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HubSpot + Salesforce Integration

Clarity Connect™ integrates HubSpot with Salesforce, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links HubSpot and Salesforce through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between HubSpot and Salesforce.

  • HubSpot Custom Properties (Contact, Company, Deal, Ticket, Custom Objects)
  • Salesforce Custom Fields (Account, Contact, Opportunity, Lead, Case, Product2, Order, and Custom Objects)
Implementation Timeline

Go live with HubSpot + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both HubSpot and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most HubSpot + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • HubSpot Custom Properties (Contact, Company, Deal, Ticket, Custom Objects)
  • Salesforce Custom Fields (Account, Contact, Opportunity, Lead, Case, Product2, Order, and Custom Objects)

Robust Integration Architecture: HubSpot & Salesforce Powered by iPaaS

Our recommended architecture for HubSpot-Salesforce integration centers around a cloud-native iPaaS, acting as the intelligent middleware. This design ensures scalability, security, and real-time data synchronization by leveraging event-driven patterns and robust API management.

Data Flow Steps

Event-Driven Architecture: Utilize HubSpot webhooks and Salesforce Platform Events/CDC for real-time data propagation.

Batch Processing: Employ for large historical data migrations or non-critical, high-volume updates (e.g., Salesforce Bulk API 2.0, HubSpot batch endpoints).

Canonical Data Model: Define a common data structure within the iPaaS to simplify mapping between disparate schemas.

External ID Usage: Leverage custom external ID fields in both systems for reliable upsert operations and record matching.

Idempotent Operations: Design workflows so that repeated executions of an integration step produce the same result, preventing duplicates or unintended side effects.

Data Touchpoints

HubSpot API Connector: Bi-directional connectivity to HubSpot CRM, Marketing, and Service Hubs.
Salesforce API Connector: Bi-directional connectivity to Salesforce Sales Cloud, Service Cloud, and other modules.
iPaaS Integration Engine: The core processing unit for workflows, data transformation, and orchestration.
Data Transformation & Mapping Engine: Visual tools for schema mapping and data manipulation.
Event Bus/Queue: For asynchronous, event-driven communication and buffering API requests.
API Management Gateway: For secure API access, rate limiting, and monitoring.
Monitoring & Alerting Dashboard: Real-time visibility into integration health and performance.
Credential Vault: Secure storage for API keys and OAuth tokens.
AI/ML Services: Embedded for data validation, anomaly detection, and intelligent mapping suggestions.

"The architecture features HubSpot and Salesforce as endpoints, with the iPaaS at the core. All communication flows through the iPaaS, which handles connectors, data mapping, transformation, orchestration, error handling, and monitoring. Event streams (Webhooks, Platform Events/CDC) ensure real-time communication."

Pricing

Simple, transparent pricing for HubSpot + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating HubSpot

Integrating HubSpot fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Contacts & Leads

Synchronization of individual prospect and customer records.

HubSpot Fields

email firstname lastname phone lifecyclestage hubspotownerid hsobjectid

Salesforce Fields

FirstName LastName Email Phone LeadSource Status AccountId ExternalID_c (Custom)

Mapping Notes

HubSpot Contacts often map to Salesforce Leads initially, then convert to Salesforce Contacts. `lifecyclestage` in HubSpot is critical for driving `LeadStatus` and subsequent conversion to Salesforce `Contact` and `Opportunity`. An `ExternalID_c` custom field in Salesforce is essential for unique identification and upsert operations from HubSpot.

Next Steps

See HubSpot + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Lead-to-Opportunity-to-Order Process Automation

Automate the entire sales journey, from MQL in HubSpot to Opportunity in Salesforce, ensuring seamless handoffs and data consistency.

Integration Steps:

  1. 0 MQL identified in HubSpot Marketing Hub triggers Contact/Company creation/update in HubSpot Sales Hub.
  2. 1 SQL qualification and Deal creation in HubSpot triggers Lead/Opportunity creation in Salesforce.
  3. 2 Salesforce Opportunity updates (e.g., StageName) sync back to HubSpot Deal.
  4. 3 Quote finalization in HubSpot or Salesforce triggers Order creation in the ERP system.

Business Outcome

Accelerated sales cycle, reduced manual data entry, improved lead conversion rates, accurate sales forecasting.

