Short answer
The HubSpot and Salesforce integration syncs contacts, leads, companies, deals and activity between the two platforms, so marketing can run in HubSpot while sales and service work in Salesforce.
How the HubSpot and Salesforce integration works
HubSpot's native connector uses field mappings, sync rules and inclusion lists. It is the most common mixed-stack pattern in financial services. Good results depend on agreed field ownership, clean data and monitoring of sync errors.
What syncs
- Contacts, leads and companies
- Deals and opportunities
- Tasks and activity
- Campaign and lead source data
- Custom objects on supported editions
See the architecture diagram ↓
Integration options
- HubSpot native Salesforce connector
- MuleSoft for complex cases
What to plan for
- One HubSpot account connects to one Salesforce org. With several Salesforce orgs, you need a HubSpot account for each, or you merge the orgs first.
- Agree which system owns each field before the first sync.
- HubSpot matches contacts and leads on email, and companies on a field you map, such as domain. It doesn’t deduplicate deals by default, so deal sync needs its own rules.
- A contact sync can use up to four Salesforce API calls per record, and every app connected to Salesforce shares the daily limit. When the limit is reached, HubSpot suspends the sync until the rolling 24-hour window frees up calls, and it usually resumes on its own.
- Sync only the records and fields each side uses. Syncing everything spends API calls and clutters both systems.
- Salesforce validation rules cause sync errors, so someone has to watch the error log.
- If you market to people in the EU, consent and deletion requests have to reach both systems (GDPR).
Frequently asked questions
Is the connector included with HubSpot?
Yes, on Professional and Enterprise plans of any HubSpot hub, with no separate fee. On the Salesforce side you need an edition with API access or Professional Edition; Group Edition isn’t supported.
Can it sync custom objects?
Yes, with HubSpot Enterprise. Professional syncs the standard objects (contacts, companies and deals); custom objects need Enterprise.