More Improvements to the HubSpot Salesforce Connector

    by Jeffrey Russo

    Date

    November 1, 2012 at 1:22 PM

    We know how important Salesforce is to your business - it is a critical tool for our sales and marketing teams, too. That’s why we are making heavy investments in improving our integration with Salesforce.com

    Over the past several months, we've made a number of improvements to our Salesforce connector that make managing your data faster, more reliable, and easier than ever. These improvements are all available now to customers who have access to HubSpot 3. (If you don't yet have access to HubSpot 3, you can learn more in the Customer Migration Center.) 

    New Features Available Now

    describe the imageFully Bi-Directional Syncing

    Say goodbye to constant fiddling with CSV files. Now, HubSpot can automatically pull in new leads and contacts that originate in Salesforce. It's fast, reliable, and easy to do.

    This feature is now available for all customers using HubSpot 3 and the latest version of our Salesforce V2 connector. Learn how to turn on bi-directional syncing here.

    feature02Improved Settings, Activites & More

    An improved settings interface for the Salesforce integration inside of HubSpot makes it easier than ever to map fields, update your connector, even sync activity records to Salesforce to keep your team in the loop on marketing activities.

    This feature is now live for all customers using HubSpot 3 and the latest version of our Salesforce V2 connector. You can find the settings in Contacts > Manage Settings > Salesforce Connector. You can learn more about activity record syncing here.

    feature03Faster, More Reliable Syncing

    We know that keeping the leads flowing is mission critical for your business. That's why we've made huge investments in the back-end of our system to give you a faster, more reliable experience.

    This improvement is now live for all customers using the latest version of our Salesforce V2 connector. You don't need to do anything to turn it on - it's already working for you in the background.

    New Ways to Work With Your Sales Teamfeature05

    Now, it's possible to leverage your Salesforce data in exciting new ways in HubSpot. Want to send highly customized alerts to lead owners when their leads hit a certain lead grade, or if a lead fills out a specific form? It's easy to do.

    This feature is a part of Workflows, and is now live for all customers using HubSpot 3 and our Salesforce connector. You can learn more about Workflows Notifications here, or find more detailed instructions on HubSpot Help.

    describe the imageCSV Free Imports to HubSpot

    When it comes to pulling batches of records into HubSpot from Salesforce, we have you covered there, too. It's easy to do - select the leads and contacts you want to import, and in one click you are good to go.

    This feature is now live for all customers using HubSpot 3 and the latest version of our Salesforce V2 connector. You can learn more about Salesforce Import here, or find out more about using it from HubSpot Help.

    More Coming Soon

    We're committed to bringing you a strong, feature-rich Salesforce integration, and more improvements are on the way. Stay tuned to the HubSpot Product Blog for more news about features as they are released. Using Salesforce, but not yet a HubSpot customer? Learn more about the HubSpot Salesforce Integration.