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Salesforce Integrations

Salesforce HubSpot Integration

Marketing in HubSpot, sales in Salesforce, one shared view of contacts, companies and deals, with agreed rules on what syncs and which system wins.
  • No obligation - response within 1 business day for your Salesforce HubSpot Integration
  • Trusted by senior FinServ decision-makers for Salesforce HubSpot Integration
  • 9+ years of CRM specialism for financial services and fintech - including your Salesforce HubSpot integration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Integrations

Bringing powerful systems together

Salesforce HubSpot Integration

A HubSpot Salesforce integration lets marketing run campaigns in HubSpot while sales works leads, accounts and opportunities in Salesforce, and both teams look at the same record. The scope covers contacts, companies, deals, owners, lifecycle stages and lead status, along with the sync rules that settle which system wins when values differ. In financial services and fintech, consent, suppression and source data also have to match for audit. Evara designs the field mapping and integration approach, so the connection holds up as both platforms change.

Why choose a Salesforce HubSpot integration?

  • Two-way sync you can trust

    Keep contacts, deals and activity aligned across Salesforce HubSpot in real time, with no duplicates.

  • Built by Salesforce specialists

    Your Salesforce HubSpot integration is scoped, built and QA'd by a Salesforce partner team - not a generic connector.

  • Financial-services-grade data handling

    Field mapping, dedup rules and compliance-aware data flows designed for regulated FinServ environments.

  • Support beyond go-live

    Ongoing optimisation and a named point of contact after your Salesforce HubSpot integration ships.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Replacing HubSpot, not connecting it?

If you are moving off HubSpot onto Salesforce rather than integrating the two, we handle the full migration.

See the HubSpot to Salesforce migration →

Frequently asked questions

Common questions about your Salesforce HubSpot integration

Yes. HubSpot provides a native Salesforce connector, installed from the HubSpot app marketplace, which syncs contacts, companies, deals and tasks between the two systems. For most teams it is the right place to start. Its defaults, though, rarely match how a regulated business runs. You still have to choose the sync direction per field, which records are eligible, how lifecycle stages and lead statuses translate and how duplicates are treated. Evara configures the connector around your data model and, where it falls short, adds custom connectors and middleware.

Usually contacts and leads, companies and accounts, deals and opportunities, owners, activities and campaign membership, plus custom properties and custom objects where you need them. The decisions that matter sit at field level: which system is the source of truth for each value, whether changes flow one way or both, and what happens to blanks and overwrites. For financial services firms, map consent flags, communication preferences and lead source with extra care, so marketing activity and sales follow-up stay compliant and reportable.

Clean up first, then control what is allowed to cross. Before the sync goes live, agree match rules for contacts and accounts, limit the sync to records sales genuinely needs, validate required fields and set an inclusion list so test or legacy data stays out of both systems. Evara backs this with sound CRM data architecture. Ownership, naming and lifecycle logic are defined once, and the sync enforces them instead of copying inconsistency from one platform to the other.

Keep exploring

Similar Salesforce Integrations

GET IN TOUCH

Start the Conversation.

Planning a new Salesforce HubSpot integration - or fixing one that never delivered? As a Salesforce partner for financial services and fintech, Evara helps regulated teams connect their systems securely and cleanly. No obligation, no hard sell - just a clear, honest conversation. Book a consultation and we'll map out the right path together.

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No obligation. Response within 1 business day.