HubSpot and Salesforce are both powerful go-to-market tools. Most companies think of them as two different platforms, but building HubSpot + Salesforce together creates a single, high-functioning ecosystem for your company. ClearPivot’s team has deep domain expertise with both platforms, giving us the knowledge and insight to design and implement a fully successful integration. Now you have a best-in-class user experience across all essential roles within your go-to-market team.

Sound familiar?

“We’re seeing lots of sync errors on the integration health page. What do these error messages even mean?”

We often hear this from clients who are running HubSpot + Salesforce running side by side. You’ve probably experienced that frustration yourself, along with any number of these other common integration failures:

Conflicting records between the systems

Teams don't know which system to trust or which object record or field is correct

Broken lead handoff

Leads generated in HubSpot stall or get lost before they're worked in Salesforce

Attribution gaps

Marketing can't prove ROI because campaign data doesn't survive the handoff to Salesforce

Team conflict

Sales and marketing fight over whose numbers are right (MQLs vs. SQLs vs. pipeline)

Reporting struggles

Reporting built on two different data models, so leadership can't get one clean view of the funnel

Constantly fixing things

Fragile integration or outdated sync rules that break as the org scales or adds additional objects, flows, validation rules, or custom Apex code

Many companies have used Salesforce for so many years that it’s become their data foundation. At some point, you expanded the marketing team, and they brought in HubSpot, which you then connected to Salesforce. But GTM responsibilities are still distinctly divided. The marketing team uses HubSpot to send email campaigns, score leads, build landing pages and forms, etc, to gather leads and contacts. Sales and customer success teams use Salesforce as a traditional CRM to log customer information, identify and manage opportunities, track sales data, and track leads and conversions.

But you can’t operate like a well-oiled machine if the parts aren’t properly fitted and running in sync. Inadequate or misguided implementation efforts create problems rather than fix them. Theoretically, you could convert all your data to just one or the other platform. But undertaking a full migration at this point would be very risky and complex, opening the door to critical errors or omissions. Strategic integration is simpler and much less risky.

This is where we come in.

What We Implement

Our ClearPivot team typically performs HubSpot + Salesforce integration as part of a broader marketing operations retainer. We audit your existing processes, both human and automated, in both platforms to understand how you’ve been doing things. That shows us what is working well and what needs to be reimagined.

We know from experience that a HubSpot + Salesforce integration requires more than just ensuring accurate bidirectional data transfer to deliver maximum value. So, in addition to integration-specific services, we also take a close look at human processes. The result? Workflows that are properly set up to support smooth integration and, ultimately, better team member efficiency.

Because Salesforce campaign management is a different type of tool than HubSpot campaigns, we take an intentional, systemwide approach. And since Salesforce admins are so important, we identify your sales peoples’ workflow from a marketing standpoint, then customize according to this, creating a bridge between teams.

Integration-Specific Services:

  • Objects, properties & associations

  • Processes, sync rules & validations

  • Users and object ownership 

  • HubSpot and Salesforce campaigns

  • Activity & engagements

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Salesforce Operations Services:

  • User management (adding/removing users, profiles, roles and permissions)

  • Data model configuration (custom objects, fields, page layouts and record types)

  • Workflow rules, process builder and Flow automation

  • Reports & analytics

  • Data management (imports, deduplication and cleanup)

  • Validation rules and data quality enforcement

  • Security and sharing settings

Functional Results

  • Bi-directional sync with clear field-level ownership between HubSpot and Salesforce
  • Automated lead routing and handoff — leads move from HubSpot to Salesforce at the right stage, with full context attached
  • Attribution and campaign data preserved end-to-end, so marketing can prove pipeline impact
  • Unified reporting — one funnel view both teams trust, from first touch to closed-won
  • Custom object and field mapping for whatever doesn't fit an out-of-the-box sync
  • Lifecycle stage and lead scoring alignment across both systems
  • Built to scale — documented, maintainable integration that holds up as you add users, objects, or automation
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Marketing attribution to sales

Finally! You manage email campaigns, online webinars, and in-person events in HubSpot, generating engagement and then sales interest. Sales follows up and closes the deal. You can correctly attribute sales back to marketing to determine which of your marketing activities are sourcing or influencing. And you can accurately evaluate each campaign to determine which specific content performs best.

Alignment between GTM teams

Teams have the correct setup. Every detail is well-thought-out, well-functioning, and error-free. Marketing can see customer outreach. Sales and CS can see how accounts are engaging with marketing. Everyone sees the same information and the same metrics. Everyone is on the same page, from data and contact notes to KPIs and other metrics. Instead of confusion, miscalculation, and missed opportunities, you have clear, accurate data you can act on with confidence.

Better pipeline and lead prioritization

Sales can see which leads are actively engaged at any moment to more effectively prioritize outreach efforts.

Productivity, not problems

We resolve existing sync errors, then fix automations, validation rules and/or data structure in both systems to prevent problems going forward.

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We Don't Hand Off Until the Full Path Works

Integration is a complex undertaking. Once we’re done, we double-check every detail to ensure everything works exactly as expected in both directions. No gaps, no errors, no question marks. We document our work so you have a governance model for the future. We train your admins, reps, and leadership as needed to ensure all roles are comfortable with the new system and how to use it. You can pick up the ball and start scoring points right away. But we’re always here for you if you need something more.

Why Go-to-Market Leaders Choose ClearPivot

Marketing, sales, and customer success are all critical to RevOps, but they simply must function smoothly together. HubSpot and Salesforce are valuable tools, but they support success only when fully integrated in a way that reflects your workflows, reporting needs, and goals. You need a partner who can get the job done right.

  • We are HubSpot and Salesforce specialists. We’ve spent years building go-to-market systems on HubSpot: lead generation, lead routing, pipeline governance, attribution, data architecture. We’ve spent years customizing Salesforce to meet the needs of companies in diverse industries. We understand how these platforms work and how to unify them best for you.
  • We start with your process, not the software. Our first step is always mapping your ideal-state customer acquisition and lifecycle. The configuration follows the vision — never the other way around.
  • We build systems your team will actually use. No more “the CRM is a mess.” No more missing information, dropped leads, or conflicting reports. Everything is right, and it’s right at everyone’s fingertips.
  • You’ll look great to your CEO and board. Not only will marketing and sales be more productive, but you’ll be able to prove it with accurate pipeline and revenue data clearly attributable to marketing’s efforts.
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Ready to Reap the Full Value of HubSpot + Salesforce?

Tell us how you’re using these platforms now, from marketing campaigns to closed deals to customer follow-up. We’ll show you exactly what a comprehensive integration improvement would look like, and how soon it can be completed.

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