Keep HubSpot and Salesforce updated automatically.
Today you keep your own track of new leads and deals and pass that on wherever it is needed. This connector fixes that, and we build it on request: what happens in HubSpot lands in Salesforce by itself, in the shape Salesforce expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you keep your own track of new leads and deals and pass that on wherever it is needed.
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Today you create contacts by hand and search first whether someone exists, so no duplicate customer appears.
What HubSpot to Salesforce saves you
- Record every new lead in HubSpot against the right customer in Salesforce.
- Record a deal changing stage in HubSpot against the right customer in Salesforce.
- Record every deal won in HubSpot against the right customer in Salesforce.
What travels across the link
Everything this connector moves between HubSpot and Salesforce, and how often.
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Leads
to Salesforce automaticallyEvery new enquiry becomes a lead in Salesforce, so follow-up does not hang off a stray email.
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Contacts
to Salesforce automaticallyThe person or company lands on the right contact in Salesforce, found by email, so you create nothing twice.
What each side expects
HubSpot and Salesforce do not describe the world the same way. This is what has to line up.
Salesforce
A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
Setting it up
- 01
Request the connector
Let us know you want to link HubSpot to Salesforce. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of HubSpot. A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An account you administer, with access to the data you want linked.
- An account you administer, with access to the data you want linked.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect HubSpot to Salesforce?
Yes. Schakel connects through the official APIs of HubSpot and Salesforce, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Salesforce?
Yes. Contacts are matched by email, so an existing customer in Salesforce is updated rather than a second one appearing.
Which contact in Salesforce does the information from HubSpot land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from HubSpot.
Which details of an HubSpot contact travel to Salesforce?
The details you pick when setting it up, such as name, company, email and the fields you need, so Salesforce has enough without needless noise.
What does connecting HubSpot and Salesforce cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does HubSpot sync with Salesforce?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if HubSpot or Salesforce is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect HubSpot to Salesforce?
You give Schakel access to HubSpot and Salesforce once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Missing something you need?
Tell us what HubSpot and Salesforce should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.