity, depending on the number of integrations used and how they collect and share data.

Mona McGraw deconstructs the mysterious “backend” of the eCommerce back office so that Store Owners have the knowledge necessary to make informed decisions.


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Increase Sales with a HubSpot to Salesforce Integration

September 25, 2019   |  Tips and Tricks

As an inbound marketing software that helps businesses drive traffic to their websites, HubSpot will… Read More