Salesforce and HubSpot integration
Salesforce and HubSpot, one set of customers
CRM Connector keeps Salesforce and HubSpot contacts the same both ways, and carries Salesforce opportunities into HubSpot deals, or HubSpot deals into Salesforce opportunities, in the direction you pick, won and lost included. It fits teams that run part of the business in each, or move from one to the other.
- Official sign in for both
Contacts both ways, deals the way you pick
At a glance
Contacts stay the same on both sides, and opportunities and deals travel in the direction you pick.
What syncs
- ContactsBoth ways
- Opportunities and dealsOne way, you pick
Good to know
- Run one Salesforce sync
- HubSpot's own Salesforce integration also syncs these records.
- Keep it switched off for them, or every change is made twice; the setup warns about it.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Salesforce or HubSpot leads when the same record changed in both since the last sync.
Options for Salesforce and HubSpot
- Everyone, customers only or leads only
- Only the HubSpot lifecycle stages you tick
- Only opportunities and deals above an amount you pick
Record by record
What syncs between Salesforce and HubSpot
Which Salesforce field matches which HubSpot field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- Account nameWhen createdCompany name
- EmailBoth waysEmail
- Business phone, or mobileBoth waysPhone number or mobile phone number
- Mailing addressBoth waysStreet address
- On a won opportunityEach works it outLifecycle stage
- Lead sourceOnly in SalesforceNot in HubSpot
It happens in Salesforce, then in HubSpot
A new contact
Looked for in HubSpot on the exact email, since HubSpot keeps one contact per email; a contact without an email is looked up by its phone, and only matches a HubSpot contact that has no other email. Updated when found, otherwise created.
Name, email, phone or address changes
The same change is made to the HubSpot contact on the next sync.
The company changes later
Not carried: the account name reaches HubSpot when the contact is created.
FAQ
Questions about Salesforce and HubSpot?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts, yes. Opportunities and deals travel one way, in the direction you pick.
HubSpot's own Salesforce integration needs HubSpot Professional or Enterprise and syncs contacts and leads, companies, deals and activities both ways.
CRM Connector:
- Keeps contacts in step both ways
- Carries opportunities and deals one way, in the direction you pick
- Never reopens a closed one
Run only one of the two for the same records, or every change is made twice. The setup warns about it.
Ask your AI assistant
Ask ChatGPT or Claude about Salesforce and HubSpot
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
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Sign in to Salesforce and HubSpot, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.