Short answer
Zapier and Make connect Salesforce and HubSpot to hundreds of other apps with simple, no-code automations, which is a practical option for low-volume integrations where no native connector exists.
How the Zapier and Make integration works
Zapier and Make (formerly Integromat) trigger actions in one app when something happens in another, for example creating a property-management guest card when a HubSpot lead is created, or writing a status back to the CRM. They are quick to set up and inexpensive at low volume. Vantage Point uses them for fixed-scope integrations and for one-off jobs such as document migration, and moves clients to Workato, MuleSoft or a custom API when volume or governance requirements grow.
What syncs
- New leads, contacts and deals
- Status updates from line-of-business apps
- Files and documents during migrations
See the architecture diagram ↓
Integration options
- Zapier zaps or Make scenarios with Salesforce and HubSpot modules
- Webhooks for apps without a native module
- Scheduled runs every 15 to 60 minutes
What to plan for
- Task limits and cost as volume grows
- Error visibility and retries
- Who owns the account and credentials
Frequently asked questions
Is Zapier secure enough for financial firms?
For low-sensitivity data and simple flows it can be. For client financial data or high volumes, a governed platform or a custom integration is usually the better choice.
Can Zapier write back to HubSpot?
Yes. Zaps can create and update HubSpot records as well as read them.