Salesforce by Invise - Integration Overview
HubSpot Integration with Salesforce
Salesforce is one of the most well-used systems out there - and that’s for a reason! If you work in enterprise businesses and have a need for complex sales solutions Salesforce is usually the CRM of choice. However, what Salesforce lacks in marketing, intuitiveness and easy to consume reports HubSpot steps in. Even if HubSpot is a fully compatible CRM platform for almost all businesses we know that moving a 100+ sales rep department into a new system can be a daunting task.
The big problem with using a separate system for sales vs marketing vs customer support is that you will lose track of the complete customer journey and you will also struggle to report on your attribution and ROI for different sourced leads. We’ve got you covered. By using our long experience setting up the HubSpot and Salesforce built-in integration we make sure you’re taking advantage of the two worlds and make sure the data doesn't interfere with each other.
It’s easy to set up the built-in HubSpot/Salesforce integration. It’s also easy to accidentally delete all your Salesforce opportunities by the click of a button if you’re not 100% sure of what you're doing. We know.