How to Connect Salesforce With HubSpotConnecting Salesforce with HubSpot makes it easy to manage customer data and track performance across multiple channels. Here are the steps for setting up a successful connection between both platforms:
- Install App – Begin by installing the Salesforce app, which adds a HubSpot menu option in the top navigation bar of your system & allows access to HubSpot tools & features.
- Configure Settings – Once installed, configure settings such as object mappings and field mappings; this ensures that data is properly synced between systems and provides an easier user experience.
- Sync Information – Using the sync functions, ensure all information from both platforms is up-to-date at any given time; this makes it easier for teams to collaborate & execute tasks seamlessly.
- Test Connection – Test out the connection to make sure everything is working properly; check for errors and take appropriate actions if any are identified.
- Start Tracking – Finally, start tracking performance metrics across all of your channels using reports & dashboards available in both platforms; this helps identify areas of improvement & capitalize on success.
By connecting Salesforce with HubSpot, businesses can collect more meaningful data, automate processes & drive growth!