Salesforce
HubSpot

Salesforce and HubSpot Integration

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

Explore Triggers and Actions

New Updated Record
Emit new event when a record of the selected type is updated. See the documentation
New Record
Emit new event when a record of the selected object type is created. See the documentation
New Outbound Message
Emit new event when a new outbound message is received in Salesforce.
New Deleted Record
Emit new event when a record of the selected object type is deleted. See the documentation
Update Lead
Update a lead in Hubspot. See the documentation
Update Deal
Update a deal in Hubspot. See the documentation
Update Custom Object
Update a custom object in Hubspot. See the documentation
Get Meeting
Retrieves a specific meeting by its ID. See the documentation
Update Contact
Update a contact in Hubspot. See the documentation
Update Company
Update a company in Hubspot. See the documentation
Search CRM
Search objects like companies, contacts, deals, etc. See the documentation
Get File Public URL
Get a publicly available URL for a file uploaded via Hubspot form. See the documentation
Get Deal
Gets a deal. See the documentation

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 Salesforce and HubSpot?

Ayudo connects Salesforce with HubSpot to turn scattered leads and contacts into a reliable, bi directional workflow. You choose what moves and when, including field mappings, filters, and directionality so noisy data stays out. The result is less swivel chair work and a sharper customer experience because context is always on hand. For example, Create tasks from CRM engagements Perfect bridge between Salesforce and HubSpot

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

Frequently asked questions

What is a practical way to use Salesforce with HubSpot?

A straightforward win is Sync tasks between CRM platforms. 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 when a new outbound message is received in Salesforce. and then perform Update Deal in HubSpot?

Yes, you can set up a workflow so that when trigger new event when a new outbound message is received in Salesforce., Ayudo carries out Update Deal in HubSpot. You control filters and field mappings so only the right events trigger the action.

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

Absolutely. When trigger new event for each new note created. See the documentation, Ayudo can run Create Attachment in Salesforce so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

How customizable is setup for Salesforce and HubSpot integration?

Yes, you can pick the exact fields to move, set conditions, and choose one way or two way sync. You can also add filters by status or tags and decide who gets notified when changes happen.

What problems does connecting Salesforce and HubSpot actually solve?

Bringing the two apps together removes manual updates and missing context so your team can move faster. Ayudo keeps critical records aligned and cuts down on app switching which improves response times, data quality, and accountability.

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