HubSpot Salesforce Integration Setup

Setup HubSpot's Salesforce integration to activate a consistent flow of uniform data between your marketing and sales teams.

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DIGI HubSpot SF Integration Setup

Who is this for?

The HubSpot Salesforce Integration is perfect for you if:

  • You need to sync data between your existing HubSpot and Salesforce portals
  • You are afraid you might screw up your data if you try it on your own

Why do I need this?

Syncing data between systems can be tedious and scary. Especially when you are working in a system that's new to you—like HubSpot.

Don't attempt it on your own. We do this day-in and day-out. Let the experts (us) handle all the details.

How does it work?

You'll meet weekly with your HubSpot strategist to:

  • Discuss data flow strategies
  • Establish sync settings and rules
  • Map out your existing sales process
  • Create exception reporting
  • And more

See full list of features here »

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Can't I just point-and-click it myself?

Well, you could.

But, above and beyond just "turning on" the out-of-the-box sync there are additional data flow and internal process challenges that arise.

Things like...

  • Naming conventions that don't align.
  • Out-of-the-box fields with mismatched value options between systems.
  • Data standardization and sanitization issues.
  • Exception reports—for when your team doesn't follow your internal process (and sometimes they won't).

The list goes on and on.

With Digitopia's Integration Setup you get a strategist and implemenation specialist to...

      • Help you avoid common pitfalls
      • Help you visually map out your integration
      • Help you navigate the nuanced differences between HubSpot and Salesforce record types and nomenclateur
      • Help you get it done in record time

See full scope of work »

A more complete setup

We designed a more robust integration setup that enables long-term success for you and your team.
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We Offer Several Integration Options
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Done for you...by experts

We work in HubSpot day-in and day-out. Let us guide exactly what needs to be set up so that you can scale your business.

Scope of Integration Setup

Browse the full scope of work you receive when get Digitopia's HubSpot Salesforce Integration setup versus doing the integration yourself.

  Standard Premium Custom

1 integration planning meeting with your team

      

Integration settings setup

      
1 Salesforce sync list configuration      
3 additional checkpoint meetings with your team      
Custom field mapping      

Full contact import from Salesforce to HubSpot

      

Full lead import from Salesforce to HubSpot

      
Full account import from Salesforce to HubSpot      
Full opportunity import from Salesforce to HubSpot      
Sales pipeline syncing      
Data integrity check through exception report setup      
Custom workflows to complement complex sales processes and/or existing SFDC customizations.       
Pricing $1,500 $7,500 Get A Quote »

 

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Still have questions?

Schedule a time to talk with one of our HubSpot experts to explore a solution to best address your needs.

  • Complete migration from Salesforce to HubSpot
  • Integration already setup? Let's talk clean up.
  • And more!

Frequently Asked Questions
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We get 5-star reviews on the HubSpot Solutions Partner Directory

Kendra and the Digitopia team provided incredible support for our switch to HubSpot. We were merging contacts and marketing tools from 5 different databases. Their team handled all the integrations and set us up in a way that allowed us to immediately activate and communicate with our database in a way we were never able to before. I highly recommend them as a set up partner and look forward to working with them on an ongoing basis to get the most out of the system.

- Justin Kürn, The Friedman Learning Group

Digitopia is the real deal. We had the awesome opportunity to work with them through designing our business architecture, brand alignment and website design. Frank has an exceptional gift and true fire for what he does, a rare combination. Through our consulting engagement, Digitopia has helped us be well positioned to scale further and faster. Jump at the opportunity to work with them, you won’t regret it!

- Melissa S., Velvet Suite

Digitopia is an incredible agency. Every single member I spoke to was well-versed in their respective area and provided invaluable guidance to my small business. Not only did their strategy supersede my expectations, but they were all so kind. Truly white-glove service! If you're looking for a talented team that actually shows results AND are overall great people to work with, highly highly recommend.

- Sierra Dowd, 98Society

I had a great experience working with the Digitopia team. We engaged with them on, what was I am sure for them, a relatively small project, but for us, was of big importance. They never made us feel small or unimportant at all. Being new to HubSpot, they helped answer a lot of questions and figure out many things that a newbie needs to do to set off on the right foot, plus solved the problem we showed up on their doorstep with. Thanks so much, Digitopia!

- Erin L., Cooleaf
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