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8 STEPS PLAN FOR HUBSPOT AND SALESFORCE INTEGRATION

What’s Inside?

  • Different terminology of both systems HubSpot and Salesforce
  • All steps which will guide you through the integration of both systems, HubSpot and Salesforce.
  • The guide includes the two way sync, and a HubSpot guide for Salesforce selective sync.
  • All Integration steps are includes
    • Audit
    • Selective Sync
    • Sandbox connection
    • Inclusion List
    • Mapping Properties
    • Go live Production 
    • Errors Fixing
    • Quality Assurance