HubSpot
Salesforce

HubSpot and Salesforce Integration

Connecting HubSpot with Salesforce helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between HubSpot and Salesforce, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

New or Updated Contact
Emit new event for each new or updated contact in Hubspot.
New or Updated Company
Emit new event for each new or updated company in Hubspot.
New or Updated Blog Post
Emit new event for each new or updated blog post in Hubspot.
New Note Created
Emit new event for each new note created. See the documentation
New Form Submission
Emit new event for each new submission of a form.
New Events
Emit new event for each new Hubspot event. Note: Only available for certain Enterprise accounts
New Engagement
Emit new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events
New Email Event
Emit new event for each new Hubspot email event.
New Email Subscriptions Timeline
Emit new event when a new email timeline subscription is added for the portal.
Create Opportunity
Creates an opportunity. See the documentation
Create Lead
Creates a lead. See the documentation
Create Content Note
Creates a content note. See the documentation and Set Up Notes
Create Contact
Creates a contact. See the documentation
Create Case Comment
Creates a Case Comment on a selected Case. See the documentation
Create Case
Creates a Case, which represents a customer issue or problem. See the documentation
Create Campaign
Creates a marketing campaign. See the documentation
Create Account
Creates a Salesforce account. See the documentation
Convert SOAP XML Object to JSON
Converts a SOAP XML Object received from Salesforce to JSON

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with HubSpot and Salesforce?

When HubSpot works alongside Salesforce, your contacts finally talk to your leads, cutting response times and context switching. Field mapping, conditional rules, and two way options help you control how data flows and who is notified. This gives your team better visibility, faster follow ups, and cleaner reporting across both systems. For example, Update opportunities as deals progress Sync tasks between CRM platforms

Connect
HubSpot
and
Salesforce
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use HubSpot with Salesforce?

A straightforward win is Create tasks from CRM engagements. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events and then perform Insert Blob Data in Salesforce?

Yes, you can set up a workflow so that when trigger new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events, Ayudo carries out Insert Blob Data in Salesforce. You control filters and field mappings so only the right events trigger the action.

Can we start from Salesforce and drive Create Company in HubSpot?

Absolutely. When trigger new event when a record of the selected type is updated. See the documentation, Ayudo can run Create Company in HubSpot so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

How customizable is setup for HubSpot and Salesforce integration?

You can configure one way or two way sync, set field mappings, and add rules to include or exclude records by status, priority, or labels so the data stays relevant and clean.

What problems does connecting HubSpot and Salesforce actually solve?

The integration reduces duplicate entry and makes key context available where your team already works. Ayudo syncs important updates automatically which shortens handoffs and prevents avoidable mistakes.

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