How To Integrate HubSpot With Salesforce
- Create HubSpot Account: Sign up for a HubSpot account if you don’t have one.
- Create Salesforce Account: Ensure you have a Salesforce account ready for integration.
- Access HubSpot Settings: Log in to HubSpot and go to your account settings.
- Find Integrations: Navigate to the "Integrations" section in HubSpot settings.
- Select Salesforce: Look for Salesforce in the list of available integrations.
- Connect Accounts: Click on "Connect" and follow the prompts to link your HubSpot and Salesforce accounts.
- Authorize Access: Grant necessary permissions for HubSpot to access Salesforce data.
- Choose Sync Options: Decide what data you want to sync between HubSpot and Salesforce.
- Set Up Field Mapping: Map fields between HubSpot and Salesforce to ensure data consistency.
- Test the Integration: Run a test to ensure data is syncing correctly between both platforms.
- Monitor Sync Status: Regularly check the sync status to ensure everything is working smoothly.
- Adjust Settings as Needed: Modify sync settings based on your business needs over time.
