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