When connecting Salesforce to HubSpot Marketing you have two options:
Use a Zapier connection which is universal but difficult to configure, maintain and can get expensive rather quickly. For each lead/contact added, field updated, lead/contact deleted or engagement created you'd need to set up an individual zap with multiple steps to ensure no duplicates are created and the information is synced with the right lead/contacts.
Use another 3rd party app to sync data which may be more expensive, only sync contacts one way or not sync engagement events.
Outfunnel's Salesforce-Hubspot Marketing sync is designed for B2B companies who want 2 key things from a sales-marketing integration:
Keep sales and marketing leads/contacts in sync and
Automatically record marketing engagement in Salesforce for the salespeople to see.
With just a 10-minute, no-code setup your marketing can use the lead/contact lists defined in Salesforce for their campaigns and give sales full visibility into leads' engagement, so they can sell smarter.
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How it works
(Coming soon) Bi-directional lead/contact sync. Make all leads/contacts or a subset(s) available on either platform along with your custom lead/contact and account fields and keep them in sync going forward.
Sync email engagement to your CRM. Give your sales team full context on email opens, clicks, unsubscribes, and more.
(Coming soon) Comprehensive field Mapping. Sync any default or custom field two-way or in a single direction so you always have the right information available in any app. If any data conflicts arise, you can easily select the conflict winner.
Deduplication built-in. Outfunnel creates links based on the email address and we'll automatically cross-reference leads/contacts to prevent duplicate entries. If a lead/contact already exists we'll simply link it. If it doesn't we'll create a new record.
Near instant data sync. Outfunnel syncs most data instantly and some within 2 hours.
Monitor sync status. Clear overview of the sync health which includes actionable error messages so you can fix them as they happen.
Historical sync. Sync all of your customer data, no matter when it was created. Outfunnel syncs not only new leads/contacts but also existing ones.
Transparent pricing. Each lead/contact that's part of the sync only counts once, regardless of how many updates get synced or to how many apps.
Reliable and secure data. Outfunnel uses advanced authentication methods, such as OAuth, and deploys encryption measures to make sure the data is secure in transit.
Set up lead/contact sync
Coming in Q3 2024.
Set up engagement sync
Outfunnel supports recording engagement from Hubspot Marketing single email campaigns and automations.
💡 You have to be on Hubspot Marketing Professional plan and up to make use of engagement recording.
1. Authenticate your apps
Head to Outfunnel > App connector, select your apps, and authenticate as per on-screen instructions if you haven't done so already.
2. Select the connection type
Click on Connect and choose Engagement sync as the connection type.
3. Choose the list. Choose the Hubspot Marketing list or automation for which you’d like to record email engagement (opens, clicks, unsubscribes, etc).
4. Define how engagement gets recorded
Then define how you’d like email activities like opens, clicks, bounces, or unsubscribes recorded in Salesforce – or simply use our default settings.
5. Set up field mapping
When Outfunnel syncs an engagement for a lead/contact that does not yet exist in Salesforce, a new lead can optionally be created with the defined field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider. You can turn off creating leads/contacts from email engagements on the same page.
6. Activate
🏁 Initial sync
After activating the connection you can choose whether you'd like to record engagement only from emails that have been sent after activating the connection or also from the last 30-days. The initial sync usually takes a few minutes but can take up to a few hours depending on the number of historical engagements to sync.
The status page shows the number of engagements that have been synced.
💡We also offer retrospective sync on demand for an additional cost. Please refer to this article.
🔄 Continuous sync
After the initial sync completes Outfunnel starts running a continuous sync that checks for updates every two hours.
You can trigger an instant sync anytime by clicking on Sync now.
💡 Things to keep in mind
Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in Pipedrive and manual unsubscribes in Hubspot Marketing are not recorded.
First unique URL click per email per lead/contact is recorded. Outfunnel records the first unique URL click per email per lead/contact. For example, if a lead/contact clicks 2 unique URLs, 3 times each then two click activities get created in your CRM.
Activities in the CRM. Email activities are linked to a lead/contact, account, and the oldest open opportunity.
Do you use web forms to collect leads to your lists? See the following integrations to automate lead capture sync to Salesforce:
Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.