Overcoming Key HubSpot-Salesforce Integration Hurdles with Expert Salesforce Custom Solutions..pdf
- 1. Overcoming Key HubSpot-Salesforce Integration Hurdles with Expert Salesforce Custom Solutions.
- 2. Introduction: The Integration Imperative HubSpot-Salesforce integration enables a seamless lead-to-revenue pipeline. Without strategy, it leads to data misalignment and operational friction. This presentation will explore common challenges and solutions to: Ensure data integrity. Guarantee smooth marketing-to-sales handoff. www.minusculetechnologies.com
- 3. Contacts vs. Prospects HubSpot: Treats leads, contacts, and customers as single record type— Contact. Salesforce: Differentiates between Leads (unqualified) and Contacts (linked to Accounts). Issue: Discrepancies between the two systems cause sync issues. Expert Solution: Map HubSpot contacts Salesforce Leads to preserve the sales process. www.minusculetechnologies.com
- 4. Field Mappings Incorrect field mapping causes sync errors and data quality issues. Data types and API names differ across platforms. Expert Solution: Conduct a field audit and map HubSpot properties to Salesforce fields. Document mappings in a Data Dictionary for future reference. www.minusculetechnologies.com
- 5. Field Options or Drop-down Lists Misaligned picklist values lead to integration failures. Issue: Dropdown options in HubSpot but not in Salesforce will cause sync failures. Expert Solution: Standardize picklist values across both systems. Export Salesforce picklist values, configure them in HubSpot, and ensure future values are added simultaneously. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore www.minusculetechnologies.com
- 6. Contact Synchronization & Synchronization Rules Not all HubSpot contacts should sync to Salesforce. Unfiltered sync can cause database bloat and performance issues. Expert Solution: Use HubSpot Active Lists to define sales-qualified contacts. Sync only high-value contacts, ensuring relevant leads are passed to Salesforce. www.minusculetechnologies.com
- 7. Synchronization Rules Misconfigured sync rules can cause data overwrite and inconsistencies. Expert Solution: Two-Way Sync (dynamic fields). HubSpot to Salesforce (marketing- driven fields). Salesforce to HubSpot (sales-driven fields like Account Owner) www.minusculetechnologies.com
- 8. Why Choose Minuscule Technologies for Salesforce Integration Services? End-to-End Integration: From planning to go-live, we provide comprehensive Salesforce integration. Custom Solutions: Tailored integration with core systems (ERP, CRM, banking) to optimize workflows. Scalable Framework: Future-proof solutions that scale with business growth. Agile Delivery: Faster, cost-effective implementation. Expert Team: 10+ years of Salesforce integration experience with certified professionals ensuring seamless execution. www.minusculetechnologies.com
- 9. Contact Us www.minusculetechnologies.com sales@minusculetechnologies.com United States | India | Malaysia 24044 Cinco Village Center Boulevard #100, Katy, TX 77494, United States +1 (281)371-6080 Minuscule Technologies