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Connect HubSpot to Salesforce

Automate workflows and sync data between HubSpot and Salesforce with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect HubSpot & Salesforce?

Intelligent Automation Workflows

Leverage 12 available triggers from HubSpot to execute 24 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps HubSpot and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between HubSpot and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

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HubSpot

Triggers (12)

Deleted Blog Posts

Emit new event for each deleted blog post.

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New Company Property Change

Emit new event when a specified property is provided or updated on a company. See the documentation

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New Contact Added to List

Emit new event when a contact is added to a HubSpot list. See the documentation

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New Contact Property Change

Emit new event when a specified property is provided or updated on a contact. See the documentation

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New Custom Object Property Change

Emit new event when a specified property is provided or updated on a custom object.

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New Deal In Stage

Emit new event for each new deal in a stage.

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New Deal Property Change

Emit new event when a specified property is provided or updated on a deal. See the documentation

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New Email Event

Emit new event for each new Hubspot email event.

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New Email Subscriptions Timeline

Emit new event when a new email timeline subscription is added for the portal.

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New Engagement

Emit new event for each new engagement (call, email, meeting, note, postal mail, or task) created. Per-activity docs: Calls Emails Meetings Notes Postal Mail Tasks See the documentation

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New Events

Emit new event for each new Hubspot event. Note: Only available for Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, or CMS Hub Enterprise accounts

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New Form Submission

Emit new event for each new submission of a form.

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Actions (24)

Add Comment

Adds a comment to a thread. See the documentation

Add Contact to List

Adds a contact to a specific static list. See the documentation

Add Note to Contact

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archive Thread

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Batch Create Companies

Create a batch of companies in Hubspot. See the documentation

Batch Create or Update Contact

Create or update a batch of contacts by its ID or email. See the documentation

Batch Update Companies

Update a batch of companies in Hubspot. See the documentation

Batch Upsert Companies

Upsert a batch of companies in Hubspot. See the documentation

Clone Marketing Email

Clone a marketing email in HubSpot. See the documentation

Clone Site Page

Clone a site page in Hubspot. See the documentation

Create a New Workflow

Create a new workflow. See the documentation

Create Association

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create Associations

Create associations between objects. See the documentation

Create Blog Post

Creates a new blog post in HubSpot. See the documentation

Create Communication

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create Company

Create a company in Hubspot. See the documentation

Create Contact Workflow

Create a contact workflow in Hubspot. See the documentation

Create CRM Object

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create Custom Object

Create a new custom object in Hubspot. See the documentation

Create Deal

Create a deal in Hubspot. See the documentation

Create Engagement

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create Form

Create a form in HubSpot. See the documentation

Create Landing Page

Create a landing page in Hubspot. See the documentation

Create Lead

Create a lead in Hubspot. See the documentation

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

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Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

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Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

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New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

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New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

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New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

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New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

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New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

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Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When HubSpot trigger → Create/Update in Salesforce

Most Popular
HubSpotHubSpot

Deleted Blog Posts

SalesforceSalesforce

Add Contact to Campaign

When Salesforce trigger → Update HubSpot

Bi-directional
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

HubSpotHubSpot

Add Comment

How It Works

1

Connect Apps

Authenticate your HubSpot and Salesforce accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between HubSpot and Salesforce with 22 public triggers available for instant updates.

Automated Actions

Execute 48 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect HubSpot and Salesforce in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between HubSpot and Salesforce with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Salesforce to HubSpot for bidirectional automation

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