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
Integration options
- HubSpot native Salesforce connector
- MuleSoft for complex cases
What to plan for
- Field ownership conflicts
- Sync errors from validation rules
- Duplicate records
Frequently asked questions
Is the connector included with HubSpot?
It is available on HubSpot Professional and Enterprise editions.
Can it sync custom objects?
Yes, on supported editions.