Connect HubSpot to Salesforce
Automate workflows between HubSpot and Salesforce. No coding required.
The most-used recipe
HubSpot
CRM
DeskFerry agent
Create contact when new contact created
Runs on its own
Salesforce
CRM
Popular workflows
What you can automate between HubSpot and Salesforce
These are the most popular automations teams set up between HubSpot and Salesforce. Each one runs automatically once activated — no manual steps.
Create contact when new contact created
Add a new contact to your CRM automatically when a new contact is added to your crm.
Create contact when new contact created
Add a new contact to your CRM automatically when a new contact is added to your crm.
Sync HubSpot changes to Salesforce
Keep Salesforce updated when a new deal or opportunity is created.
How data flows
What syncs between HubSpot and Salesforce
When an event occurs in HubSpot, the relevant data is automatically sent to Salesforce. DeskFerry maps the fields between both apps so the data arrives in the right format — no manual formatting or exports required.
Data from HubSpot
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Data from Salesforce
- Contacts
- Deals / opportunities
- Pipeline stages
- Notes
- Custom fields
Step-by-step guide
How to connect HubSpot to Salesforce
Follow these steps to set up your integration. The entire process takes under 5 minutes.
What you'll need
- An active HubSpot account with API access enabled
- An active Salesforce account with API access enabled
- A free DeskFerry account (sign up takes 30 seconds)
- Admin or API access in HubSpot to authorize the connection
- Step 01
Create your DeskFerry account
Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.
- Step 02
Authenticate HubSpot
Click "Add Connection" and select HubSpot from the app directory. You'll be redirected to HubSpot's authorization page. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
- Step 03
Authenticate Salesforce
Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant DeskFerry read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.
- Step 04
Choose your trigger
Select what event starts the workflow. For this integration, popular triggers include: new contact created in hubspot or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.
- Step 05
Configure the action
Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between HubSpot and Salesforce so the right information lands in the right place.
- Step 06
Test and activate
Run a test to confirm data flows correctly between HubSpot and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.
Benefits
Why connect HubSpot and Salesforce?
Manually moving data between HubSpot and Salesforce is error-prone and eats into your team's productive hours. Connecting them through DeskFerry eliminates that overhead — events in one app trigger actions in the other automatically.
Tips
Tips for your HubSpot + Salesforce integration
Get more out of this integration with these best practices.
Use cases
Who uses the HubSpot + Salesforce integration?
Teams across industries connect HubSpot and Salesforce to streamline their workflows.
Sales reps tracking deal progress who need HubSpot and Salesforce in sync
Account management consolidating their crm stack
RevOps leaders unifying pipeline data eliminating duplicate work across platforms
FAQ
Frequently asked questions
How do I connect HubSpot to Salesforce?
Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both HubSpot and Salesforce via OAuth. Choose a workflow template — like syncing crm events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.
What can I automate between HubSpot and Salesforce?
You can automate a wide range of workflows: sync new HubSpot events to Salesforce actions, trigger Salesforce updates when HubSpot data changes, create Salesforce records from HubSpot events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.
Is the HubSpot and Salesforce integration free?
DeskFerry's 7-day free trial is enough to prove the workflow out. If your HubSpot-to-Salesforce workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.
Is my HubSpot data secure when connected to Salesforce?
Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your HubSpot or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.
Can I sync data both ways between HubSpot and Salesforce?
Yes. You can set up workflows that trigger from either HubSpot or Salesforce. For example, create a workflow where HubSpot events update Salesforce, and a separate one where Salesforce changes sync back to HubSpot. Each direction is configured independently so you have full control.
Do I need technical skills to connect HubSpot and Salesforce?
No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use HubSpot and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.
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Automate HubSpot + Salesforce
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