HubSpot and Salesforce, telling the same story.
Marketing scores the lead in HubSpot, sales closes it in Salesforce, and the two stop disagreeing about who it is and where it stands. Patricia keeps them in step and traces the revenue back to the campaign that started it.
@Pati which HubSpot marketing sources actually turned into closed-won in Salesforce last quarter, and are the two CRMs still in sync?
Traced it end to end. Of $214k closed-won in Salesforce, here is where the contacts first came from in HubSpot, plus the sync is drifting in a few places you will want to fix.
- Paid search sourced $96k of closed-won at a $410 cost per SQL, the webinar series $71k at $180, the gated report $47k
- The gated report looked weak on lead volume but closed at 3x the rate of paid social, so it is under-credited in the marketing view
- 38 contacts marked Marketing Qualified in HubSpot never became leads in Salesforce, so the handoff dropped them
- 17 duplicates: same person as a HubSpot contact and a separate Salesforce lead, splitting their activity across two records
Push the 38 stuck MQLs into Salesforce as leads and merge the 17 duplicates. Show me the merges before you touch anything.
Drafted. The 38 Marketing Qualified contacts are staged as Salesforce leads with their HubSpot source and score carried across, and the 17 duplicate pairs are laid out side by side with the surviving record marked. Nothing is written yet. Approve the list and I sync it, then I will keep the lifecycle stage and lead status mapped both ways so this stops recurring.
1 + 1 > 2
What HubSpot and Salesforce do together.
Each is useful alone. Joined, they answer the question neither can on its own.
Trace closed-won Salesforce revenue back to the HubSpot marketing source
She joins the opportunity that closed in Salesforce to the contact's original source, campaign, and lead score in HubSpot, so you can finally say which marketing channel produced pipeline and revenue, not just leads. That is closed-loop reporting neither CRM does alone.
Find contacts marked Marketing Qualified in HubSpot that never became Salesforce leads
The MQL to SQL handoff is where deals quietly die. She reconciles HubSpot lifecycle stage against Salesforce lead and opportunity records and surfaces the marketing-qualified contacts that never made it across, so sales stops missing leads marketing already earned.
Dedup contacts and leads across HubSpot and Salesforce
The same person as a HubSpot contact and a separate Salesforce lead splits their activity across two records and doubles the follow-up. She matches on email and domain, lays the duplicate pairs out with the surviving record marked, and merges only after you approve.
Keep lifecycle stage and lead status aligned between HubSpot and Salesforce
When HubSpot says Customer and Salesforce still says Open lead, the forecast lies. She maps lifecycle stage to lead and opportunity status both ways and flags where they disagree, so marketing and sales are reading the same record. Any change to a record waits for your yes.
Compare cost per SQL and pipeline by marketing source across both systems
She pulls campaign and source data from HubSpot and pipeline and close data from Salesforce to show cost per qualified lead and pipeline dollars per channel, so budget follows the sources that produce revenue, not the ones that produce raw lead volume.
How it works
HubSpot and Salesforce, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Connect HubSpot and Salesforce
One OAuth click each, per account. She gets only the access you approve, and you can disconnect anytime.
Ask
Mention @Pati with the question. She reads and reconciles both sides on her own; anything that writes to either CRM waits for your yes.
Say it like you'd say it
Things to ask her.
Which HubSpot marketing sources turned into closed-won in Salesforce last quarter?
Find the marketing-qualified HubSpot contacts that never became Salesforce leads
Show me the duplicate contacts and leads across both CRMs so I can merge them
Where do HubSpot lifecycle stage and Salesforce lead status disagree?
What is our cost per SQL by marketing source, joining HubSpot spend with Salesforce pipeline?
More combinations
Other pairs that work like this.
The stack rarely stops at two. These combinations pull the same trick.
FAQ
HubSpot + Salesforce, answered.
What does connecting HubSpot and Salesforce together let Patricia do?
She reconciles the two: dedups contacts and leads, keeps lifecycle stage and lead status aligned, catches marketing-qualified contacts that never became sales leads, and traces closed-won revenue back to the HubSpot marketing source that earned it. That closed-loop view needs both connected.
Does she change records on her own?
No. She reads and reconciles both CRMs freely and shows you what is out of sync. Creating a lead, merging duplicates, or updating a stage in either HubSpot or Salesforce is drafted and waits for your explicit yes in Slack.
Do I need both connected?
For the joined view, yes: HubSpot for the marketing source and lifecycle, Salesforce for the leads and closed revenue. Each also works on its own; this page is about what they do together.
Does this work across all our client accounts?
Yes. Connect each client's HubSpot portal and Salesforce org, and every client's records stay walled off from the rest.
What does it cost?
Nothing extra. Every integration is included, on every plan.
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