Frequency

Real-time, event-driven

Implementation Timeline

Go live with HubSpot + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both HubSpot and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most HubSpot + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose

⚡ Transformation Logic

  • Standardize `Industry` classifications between HubSpot and Salesforce picklists.
  • Map HubSpot `lifecyclestage` to Salesforce `LeadStatus` and `Contact Type` based on predefined business logic.
  • Convert HubSpot `amount` to the correct currency format for Salesforce `Opportunity.Amount`.
  • Combine HubSpot `firstname` and `lastname` to Salesforce `Name` for custom lookup fields if needed.
  • Cleanse and normalize phone numbers and addresses using AI-powered data quality rules.

🛡️ Error Handling

  • HubSpot API rate limit exceeded (handled by throttling and exponential backoff).
  • Salesforce data validation rule failure (logged, routed to dead-letter queue, and alerted).
  • Network connectivity issues between iPaaS and either system (retried automatically).
  • Mismatched picklist values between systems (transformed or flagged for review).
  • Duplicate record creation due to missing external IDs (identified by AI, merged or reprocessed).
Pricing

Simple, transparent pricing for HubSpot + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate HubSpot with Salesforce?
The most effective way to integrate HubSpot with Salesforce is through a modern iPaaS (Integration Platform as a Service). This approach leverages robust APIs and webhooks from both systems, combined with the iPaaS's mapping, orchestration, and AI-driven transformation capabilities, to create scalable, real-time, and event-driven data flows. This ensures consistency for contacts, companies, deals, opportunities, and service cases.

Technical FAQs

▸ How does an iPaaS handle HubSpot and Salesforce API rate limits?
Our iPaaS is designed to intelligently manage API rate limits for both HubSpot (e.g., 100 requests per 10 seconds) and Salesforce (daily limits vary). It employs strategies like intelligent queuing, batching multiple operations into single API calls (where available), exponential backoff for retries, and throttling mechanisms to prevent exceeding limits and ensure continuous data flow.
▸ Can this integration support real-time updates?
Absolutely. We prioritize an event-driven integration strategy utilizing HubSpot webhooks and Salesforce Platform Events or Change Data Capture (CDC). This allows for near real-time synchronization of critical data changes (e.g., new leads, deal stage updates, case creations), ensuring your teams always work with the most current information.

Business Value FAQs

▸ Can I achieve a 'Customer 360' view by integrating HubSpot and Salesforce?
Yes, achieving a Customer 360 view is a primary benefit. By synchronizing customer data from HubSpot (marketing engagement, service tickets) and Salesforce (sales history, account details, support cases) via an iPaaS, you consolidate all interactions, purchase history, and marketing engagements into a single, comprehensive customer profile. This unified view empowers sales, marketing, and service teams.

Security & Compliance FAQs

▸ How do you ensure data security and compliance for HubSpot-Salesforce integrations?
We prioritize enterprise-grade security. This includes using OAuth 2.0 with the principle of least privilege for API authentication, encrypting data in transit (HTTPS/TLS 1.2+) and at rest, securely storing credentials in an iPaaS vault, and implementing strict access controls. We adhere to regulations like GDPR and CCPA, providing full audit trails and data minimization capabilities.

Technology FAQs

▸ What role do AI and low-code/no-code play in this integration?
AI significantly enhances the integration by providing automated data validation, suggesting optimal field mappings, detecting anomalies in data flows, and intelligently handling exceptions. Low-code/no-code tools within our iPaaS empower business users and citizen integrators to visually build and manage complex cross-system workflows, accelerating development, reducing IT reliance, and fostering agility.

Customization FAQs

▸ How does the integration handle custom fields and objects in HubSpot and Salesforce?
Our iPaaS is highly flexible and fully supports custom fields and custom objects in both HubSpot and Salesforce. Our visual mapping interface allows you to easily map these custom entities and properties, apply specific transformation logic, and ensure they seamlessly integrate into your cross-system workflows.

Data Management FAQs

▸ What happens if there's a conflict in data between HubSpot and Salesforce?
Our iPaaS is equipped with configurable conflict resolution strategies. You can define rules such as 'last-write wins,' designate a 'master system' for specific entities (e.g., Salesforce for Account details, HubSpot for marketing engagement scores), or set up AI-assisted human review for complex discrepancies. External IDs are used to prevent duplicates during updates.
Implementation Timeline

Go live with HubSpot + Salesforce in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both HubSpot and Salesforce, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most HubSpot + Salesforce deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for HubSpot + Salesforce.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See HubSpot + Salesforce integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo