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HubSpot & Salesforce Integration

Sync your sales and marketing data. Align your teams. Grow faster together.

 

Why Connect HubSpot and Salesforce

When sales and marketing systems don’t talk, you lose leads, context, and revenue opportunities.
Integrating HubSpot and Salesforce bridges that gap — giving you one unified data ecosystem.

We help you build a seamless, two-way integration that keeps contacts, deals, and activities perfectly synced — so every team operates with full visibility and confidence.

 

Challenges & How We Solve Them

Challenge How HubSpot–Salesforce Integration Helps
Leads and contacts not syncing correctly We configure two-way sync and custom mapping for all objects
Duplicate or missing records We clean and standardize data to maintain one source of truth
Disconnected reporting across sales & marketing Unified dashboards combine HubSpot campaign data with Salesforce opportunities
Manual data updates between systems Automation ensures instant updates across both platforms
Complex business rules & custom objects We tailor sync logic to fit your exact Salesforce architecture
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How Baskey Can Help You

Our integration process goes beyond the default connector — we make it fit your workflows.

  1. Audit & Planning – Assess your existing CRM setup, data structure, and reporting needs.

  2. Integration Design – Define what syncs, how often, and in which direction.

  3. Configuration & Testing – Set up field mappings, filters, workflows, and validation logic.

  4. Data Cleanup & Sync Launch – Clean data before enabling sync to prevent duplication.

  5. Monitoring & Optimization – Continuous validation, sync error resolution, and enhancements.

Book Your Free Integration Audit

 

Why Work With Us for HubSpot Integrations

  • Certified HubSpot Partner with Salesforce expertise

  • Deep experience managing complex data syncs & RevOps pipelines

  • Proven frameworks for secure, accurate, and scalable integrations

  • Hands-on support from setup to post-launch monitoring

  • Seamless connection of marketing and sales performance data

Outcomes You’ll See

  • Unified lead and contact data across HubSpot & Salesforce

  • Faster, more accurate reporting and forecasting

  • Reduced manual data entry and fewer sync errors

  • Sales and marketing finally aligned on one source of truth

  • Greater ROI from both platforms

FAQ – Common B2B Questions

Can we sync custom Salesforce fields?
Yes — we configure custom field mappings and maintain full compatibility.

How often does data sync between systems?
Syncs can occur near real-time or at defined intervals, depending on your setup.

Will existing data be duplicated?
No. We clean and map records before syncing to prevent duplicates.

Can workflows trigger actions across both systems?
Absolutely — we design cross-platform automations for lead updates, deal creation, and marketing actions.

What happens if sync errors occur?
We monitor logs and fix sync errors proactively with validation rules and data cleaning.

Want to hear our success stories?

“Baskey helped us to work through a load of legacy mistakes we've ran into early on, always hinting how best practices would look like, but also understanding what's possible within our realities of highly interconnected systems and processes. After cleanup we're now working towards how HubSpot actually should be used.”

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Managing Director, Shaper. Florian Horsch

The Baskey team's skillset, expertise, and knowledge of HubSpot is tremendous, and is a huge help to us. Since working with Baskey we are completing our HubSpot projects in a timelier manner. They are always professional, willing to help, and offersgreat insights into how we should be leveraging HubSpot to achieve the maximum value from it. We are extremely happy with our partnership.

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Customer Success Manager, ESpatial Jennifer Kelly

“Collaborative, understanding, PATIENT, and very smart with what to do and what not to do. They took a pretty messy situation (old agency, bad website templates) and made it seamless. It's refreshing to have an agency TEACH you as they go. We could not be happier to with them.”

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Vice President of Global Marketing, MarketStar Philip Mickey

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