Integration Explained: HubSpot & Salesforce

May 22, 3:00 – 4:00 PM (UTC)

Western Canada

Whether you're an organization that's using the sync today or you're considering connecting those two platforms in the future, this session will cover the basics of the sync, some common pitfalls and a lot of best practices.

CRMIntermediateProfessionalRevOpsSales and Marketing Alignment

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About this event

For organizations using both HubSpot and Salesforce, the native integration between those two platforms is one of the most critical components of the tech stack. It's also one of the most common sources of friction.

Whether you're an organization that's using the sync today or you're considering connecting those two platforms in the future, this session will cover the basics of the sync, some common pitfalls and a lot of best practices, including:

  1. Basic Sync Behavior
  2. How The Sync Manages Duplicates
  3. Tools for Migrating/Importing Data
  4. How to Track User Activities
  5. Differences Between HubSpot & Salesforce Campaigns
  6. Record Ownership Across Systems
  7. Common Sync Errors

Organizer

  • Cody Pierson

    Hubcap Solutions

    HUG Leader