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 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.
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

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.

Similar integrations

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

Form Contact Creator
Create contacts from form submissions
Form Submission Intercom Bridge
Sync form submissions with Intercom
Deal Stage Slack Updates
Update team on deal stage changes
Form Submission Email Automation
Send emails for form submissions
Deal Progress Opportunity Updates
Update opportunities as deals progress
Deal Progress Notifications
Notify team of deal progression
Deal Stage Invoice Generator
Generate invoices for deal progressions
CRM Payment Customer Setup
Set up payments for CRM contacts
CRM Contact to Support Sync
Sync CRM contacts with support system

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