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Salesforce and HubSpot integration
Connect Salesforce and HubSpot so marketing can see what happens to the leads it sends, and sales can see what a lead did before the call. We agree the rules with both teams, test them on your real records and make sure nobody ends up with duplicates.
Sounds familiar?
We connect them, so leads, accounts, deals and activity are in both systems and neither team has to re-enter or chase the other's data.
Opportunity stages and outcomes from Salesforce show in HubSpot, so marketing can see which campaigns turn into revenue.
Email clicks, form fills and page visits from HubSpot show on the lead or contact in Salesforce.
We match existing records before go-live and set rules so each person and company exists once in each system.
Only contacts that meet the criteria you agree go to Salesforce, so sales gets the leads worth calling.
What syncs between Salesforce and HubSpot
We agree with sales and marketing what moves, in which direction, and which system wins for each field.
Two-way
Contacts and leads
HubSpot contacts matched to Salesforce leads or contacts, so marketing and sales work from the same people.
One-way or two-way
Companies and accounts
HubSpot companies kept in step with Salesforce accounts, with the right owner on each.
One-way or two-way
Deals and opportunities
Opportunity stages and amounts visible in HubSpot, or deals created in HubSpot carried into Salesforce.
Into Salesforce or both ways
Activities
Calls, meetings, tasks and marketing activity on the right record, whichever system your team opens.
What's included
Every project starts with how your sales and marketing teams work today. The rest depends on what you need, and we agree it with you up front.
Always included
Review of both systems
Your Salesforce leads, contacts, accounts and opportunities, and your HubSpot contacts, companies, deals and properties.
Sync rules
Which records go to Salesforce, in which direction each object syncs, and which system wins for each field.
Field mapping
Properties matched across both systems, including picklists, owners and lifecycle stages.
Testing with real records
A run on a sample of your real data, checked by you before it goes live.
Added when you need it
Scoped and priced as part of your proposal
Duplicate clean-up
Existing records matched and merged before the first sync, so the two systems start clean.
Lead handoff
Scoring and routing so marketing-ready leads reach the right Salesforce owner.
Tickets and cases
HubSpot tickets and Salesforce cases kept in step for service teams.
Custom objects
Your own Salesforce or HubSpot objects brought into the sync.
Closed-loop reporting
Dashboards that show revenue by campaign, source and channel.
Team training
A short session for sales and marketing on what syncs and what not to edit.
Why choose Pineo
Will Andrew
Founder & Lead Consultant
Claudia Cadete
Senior HubSpot Architect
Senior-led, start to finish
No hand-offs. HubSpot admins since 2017, with 20 years of combined HubSpot experience between us.
Fixed, published prices
You know the cost before we start. Every project is quoted as a fixed price after a 30-minute call.
Your data, handled properly
Registered with the ICO, everyone on our team has signed an NDA, and client logins are kept in 1Password.
ICO registration ZB789502
Proven and certified
HubSpot and Zapier Platinum Partner, rated 5.0 on HubSpot’s partner directory.
Salesforce integration pricing
A fixed price for your Salesforce integration, confirmed once we've seen how both systems are set up.
Starting point
Salesforce and HubSpot integration
Contacts, companies, deals and activities synced between Salesforce and HubSpot, with the rules agreed with your sales and marketing teams and tested on your real records.
from
£1,100
one-off, fixed price
Extras such as duplicate clean-up, lead handoff, custom objects or closed-loop reporting are scoped and priced in your proposal. All prices exclude VAT. HubSpot and Salesforce subscriptions are billed by them.
Salesforce connected in four steps
Review both systems
We look at how leads move from marketing to sales today, then recommend what should sync.
Fixed-price plan
A written plan with the sync rules, field map, dates and a fixed price.
Build and test
We connect the systems, match existing records and test on a sample of your data.
Go live and train
We run the first sync with you, watch it closely and show both teams how it works.
How teams use Salesforce and HubSpot together
Start with the simple wins and build up from there. A few of the ways businesses connect the two, from quick setups to more advanced ones.
Sales sees the emails, forms and pages a lead engaged with before picking up the phone.
Contacts and leads matched across both systems, so nobody calls the same person twice.
Contacts reach Salesforce once they meet the criteria marketing and sales have agreed.
Marketing-qualified leads are scored and land with the right Salesforce owner, with a task to follow up.
Opportunity outcomes flow back to HubSpot, so you can see which campaigns and channels produce revenue, not just leads.
HubSpot tickets and Salesforce cases kept together, so account managers see open issues before a renewal call.
Fani Petrova
Integration Specialist, User Guest
“Will knows HubSpot inside out and quickly turned our challenges into a clear plan. He's thorough, practical, and great to work with. Highly recommend!”
James Kemp
Director of Operations & Finance, DeepStream
“Will is fantastic - skilled in all things HubSpot, easy to work with, and seamlessly integrated across teams. He sets clear expectations, over-delivers, and has been a huge asset these past 3 months.”
Matt Gronberg
Co-Founder, Storage Scholars
Free HubSpot audit
Is your HubSpot ready for AI?
In 30 minutes we review your data, pipelines and workflows, then give you a health score and prioritised fixes. You keep the findings either way.
Run by Will Andrew (10+ years’ HubSpot experience)
1
Book a time
Pick a slot that suits you.
2
30-minute review
On a screen share. No portal access needed.
3
Your findings
A health score and fixes in priority order.
Questions about Salesforce and HubSpot
Does HubSpot integrate with Salesforce?
Which HubSpot and Salesforce plans do we need?
Do all our HubSpot contacts have to go to Salesforce?
Will it create duplicates?
Will our existing records sync straight away?
Should we move everything into HubSpot instead?
Will it change anything in Salesforce?
