How to Sync Opportunities Between HubSpot and SalesforceThe HubSpot-Salesforce Integration App enables businesses to sync opportunity data between the two platforms, allowing for seamless sharing, tracking and managing of opportunities. Here's how you can sync opportunities between HubSpot & SalesForce:
- Connect Accounts – Create a connection between your HubSpot & Salesforce accounts; this ensures a secure & successful transfer of data.
- Map Fields – Map relevant fields from each system or utilize existing mappings; this ensures only relevant data is synced across both systems.
- Configure Sync Rules - Configure rules for when or how often the sync should take place; this gives you full control over your marketing activities.
- Monitor Performance - Track performance metrics over time to optimize campaigns; this allows you to identify areas for improvement in real-time.
By syncing opportunities between HubSpot & Salesforce, businesses can ensure all customer data is up-to-date, organized and accessible at all times!