HubSpot + Salesforce integration
Connect HubSpot and Salesforce
Run HubSpot and Salesforce together as workflows, AI workflows or AI agents, with approvals where you need them.
Or build your own HubSpot + Salesforce workflowDoes Konnectify connect HubSpot and Salesforce?
Yes.Konnectify connects HubSpot and Salesforce. Marketing and sales teams use it to send qualified HubSpot contacts to Salesforce as leads and to keep companies and accounts in step. It works the other way too: new Salesforce opportunities can become HubSpot deals, and converted leads update the contact in HubSpot.
What teams do with HubSpot and Salesforce
- WorkflowNo approval
Send marketing-qualified contacts to sales
HubSpot New Contact In Listlist: marketing qualified
Salesforce Upsert Leadmatch on email
- AI workflowNo approval
Brief the owner on every new lead
HubSpot New Contact
- AI stepscore fit from company and job title, write a two-line summary
Salesforce Upsert Lead
Salesforce Create Taskfor the lead owner, with the summary
- WorkflowNo approval
Keep HubSpot companies and Salesforce accounts in step
HubSpot New Company
Salesforce Upsert Accountmatch on website
- WorkflowNo approval
Mirror new opportunities as HubSpot deals
Salesforce New Opportunity
HubSpot Create Deal
- WorkflowNo approval
Tell marketing when a lead converts
Salesforce Updated Leadfilter: status is converted
HubSpot Search Contactby email
HubSpot Update Contactlifecycle stage: opportunity
What HubSpot and Salesforce can do for each other
HubSpot → Salesforce
54 HubSpot triggers can start actions in Salesforce.
HubSpot triggers, for example
- New Contact
- New Company
- New Deal
Salesforce actions, for example
- Create Article
- Get Article
- Get Attachment Content
Salesforce → HubSpot
32 Salesforce triggers can start actions in HubSpot.
Salesforce triggers, for example
- New Dated Conversion Rate
- Updated Dated Conversion Rate
- Record Created In Custom Module
HubSpot actions, for example
- Create Lead
- Update Lead
- Find Lead
Build your own HubSpot + Salesforce workflow
Pick a trigger in HubSpot and an action in Salesforce. Konnectify opens with both already set.
Checked on a schedule
Konnectify opens with this trigger and action already set. Add steps, AI or approvals there.
When New Contact happens in HubSpot, Konnectify will Create Article in Salesforce.
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