Introduction to the HubSpot Salesforce Integration



Designing a RevOps-focused tech stack with HubSpot and Salesforce

What you will learn

Explain the importance of building a revenue operations strategy before implementing HubSpot

Understand the value of the HubSpot Salesforce integration

Design and implement a marketing automation implementation plan

Begin a HubSpot Salesforce implementation

Description

HubSpot is the best marketing automation platform to integrate with Salesforce CRM. And we’re ready to prove it to you!

If you’re considering integrating HubSpot and Salesforce or have been tasked with managing the HubSpot Salesforce integration, this course is for you!

As you’ve likely discovered, resources for integrating HubSpot and Salesforce are limited. While the HubSpot Knowledge Base provides the fundamentals of understanding sync errors and clicking “Install,” there’s so much more to it than that. HubSpot works differently when integrated with Salesforce. And HubSpot doesn’t always bend to the demands made by Salesforce Validation Rules. So, if you’re an in HubSpot OR Salesforce, you’re not equipped to manage the HubSpot Salesforce integration. And we plan to change that.

In this course, we will walk through the fundamentals of revenue operations, system integration, and HubSpot. Then, suppose you’re ready to walk through the tactical implementation or day-to-day management of the HubSpot Salesforce integration. In that case, you can enroll in SEVEN additional modules of our paid integration course.

Course Outline:

1. Welcome & Who is Coastal

2. Designing a Revenue Operations Strategy

o Guide: Revenue Operations Strategy Development



3. Why Use HubSpot

4. Why Integrate with Salesforce

5. Integration Capabilities and Limitations

6. Picking Your HubSpot Plan

7. Designing a System Integration Map

o Template: System Integration Map

8. Marketing Automation Migration Milestones

9. Building Your Implementation Team

English
language

Content

Introduction

Introduction

Introduction to RevOps

Introduction to RevOps

Why Use HubSpot

Lecture 3

Why Integrate HubSpot and Salesforce

Why Integrate HubSpot and Salesforce

Integration Capabilities and Limitations

Integration Capabilities and Limitations

Picking Your HubSpot Plan

Picking Your HubSpot Plan

Designing a System Integration Map

Designing a System Integration Map

Marketing Automation Migration Milestones

Marketing Automation Migration Milestones

Building Your Implementation Team

Building Your Implementation Team

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