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Connect Salesforce to HubSpot
Technical Integration Guide & Cost Analysis
Integration Status
Salesforce offers a native integration with HubSpot. For most standard use cases (basic contact sync, simple order transfer), this built-in connection is sufficient and free.
Data Flow Architecture
Salesforce
HubSpot Integration Overview
Connect Salesforce and HubSpot for seamless customer data sync and automate sales workflows with our integration.
Primary Use Case
Sync customer interactions from Salesforce to HubSpot for unified customer view and automated sales follow-up.
medium
30 minutes
Integration Solutions
Choose the right tool for your requirements:
| Platform | Cost | Setup | Flexibility | Best For | |
|---|---|---|---|---|---|
| π Native Built-in integration | Free Free | 5-15 min Fastest | Low Limited | Zero-config sync Data syncs directly between appsβno middleman. Perfect for simple, one-way flows. | Included |
| β¨ Make Visual workflow builder, no coding | $9β99/mo Budget-Friendly | 15β45 min Quick | High Powerful | Most integrations Perfect for mapping fields, transforming data, and handling complex workflows. Popular choice for startups. | Start Free |
| π€ Relay Human review & approval workflows | $18β100/mo Value-Priced | 10β20 min Easy | Medium Balanced | Approval gates Require manual review before data syncs. Add legal, finance, or manager sign-offs. Best when humans must decide. | Add Approvals |
| π Pabbly Connect Budget-friendly automation tool | $15β399/mo Affordable | 10β30 min Quick | Medium Good | Cost-effective automation Affordable alternative with similar features to Zapier. Perfect for small businesses and startups on a budget. | Start Free |
| π n8n Self-hosted, no cloud dependencies | $20β490/mo Pay-as-you-scale | 30β60 min Advanced | Very High Maximum | Privacy & control Host on your own servers. Full data residency, unlimited customization, complete audit trailsβbest for compliance-heavy orgs. | Deploy Self-Hosted |
| βοΈ Zapier Market leader, premium support | $29β799/mo Enterprise-Grade | 10β30 min Quick | Medium Good | Enterprise support Industry standard with premium support. Ideal if you need guaranteed uptime SLAs and vendor support. | Explore Plans |
Use Make to get running in 15β45 minutes. Map fields, transform data, and connect dozens of apps without touching code. Best for startups and fast iterations.
Add Relay on top of any solution to require approval before syncing. Perfect for finance, legal, or complianceβlet humans make the final call before data moves.
Deploy n8n on your own servers for zero cloud dependencies. Full data residency, unlimited customization, and complete audit trailsβessential for healthcare, finance, and GDPR compliance.
Add Human Approval Workflow
Automation is powerful but risky for sensitive data. If you're handling Lead routing approvals, add Relay to require manual approval before data reaches HubSpotβcatches mistakes before they spread.
New lead is captured in Salesforce
Sales director receives Slack notification with lead details
Sales director approves or rejects the lead routing
Only approved leads are synced to Salesforce
- β’ Preventing errors: Catch incorrect data before it affects HubSpot
- β’ Compliance: Ensure proper authorization for sensitive operations
- β’ Workload management: Avoid over-assigning tasks or opportunities
- β’ Accountability: Maintain audit trails of approval decisions
Field Mappings
Detailed mapping of how fields sync between systems.
contacts
| Source Field | Type | Target Field | Direction | Notes |
|---|---|---|---|---|
| lifecycle_stage | string | Type | bidirectional | Tricky mapping. HubSpot stages are fixed; Salesforce picklists are custom. |
| associated_company_id | id | AccountId | bidirectional | Relationship link. |
Frequently Asked Questions
Does Salesforce integrate directly with HubSpot? βΌ
Yes, Salesforce has a native integration with HubSpot. It is available directly within the Salesforce app marketplace.
Is the connection between Salesforce and HubSpot secure? βΌ
Yes. This integration typically uses OAuth 2.0, meaning you grant permission via a secure login window. You do not need to share your raw password, and you can revoke access at any time from your Salesforce security settings.
Is the sync one-way or two-way? βΌ
This is typically a one-way sync: Salesforce β HubSpot. Changes in HubSpot do not sync back to Salesforce.
Will existing data in Salesforce sync to HubSpot? βΌ
Usually, no. Most native integrations are "forward-looking," meaning they only sync data created or updated *after* you activate the connection. To move historical data, you will likely need to perform a one-time CSV export/import manually.