HubSpot
Salesforce

Deal Stage Opportunity Sync

Seamlessly sync deal stages from HubSpot to Salesforce, creating opportunities automatically as deals progress. This integration ensures your sales team has real-time visibility into potential revenue, enabling them to act swiftly and effectively on new prospects while eliminating manual data entry.

When this happens...

New Deal In Stage
Emit new event for each new deal in a stage.

-

automatically do this!

Create Opportunity
Creates an opportunity. See the documentation
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Explore Triggers and Actions

Triggers
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Actions
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New Ticket Property Change
Emit new event when a specified property is provided or updated on a ticket. See the documentation
New Task Created
Emit new event for each new task created. See the documentation
New Ticket
Emit new event for each new ticket created.
New Social Media Message
Emit new event when a message is posted from HubSpot to the specified social media channel.
New or Updated Product
Emit new event for each new or updated product in Hubspot.
New or Updated Line Item
Emit new event for each new line item added or updated in Hubspot.
New or Updated Deal
Emit new event for each new or updated deal in Hubspot
New or Updated CRM Object
Emit new event each time a CRM Object of the specified object type is updated.
New or Updated Custom Object
Emit new event each time a Custom Object of the specified schema is updated.
Get Associated Meetings
Retrieves meetings associated with a specific object with optional time filtering. See the documentation
Get Company
Gets a company. See the documentation
Get Contact
Gets a contact. See the documentation
Enroll Contact Into Workflow
Add a contact to a workflow. Only available for certain accounts. See the documentation
Create Task
Create a new task. See the documentation
Create Ticket
Create a ticket in Hubspot. See the documentation
Create or Update Contact
Create or update a contact in Hubspot. See the documentation
Create Lead
Create a lead in Hubspot. See the documentation
Create Meeting
Creates a new meeting with optional associations. See the documentation

About the apps

Learn more about

HubSpot

and

Salesforce

, and how they work together to automate your workflows.

About

HubSpot

HubSpot is an all-in-one CRM platform providing marketing, sales, and customer service tools with automation to help businesses grow better.

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About

Salesforce

Salesforce is the world's #1 CRM platform helping businesses connect with customers through cloud-based solutions to drive revenue growth.

Similar integrations

Why

HubSpot

+

Salesforce

= Perfect Match

When a deal enters a new stage in HubSpot, an opportunity is automatically created in Salesforce, ensuring your sales team is always aligned with the latest developments. This seamless integration bridges marketing and sales, facilitates real-time updates on deal progress, and enhances collaboration between teams. The result is improved visibility into the sales pipeline, faster follow-ups on potential deals, and increased chances of closing sales successfully.

Popular App Usecases

CRM Company Sync
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SMS alerts for form submissions
Engagement Task Creator
Create tasks from CRM engagements
Deal WhatsApp Updates
WhatsApp updates for deal progressions
Deal Stage Email Updates
Email updates for deal progressions
Deal Progress Customer Updates
Update customers on deal progress
Company Contact Bridge
Create contacts from company updates
CRM Ticket Bridge
Sync tickets between CRM and support

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