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Free integration manual

Connect HubSpot and Salesforce with a clear integration plan

A step-by-step reference for planning your HubSpot–Salesforce integration, covering access requirements, field mapping, sync rules, activity visibility and migration testing.

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What's inside

  • Access requirements: the HubSpot and Salesforce permissions and user setup you need before you connect
  • Field mapping: how to map objects and properties so data lands where your teams expect it
  • Sync rules: deciding which system wins, what syncs and when
  • Activity visibility: making sure emails, calls and meetings show up for the people who need them
  • Migration testing: how to test the sync before you go live

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