Ryan Oakes’ Post

45% fewer HubSpot properties in 5 hours. ^ Yesterday's big accomplishment for the Coastal Consulting team. People sometimes wonder if we're a good pick because we're so small. FAQs: Why not use a bigger firm to work on the HubSpot Salesforce integration? Can a 2-person operation really handle Enterprise accounts? Answers: 1. We ONLY work on the integration (and HubSpot implementations where Salesforce is involved). We can do things super quickly & both of us are experienced (hands-on) in BOTH tools. 2. We can, and we do. We took an account from 1,824 properties to 996 properties in less than 1 working day. They now have a documented field dictionary that ensures each field in HubSpot is USED and SYNCED properly with Salesforce where needed. Overwhelmed by the HubSpot property count in your instance? Let's chat. #HubSpotSalesforceIntegration #HubSpot #Salesforce #CRM

HubSpot <> Salesforce integration is changing! So what's new? 1. Updates to HubSpot's Embed. Salesforce users can now see the full contact record activity from HubSpot in Salesforce; we used to be limited to the first five, which created a lot of context switching and confusion.     2. Sync activities and tasks between HubSpot and Salesforce. A huge developement and it's a bi-directional sync and is a big step to building a truly distributed source of truth. Now businesses can keep all lead generation activities in HubSpot and have full visibility on what is happending to opportunties in Salesforce - not HubSpot. No more having to check two systems!     3. Use HubSpot's Embed to schedule meetings in Salesforce (if you're prospecting) along with enrolling Contacts in a HubSpot sequence directly from Salesforce. This means there is no longer a need to add a third prospecting tool to your HubSpot + Salesforce stack. You're CFOs are going to love it - when you release a tonne of budget from that additional cadene tool, you no longer need!     While you all know I'm pro bring all data into a single RevOps Platform to reduce the total cost of RevTech ownership - for those that are locked-in to using Salesforce this makes things a lot easier for Salesforce + HubSpot users. If you need any help with updating your integration, do reach out - I'm happy to help. #hubspot #saleforce #integration #crm #revops

Discover the power of integration: HubSpot  and Salesforce . 🚀 Do you want to take your sales and marketing efforts to the next level? The integration between HubSpot and Salesforce is the key! 🤝 1. Perfect Data Synchronization When a lead becomes a potential customer in HubSpot, it is automatically reflected in Salesforce. Goodbye to manual data duplication! 📊 2. Intelligent Automation Imagine this: A lead visits your website, fills out a form in HubSpot, and boom! An opportunity is created in Salesforce. Automation makes everything flow effortlessly. ⚙️ 3. Optimized Workflows Do you need to nurture leads? Send personalized emails? HubSpot and Salesforce work together to design efficient workflows. 🔄 4. Frictionless Collaboration The sales team sees marketing interactions in Salesforce, while the marketing team accesses sales data in HubSpot. Everyone wins! 🙌 5. Impressive Results The integration not only saves time, but also drives lead conversion and increases revenue. 💰 But how to measure the impact of the integration between HubSpot and Salesforce? We invite you to discover it in the carousel 😉 So, are you ready to unlock the power of this alliance? Integrate HubSpot and Salesforce today! 🔗👉 https://lnkd.in/dzZ_zAcw  #HubSpot #Salesforce #automation #crm #CasandraSoft

Why it’s not your CRM that has failed…😬 It’s your adoption strategy. If I had £1 for every time I heard; 🤷🏻♂️”We've tried Salesforce,” 🤷🏻♂️”We've tried HubSpot,” 🤷🏻♂️”We've tried Pipedrive,” They just haven’t worked for us. I’d be loaded 💰 The uncomfortable truth is it's not CRM, it’s the way you've implemented it into the business. Chances are you’ve given your teams some pretty uninspiring technical training and left them to their own devices. And that’s pretty uninspiring sh*t 🫣 Instead, you need to involve the team and explain; Why you are bringing in the CRM in the first place. The value the CRM is going to add. How it will make their life easier. The value will come out the back side of When the team are bought into the why behind the system, they are invested in its success. If you need help with your CRM adoption strategy, drop me a message today. #sales #crm #data

The HubSpot <> Salesforce integration has evolve in the last few months. We can see now both great products that can work great together instead of being just competitors. Even when I really love using HubSpot also for CRM I know that for some businesses looking for more customization Salesforce will be the perfect fit. However I do think that those businesses should also use HubSpot for marketing and for SDR/BDR work. Specially if you have configured an amazing Apollo or Clearbit or Zoominfo integration where you can prospect like a pro and still have all this activity reflected in your Salesforce. What else do you like about HubSpot <> Salesforce integration?

One of my HubSpot automation worklfows just failed. That is why I got this email. In any of my workflows where there is an if/then statement I build out a notification step in the event that something does not get classified. In this example, we added a new product line item and a value had not been updated in the CRM to account for it. If I hadn't added the notification step to handle unclassified line items, I would never have known there was an issue. Be sure to account for exceptions when you are building out your workflows. You want to know, as soon as possible, that something is not being handled the way you intended. #hubspot #crm #data

Creating Salesforce campaign members from HubSpot? Using the #HubSpot Workflows tool to create/update #Salesforce campaign members is a major integration win. BUT if the HubSpot Contact you're adding to a Salesforce campaign is not yet a Lead or Contact in Salesforce, this Workflow action is skipped and the campaign member isn't created. How to fix this: 1. Require a Salesforce Contact OR Lead ID as part of your enrollment criteria for the Workflow OR 2. Check for a Salesforce Contact or Lead ID using a Workflow Branch before the Campaign member action - if there isn't one, add a 15 minute delay and check again. Follow me for more #HubSpotSalesforceIntegration tips. 🎉

Considering a switch from Salesforce to HubSpot? Here’s why you should! On our blog, we dive into a real-world case study where we helped a client seamlessly migrate from Salesforce to HubSpot. Here’s what the transition unlocked for them: 🔸 Unified Data & Systems: No more juggling multiple tools—HubSpot consolidated their sales, marketing, and operations into a single platform. 🔸 Improved Lead Attribution: With all data in one place, they could easily track which marketing efforts were driving conversions, giving them a clearer picture of success. 🔸 Streamlined Workflows: Simplified processes led to better collaboration and faster decision-making, boosting both productivity and revenue. Ready to streamline your operations and boost efficiency? 👉 Read the full case study here: https://lnkd.in/gZNu4MKc #HubSpotMigration #SalesforceToHubSpot #RevOps #CRM #BusinessGrowth #HubSpotPartner

NEW: HubSpot & Salesforce Writeback ✍️ You can now update HubSpot properties and Salesforce fields — stages, deal sizes, and close dates — right from Superhuman. You can even update custom properties and fields! To get started, head to desktop settings and make sure that Superhuman for Sales is enabled. Then, head to Salesforce or HubSpot settings to sign in with your CRM. Reduce context switching, save time, and drive more revenue! 📈

What I'm Working On Two of the biggest criticisms of HubSpot's CRM are the lack of customization of record pages and the inability to require fields based on other record values. However, there is a solution! By customizing the screen layouts, including creating custom sections, association cards, and middle column cards, you can create a personalized experience for your team. In addition, you can require certain deal properties at different deal stages by configuring the pipeline settings. While HubSpot still has some catching up to do compared to Salesforce, the sophistication of a CRM is ultimately dictated by end users' needs and the data needed for internal and external stakeholders. #CRMcustomization #HubSpot #Salesforce