How to integrate Hubspot – Salesforce bundle using Zapier?

Optimize your CRM processes with our integration guide for Hubspot and Salesforce using Zapier. Discover how to synchronize deal data and improve productivity seamlessly.

Customize importing deals into Hubspot – Salesforce using Zapier

1. Creating a Zap. While in the “Dashboard” tab, you need to select the HubSpot and Salesforce apps and click on the “Make a Zap” button:

2. Select a trigger event. This is an event that occurs in the trigger app that signals Zapier to start a Zap.

We select “New Deal” from the drop-down list and click “Continue”, the trigger will fire when a new deal is added to HubSpot

3. Next, you need to specify your HubSpot account and click “Continue”.

4. Next, you need to specify the settings for the trigger and click the “Continue” button

5. The next step is to test the created trigger and then click “Continue”.

6. Setting up data reception in the “Salesforce” service. In the next window, you should specify the action that will be performed when creating a new deal in the HubSpot application and click “Continue”.

7. Next, you need to specify your Salesforce account and click “Continue”.

8. Next, you need to set up the communication between the HubSpot app and Salesforce. Fill in the mandatory fields and fields where data should be imported by substituting variables from the drop-down list:

Required fields:

• Salesforce Object – Select Opportunity from the drop-down list;
• Name – Name of the deal from HubSpot;
• Stage – the status of the deal.

After filling out the fields, click the “Continue” button

9. It is necessary to test the “HubSpot” – “Salesforce” connection

10. Let’s check the test data on the HubSpot service

11. After a successful test, click the “Publish Zap” button

12. Check the created connection. Open the “Salesforce” service and check the Opportunity section. The transaction data has been imported

The setting of this relationship requires improvement because some data are imported incorrectly.

For example, data from the “Deal stage” field on the HubSpot service cannot be imported,

because when configuring an event on Salesforce, a fixed value is assigned to the “Stage” field instead of a variable.

On Salesforce, in the transaction properties, it looks like this:

So, the “Stage” parameter on Salesforce is manually changed and cannot be updated automatically when the status of the deal changes on HubSpot (because they have different internal status names and cannot integrate with each other).

HubSpot’s limitations for integrating with Salesforce

While integrating HubSpot with Salesforce makes it easier for the team, there are some challenges added to the process. A few limitations of HubSpot integration with Salesforce are listed below:

• Non-overlapping naming convention: Both platforms treat a new record of a person or a person in records differently. HubSpot stores people as contacts, regardless of which contact record it is. On the other hand, Salesforce treats leads and contact records as two different things. This makes it difficult to understand the data in HubSpot’s integration with Salesforce.
• Confusion with campaigns: HubSpot and Salesforce have different concepts of campaigns. HubSpot views campaigns as a set of assets where reports are created based on which contacts are associated with which campaigns. In Salesforce, Campaigns are a list of contacts that can be used to create segments. You need to manually add campaigns from HubSpot to Salesforce.
• Matching and property values : HubSpot and Salesforce link different properties when it comes to matching records. It takes a lot of time to manually map fields before synchronizing data between the two platforms. The information in the drop-down list in HubSpot is a pick list in Salesforce. So you need to create a new property every time you want to synchronize some values from the dropdown list.

Multicurrency synchronization issue: Both platforms support multicurrency, but when the default currency is different on both platforms, it creates a problem. If you synchronize any sales data from HubSpot to Salesforce, where the currency in HubSpot is specified in US dollars, and in Salesforce it is specified in Euros. So when you synchronize data, $100 in HubSpot becomes €100 in Salesforce