Perimattic
crm

Salesforce HubSpot Integration - Ongoing Two-Way Sync

The ERPPlugs HubSpot-Salesforce Live Sync connector keeps HubSpot and Salesforce continuously aligned. It syncs Contacts, Leads, Companies and Accounts, deals and Opportunities, and activities in both directions. This is for running both systems side by side; for a one-time move from one CRM to the other, see the ERPPlugs HubSpot to Salesforce migration connector.

Run HubSpot for marketing and Salesforce for sales with continuous two-way sync of people, companies, deals, and lifecycle stages.

HubSpot
Salesforce
5-minute setup30-day money backNo coding required
Overview

What this connector does

Many teams keep HubSpot for marketing automation and Salesforce as the sales system of record, and need both to stay current as records change. This connector provides ongoing, bidirectional sync with field-level rules about which system wins. It is separate from the one-time migration connectors: nothing is moved or retired, the two CRMs simply stay in step.

At a glance

Category
crm
Capabilities
12
Synced data types
6
Setup time
~5 minutes
Before vs After

What changes when you plug ERPPlugs in

See how automation transforms your HubSpot-Salesforce workflow.

TaskManual IntegrationERPPlugs
Lead handoffMarketing exports sales-ready contacts from HubSpot and imports them into SalesforceQualified contacts sync to Salesforce automatically with source and campaign data
Lifecycle updatesLifecycle stage in HubSpot and Lead status in Salesforce disagreeLifecycle stage and Lead status are mapped and kept aligned
Deal outcomesClosed-won and closed-lost results never reach HubSpot for campaign reportingOpportunity outcomes return to HubSpot deals
Field conflictsBoth systems are edited and the last import overwrites the otherPer-field source-of-truth rules decide which system wins, and overrides are logged
Duplicate controlDuplicates appear when the same person is created in both CRMsMatching on email and company domain links records instead of duplicating them
Who It's For

Built for teams that need reliable automation

The HubSpot <-> Salesforceconnector fits into finance, ops, and revenue teams that have outgrown copy-paste — the ones whose month-end close should not depend on a spreadsheet, whose ledger accuracy should not depend on human vigilance, and whose sales velocity should not stall behind an accountant's inbox.

Below are the roles that get the fastest return the moment this connector goes live. If yours is on the list, the payback is typically visible in the first billing cycle.

Marketing Operations Manager

Runs campaigns in HubSpot and needs sales outcomes from Salesforce to measure what actually produced revenue.

Salesforce Administrator

Wants a predictable sync with defined ownership of each field and a log to review when records change unexpectedly.

RevOps Lead

Owns lifecycle definitions across both tools and needs stage mapping and Lead versus Contact routing to be consistent.

Architecture & Sync

How data flows and what gets synced

The bridge between HubSpot and Salesforce, and the exact records that move across it.

Data flow
HubSpot

HubSpot

ERPPlugs

ERPPlugs Engine

Salesforce

Salesforce

What flows across
Contacts to Leads/ContactsCompanies to AccountsDeals to OpportunitiesLifecycle Stage / Lead StatusMarketing Source & CampaignActivities / Engagements
Sync details
Data TypeDirectionFrequency
Contacts to Leads/ContactsBidirectionalNear real-time
Companies to AccountsBidirectionalNear real-time
Deals to OpportunitiesBidirectionalOn change
Lifecycle Stage / Lead StatusBidirectionalOn change
Marketing Source & CampaignHubSpot → SalesforceOn change
Activities / EngagementsBidirectionalScheduled
Automation

Common automation scenarios

Real workflows this connector automates for you.

When

HubSpot Contact reaches Sales Qualified lifecycle stage

Then

Lead created in Salesforce with source, campaign, and owner mapped

When

Opportunity marked Closed Won in Salesforce

Then

Matching HubSpot deal moved to closed-won and lifecycle stage set to customer

When

Lead converted in Salesforce

Then

HubSpot record linked to the new Contact and Account

When

Contact edited in both systems at nearly the same time

Then

Per-field rules applied and the decision written to the audit log

Capabilities

What's included

Everything this connector automates out of the box, no extra setup required.

Continuous two-way sync, not a one-time import
HubSpot Contact to Salesforce Lead or Contact routing rules
HubSpot Company to Salesforce Account matching
HubSpot deal to Salesforce Opportunity sync with stage mapping
Lifecycle stage to Lead status mapping
Per-field source-of-truth and conflict rules
Custom property to custom field mapping
Marketing source and campaign data passed to Salesforce
Engagement and activity sync between the two systems
Loop prevention so updates do not echo between systems
Sync scope filters by list, owner, or lifecycle stage
Field-level mapping audit log
Why It Matters

Key Benefits

What changes for your team once this connector goes live.

Both CRMs Current

Marketing and sales see the same people and deals without exports.

Cleaner Handoff

Sales-ready contacts reach Salesforce with source and campaign context.

Closed-Loop Reporting

Deal outcomes flow back to HubSpot for campaign analysis.

Conflict Control

Per-field rules and logs keep overwrites predictable.

Free to Try

Try the HubSpot ↔ Salesforce Live Sync Connector Free

Start with 1 connector and 100 transactions/month — no credit card required. See real data flowing between HubSpot and Salesforce inside 5 minutes.

Compliance & Setup

Compliance-ready. Live in minutes.

What you get out of the box for statutory compliance — and the exact steps to go live.

Compliance & Compatibility

OAuth 2.0 authorization for both HubSpot and SalesforceEncryption in transit (TLS) for all API trafficOpt-out and subscription properties synced only where you map themField-level mapping audit log

HubSpot

HubSpot Marketing, Sales, and Service Hubs — Professional and Enterprise tiers with API access

Salesforce

Salesforce Sales Cloud — Enterprise, Unlimited, and Performance editions

Setup in Minutes

1

Connect HubSpot

Authorize ERPPlugs through HubSpot OAuth with the CRM scopes you approve.

2

Connect Salesforce

Authorize ERPPlugs through a Salesforce Connected App and select the objects to sync.

3

Map Records, Stages and Owners

Set Lead versus Contact routing, stage mapping, owner matching, and the source of truth per field.

4

Start with a Filter

Begin with a small scope, check the results in both CRMs, then widen the sync.

7-Day Free Trial

Start free for 7 days — no credit card required

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Keep Exploring

Explore More

Docs, guides, and other ways to get more out of HubSpot.

Answers

Frequently Asked Questions

The migration connector moves historical data once so you can switch CRMs. ERPPlugs Live Sync runs continuously so both HubSpot and Salesforce stay in use and current. Teams that are migrating first and then running both for a while often use the two in sequence.

You set a source of truth per field, for example HubSpot for marketing consent and Salesforce for account owner. For fields with no fixed owner, the most recent change wins. Conflicts and overrides are logged so you can review them.

Yes. ERPPlugs can limit sync to contacts in a given list, lifecycle stage, or owner, so only sales-ready records reach Salesforce. Records outside the filter are left alone. You can widen the scope later without a re-import.

ERPPlugs routes a HubSpot Contact to a Salesforce Lead or Contact depending on rules you set, such as whether a matching Account exists or the lifecycle stage. When a Lead is converted in Salesforce, the link is carried back to HubSpot. This avoids creating a second Lead for someone who is already a Contact.

ERPPlugs can sync subscription and opt-out properties to Salesforce fields so sales sees the status. It does not change consent on its own; a change is made only if you map and allow it in a given direction. Review these mappings with whoever owns your consent policy.

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