The Salesforce <> HubSpot Integration Planning Workbook

 

A practical planning and field-mapping guide to help RevOps, Marketing Ops, and Salesforce teams avoid sync issues, data conflicts, and lifecycle misalignment.

Salesforce and HubSpot integrations involve a series of foundational decisions that shape how data flows across your systems. Lifecycle stages, field types, sync direction, automation, and record handling all influence reporting accuracy, routing, and downstream processes.

This workbook is designed to help teams align stakeholders and document key integration decisions before records begin syncing between Salesforce and HubSpot.

 

What This Workbook Helps You Do

Use this spreadsheet to:

  • Define lifecycle stages and how records progress between them.

  • Map HubSpot properties to Salesforce fields with type compatibility in mind.

  • Decide sync direction, conflict resolution rules, and deletion behavior.

  • Identify automation, workflows, and API considerations early.

  • Align Marketing, Sales, and RevOps teams around a shared integration plan.

 

Who It’s For

This workbook is designed for teams who are ready to implement a Salesforce <> HubSpot integration, including:

  • Salesforce Admins and Architects

  • RevOps, Marketing Ops, and Sales Operations teams

  • Other team members tasked with supporting this implementation

 

Download The Salesforce <> HubSpot Integration Planning Workbook by filling out the form to get instant access.

 

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