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Pulsion is a digital marketing agency that is a certified HubSpot partner
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Pulsion is a digital marketing agency that is 5 star rated on Google
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Pulsion is a digital marketing agency that is a certified Google Partner

Maximize the power of HubSpot and Salesforce together, or make the switch.

HubSpot and Salesforce can become overwhelming even for seasoned marketing professionals when data, ownership, automation and processes span both platforms. We help determine the right approach, whether integration, restructuring or migration, then manage the architecture and implementation, no matter how complex the environment.

HubSpot and Sales Force Integration - Keep information connected

Keep information connected

Define the customer, company, lead and sales data that should move between HubSpot and Salesforce and how that information should be maintained.

HubSpot and Sales Force Integration - Put data where it belongs

Put data where it belongs

Map standard and custom properties between platforms so important information reaches the correct records and fields in each system.

HubSpot and Sales Force Integration - Connect the customer journey

Connect the customer journey

Align marketing lifecycle stages with sales processes so both teams understand where prospects are and what should happen next.

HubSpot and Salesforce integration - Create a better transition

Create a better transition

Move qualified prospects from HubSpot marketing into Salesforce sales processes while preserving the engagement information sales needs.

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Want to move from Salesforce to HubSpot?

A Salesforce-to-HubSpot migration involves much more than moving data. We help you consider everything from CRM architecture, fields, associations and pipelines to automation, integrations and reporting. Then we manage the complete process, from the HubSpot build and data mapping through migration and implementation. It all starts with discovery.

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Why integrate HubSpot and Salesforce?

  1. Connect marketing and sales

    Give both teams access to relevant customer information while allowing them to continue working within the platforms best suited to their responsibilities.

  2. Improve lead handoffs

    Move qualified prospects from HubSpot into Salesforce with the information sales needs to understand, prioritize and pursue each opportunity.

  3. Maintain data consistency

    Establish field mappings and synchronization rules so important customer, company and opportunity information remains aligned between both platforms.

  4. Preserve marketing intelligence

    Give sales greater visibility into relevant marketing engagement so representatives have more context when prospects and opportunities reach them.

  5. Reduce manual processes

    Automate appropriate data movement between platforms instead of asking teams to repeatedly enter, update or transfer the same information.

  6. Support scalable growth

    Build an integration architecture capable of supporting increasing data, users, marketing activity and sales complexity as your organization grows.

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Transparent pricing

All projects start with discovery and a complete outline of pricing and timeline.

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