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Connect HubSpot to Salesforce

Automate workflows between HubSpot and Salesforce. No coding required.

5-minute setupNo code required100 actions included
Popular Workflows

What you can automate between HubSpot and Salesforce

These are the most popular automations teams set up between HubSpot and Salesforce. Each one runs automatically once activated — no manual steps.

#1

Create contact when new contact created

Add a new contact to your CRM automatically when when a new contact is added to your crm.

TriggerNew contact created in HubSpot
ActionCreate contact in Salesforce
#2

Create contact when new contact created

Add a new contact to your CRM automatically when when a new contact is added to your crm.

TriggerNew contact created in Salesforce
ActionCreate contact in HubSpot
#3

Sync HubSpot changes to Salesforce

Keep Salesforce updated when when a new deal or opportunity is created.

TriggerNew deal created in HubSpot
ActionUpdate contact in Salesforce
How Data Flows

What syncs between HubSpot and Salesforce

When an event occurs in HubSpot, the relevant data is automatically sent to Salesforce. Arahi maps the fields between both apps so the data arrives in the right format — no manual formatting or exports required.

HubSpot

Data from HubSpot

  • Contacts
  • Deals / opportunities
  • Pipeline stages
  • Notes
  • Custom fields
Salesforce

Data from Salesforce

  • Contacts
  • Deals / opportunities
  • Pipeline stages
  • Notes
  • Custom fields
Step-by-Step Guide

How to connect HubSpot to Salesforce

Follow these steps to set up your integration. The entire process takes under 5 minutes.

What you'll need

  • An active HubSpot account with API access enabled
  • An active Salesforce account with API access enabled
  • A free Arahi AI account (sign up takes 30 seconds)
  • Admin or API access in HubSpot to authorize the connection
1

Create your Arahi AI account

Sign up at app.arahi.ai — it's free and takes 30 seconds. No credit card required. You'll land on the dashboard where you can create your first workflow.

2

Authenticate HubSpot

Click "Add Connection" and select HubSpot from the app directory. You'll be redirected to HubSpot's authorization page. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.

3

Authenticate Salesforce

Same process for Salesforce. Click "Add Connection," select Salesforce, and authorize access. Grant Arahi read/write access to your contacts, deals, and pipeline data. You choose which objects the integration can access.

4

Choose your trigger

Select what event starts the workflow. For this integration, popular triggers include: new contact created in hubspot or new contact created in salesforce. The trigger fires automatically whenever that event happens — no manual intervention.

5

Configure the action

Define what happens when the trigger fires. For example: create contact in salesforce. Map the data fields between HubSpot and Salesforce so the right information lands in the right place.

6

Test and activate

Run a test to confirm data flows correctly between HubSpot and Salesforce. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — Arahi handles retries, error logging, and monitoring automatically.

Benefits

Why connect HubSpot and Salesforce?

Manually moving data between HubSpot and Salesforce is error-prone and eats into your team's productive hours. Connecting them through Arahi eliminates that overhead — events in one app trigger actions in the other automatically.

Sync contacts and deals between HubSpot and Salesforce bi-directionally
Migrate CRM data from HubSpot to Salesforce without manual CSV imports
Keep field values consistent across HubSpot and Salesforce in real time
Consolidate sales data from HubSpot and Salesforce into one unified pipeline view
Tips

Tips for your HubSpot + Salesforce integration

Get more out of this integration with these best practices.

Map your custom fields during setup so data lands in the right place
Use deal stage changes as triggers for the most impactful automations
Test with a single record before enabling for your full pipeline
Use Cases

Who uses the HubSpot + Salesforce integration?

Teams across industries connect HubSpot and Salesforce to streamline their workflows.

Sales reps tracking deal progress who need HubSpot and Salesforce in sync

Account management consolidating their crm stack

RevOps leaders unifying pipeline data eliminating duplicate work across platforms

FAQ

Frequently asked questions

Everything you need to know about connecting HubSpot and Salesforce.

How do I connect HubSpot to Salesforce?

Sign up for a free Arahi AI account, then click "Add Connection" to authenticate both HubSpot and Salesforce via OAuth. Choose a workflow template — like syncing crm events to crm actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.

What can I automate between HubSpot and Salesforce?

You can automate a wide range of workflows: sync new HubSpot events to Salesforce actions, trigger Salesforce updates when HubSpot data changes, create Salesforce records from HubSpot events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.

Is the HubSpot and Salesforce integration free?

Arahi AI includes 100 free actions per month on the Starter plan — enough for most small teams. If your HubSpot-to-Salesforce workflows need more volume, paid plans start at $29/month with unlimited workflows and priority execution.

Is my HubSpot data secure when connected to Salesforce?

Yes. Arahi uses OAuth 2.0 for authentication — we never store your HubSpot or Salesforce passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your crm data is only accessed when a workflow runs, and you can revoke access at any time from your Arahi dashboard.

Can I sync data both ways between HubSpot and Salesforce?

Yes. You can set up workflows that trigger from either HubSpot or Salesforce. For example, create a workflow where HubSpot events update Salesforce, and a separate one where Salesforce changes sync back to HubSpot. Each direction is configured independently so you have full control.

Do I need technical skills to connect HubSpot and Salesforce?

No coding is required. Arahi's visual workflow builder lets you configure triggers, actions, and field mapping with clicks. If you can use HubSpot and Salesforce, you can set up the integration. Most users are running their first workflow within 10 minutes.

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