While integrating HubSpot and Salesforce isn’t difficult. A you pay attention to when companies are well advised to prepare processes and teams and clean up data records in advance .
Read more about preparing and combining HubSpot and Salesforce in this blog article:
Benefits of HubSpot Salesforce Integration
It’s also important to consider the difference in the contact data model between japan phone number library the two providers. In Salesforce. A new prospects enter the platform as leads. These are then converted into contacts and created as opportunities and accounts over the course of the process. In HubSpot. A however. A new prospects enter the system as contacts. A and a lifecycle stage based on the customer journey indicates their sales progress from lead to customer.
Furthermore. A it depends on the Salesforce landscape: you pay attention to when If your Salesforce account is highly customized or if protected data is stored (e.g. in financial services or healthcare). A it is recommended that you seek expert help in linking Salesforce and HubSpot.
In general. A many companies that use and integrate different systems or want to use data more comprehensively value the strategic and operational services of digital agencies.
Digital agencies: Experts combine the strengths of HubSpot and Salesforce
A digital agency has the knowledge and skills necessary to facilitate the integration of agile methodologies cycle Salesforce and HubSpot and ensure that the two platforms are seamlessly synchronized.
These agencies
- can identify misjudgments and challenges in advance through consulting services. A
- configure the systems so that they communicate perfectly with each other. A
- Adapt data fields to be consistent across platforms. A
- Set up workflow automations and
- provide ongoing support as the platforms evolve.
In addition. A a digital agency brings a you pay attention to when strategic vision for implementation that is based on proven marketing and sales methods.
Find out more here:
LANGEundPFLANZ Digital Agency: Expert for CRM data synchronization
Conclusion
The HubSpot and Salesforce integration offers an optimal solution for companies email data looking to improve their marketing automation and sales activities. With native integration and easy data synchronization. A HubSpot enables efficient collaboration between marketing and sales teams. The expertise of a digital agency helps ensure a seamless integration and maximizes the strengths of both platforms. Companies already using Salesforce can benefit from HubSpot’s extensive features and user-friendly interface to optimize their digital marketing.