Services

HubSpot + Salesforce Integration

Our HubSpot and Salesforce integration service ensures a seamless connection between your marketing automation and CRM platforms.

Integrated marketing + sales team
Lead management and better CX
Increased data accuracy
Integration
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Effective integration

Integration is a dynamic marketing engine. By combining HubSpot's robust inbound capabilities with Salesforce's sales capabilities, this integration takes the next step in aligning sales and marketing teams.

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Complete configuration

Improve seamless connectivity with our expert integration implementation services. Tailored to your business needs and goals, we ensure a smooth and efficient integration between Salesforce and HubSpot.

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Integrated environment

This integration allows marketing and sales to interact in an integrated environment, where there can be a continuous flow of data, a personalized experience for leads until they become customers.

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Mejor customer journey

This integration ensures that sales, marketing and operations teams gain a complete understanding of customers, leading to more informed decision making and with integrated project data, teams are empowered to make decisions that align with the overall customer experience.

Our process

In Venditori we have a process that seeks to cover all the needs when integrating HubSpot and Salesforce and get the best results without errors

1

Initial consultation and assessment

Understand client needs and current system setup
Assess data quality and readiness for integration
Assess data quality and readiness for integration

2

Data cleanup and preparation

Conduct duplicate data reports in Salesforce
Perform data hygiene tasks to clean and standardize data
Ensure accurate and complete records for smooth integration

3

Integration user
setup

Create a dedicated integration user in Salesforce
Assign all the necessary permissions to the integration user
We ensure a very clear differentiation of the changes made by HubSpot

4

Installation and
configuration

Install the HubSpot managed package in Salesforce
Configure Salesforce Permission Sets and Visualforce Pages
Set up field mappings and sync settings in HubSpot

5

Testing and
validation

Conduct thorough testing of data syncs between HubSpot and Salesforce
Validate data flow, field mappings, and sync rules
Address any integration errors or issues promptly

6

User training and
support

Provide training sessions for marketing and sales teams
Offer detailed documentation and ongoing support
Ensure users can leverage integrated data effectively
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Services

Integration
repair

Our Integration Repair service is designed to troubleshoot and resolve issues in your existing HubSpot and Salesforce integration.

Identified and corrected data synchronization errors.
Troubleshooting field mapping and other technical issues
Delivering smooth operation and data consistency
Repair integration

1

Issue diagnosis

We conducted an exhaustive evaluation of the existing integration
We identify common errors and data synchronization problems
We analyze field mappings and synchronization rules

2

Error resolution

We fixed data synchronization errors and ensured compatibility
We resolve field mapping problems and synchronization settings
We address inactive pick list values and other data discrepancies

3

Data reconciliation

We reconcile and clean data in both HubSpot and Salesforce
We ensure accurate and consistent data mapping
We practice for data cleansing and synchronization settings

4

Testing and validation

We perform rigorous testing to verify problem resolution
Validate data flow and synchronization accuracy after repair
We ensure that there are no recurring errors or data mismatches

5

Monitoring and support

Set up monitoring tools to detect future integration issues
We provide ongoing support to maintain the health of the integration
We offer proactive recommendations for optimal performance
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I want it!

Get started now with our intregration solutions!

Implement the most robust integration in the market for your company, with our HubSpot and Salesforce integration service.

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Do you need to implement other CRM?

Our Salesforce integration service optimizes processes and improves customer experience and team productivity.

Do you need to
implement
HubSpot?

Our HubSpot implementation service is designed to empower marketing, operations and sales efforts across companies.