Salesforce-Hubspot Integration
Make your Marketing and sales work together towards the goals of your company.HubSpot’s CRM works as a free enhancement to the main software for sales and marketing teams, while Salesforce’s CRM forms the core platform that the company’s thousands of apps and integrations. Following are few benefits-
- Streamline lead Hand-off Process- Once a HubSpot contact meets the inclusion list criteria, that record will be synced into Salesforce for the sales team to follow up. Consider how critical it is to follow up with leads quickly, this is a key measure to minimize any delays and get prompt answers to the questions of your prospects.
- Access to HubSpot Intelligence From Salesforce- you can see a contact’s activity and engagement with various marketing initiatives at-a-glance, which will provide the context needed to begin the conversation at the right point in the initial outreach.
- Create and assign Salesforce tasks- Using the HubSpot workflow tool, we can create and assign tasks to Salesforce users based on different triggers; for example, the contact owner could be assigned a follow-up task after a lead visited the pricing page 3+ times in a month.
