HubSpot + Salesforce In Full Alignment

Break down the silos between Marketing and Sales. We make HubSpot and Salesforce work together as a power duo. Merging the best of both into one connected revenue engine that gives you clean data, and seamless handoffs.

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The three most common HubSpot + Salesforce challenges in SaaS

Attribution Doesn't Add Up

Without the right setup, attribution falls apart: HubSpot shows one story, Salesforce another. Misaligned systems make it impossible to track how campaigns influence pipeline. We design a unified attribution framework so every touchpoint flows cleanly into Salesforce, giving you the full story of what's driving revenue.

Lifecycle Stages That Don’t Translate

HubSpot's lifecycle stages work one way. Salesforce works another. This makes your funnel stages inconsistent, your handoffs break, and reporting becomes impossible. We rearchitect your setup so lifecycle stages make sense across both systems.

Disconnected Systems, Untrusted Data

When Marketing lives in HubSpot and Sales in Salesforce, data silos appear fast. Add a misconfigured integration, and you get lost leads, stale records, and reports nobody trusts. We clean up the integration, align lifecycle stages, and make both systems work as one.

What HubSpot + Salesforce Alignment Feels Like

When HubSpot and Salesforce are fully aligned, every contact's journey - from first touch to closed-won or even churn - lives in one Salesforce record. No more piecing together touchpoints across tools.

MQLs sync to Salesforce with full context

Sales trusts clean, complete data

Every touchpoint lives on one record

Marketing sees post-handoff outcomes

Attribution and funnel reporting just work

Audit my HubSpot + Salesforce Setup

Whatever Tools You Use, We’ve Got You Covered

We’ve seen every tool combo under the sun. And we know how to make them click for your SaaS.

CPQ Lite

Skip the complexity of full CPQ. We build a lightweight quoting framework in Salesforce that handles SaaS pricing, co-terminous expansions, and clean ARR/TCV reporting. It's everything you need, nothing you don’t.

Attribution

Get full-funnel visibility across Salesforce, HubSpot, and other platforms. We help teams fix tracking issues, align attribution models with real buying behavior, and build reporting leaders can trust.

Usage-Based Billing

Supporting usage-based pricing in Salesforce isn’t easy. We help you design scalable quoting, provisioning, and billing workflows that connect GTM, Finance, and Product without constant duct tape.

Other Use Cases That Move the Needle

Aligning HubSpot and Salesforce is just one piece of the RevOps puzzle. The real advantage comes when every system in your go-to-market stack is connected, clean, and built to scale. At Candybox, we help fast-growing SaaS teams untangle siloed tools, fix broken processes, and turn disjointed data into a competitive edge.

FAQs

Why don’t my HubSpot and Salesforce reports ever match?

Because the two systems speak different languages. HubSpot’s lifecycle stages and fields don’t map cleanly to Salesforce by default. Without a proper integration plan, you end up with duplicated, overwritten, or incomplete data. At Candybox, we align field mapping, lifecycle stages, and sync rules so both systems stay in sync and reporting matches reality.

Should I use HubSpot lifecycle stages if Salesforce is my source of truth?

Not as-is. HubSpot’s default lifecycle stages work fine for marketing-only funnels, but they break when connected to Salesforce. We redesign your lifecycle stages so they make sense across both systems, ensuring clean handoffs and accurate conversion tracking from MQL to SQL to Opp.

How do I stop HubSpot from overwriting Salesforce data?

The HubSpot–Salesforce integration is powerful, but a single wrong setting can overwrite key fields or trigger endless sync loops. We audit your integration settings, lock down critical fields, and set clear sync rules so HubSpot enriches Salesforce without causing conflicts.

Why do leads keep disappearing or duplicating when syncing?

It usually comes down to bad field mapping or incorrect sync behavior for Contacts vs Leads vs Accounts. We fix duplicate prevention rules, standardize how records are created, and ensure every HubSpot contact is properly linked to the right Salesforce record.

How does better HubSpot and Salesforce alignment improve attribution?

Most attribution issues start with misaligned systems. HubSpot may track the first touch, Salesforce may track the opportunity, but nothing connects the dots. We create a unified framework so every campaign, channel, and touchpoint flows into Salesforce properly, giving you full-funnel attribution you can trust.

How can I see the full customer journey in Salesforce?

Out of the box, you can’t. HubSpot only shows marketing engagement, Salesforce only shows pipeline. We build a custom journey object in Salesforce that brings all touchpoints (from first click to closed-won, and even churn) into one record so you have the full picture.

Why is my MQL → SQL → Opp conversion tracking unreliable?

Because lifecycle stages often don’t sync properly between HubSpot and Salesforce. We rearchitect your funnel stages so Marketing can see exactly what happens after handoff, Sales has clear ownership, and reporting on conversions becomes effortless.

What’s the best way to integrate HubSpot and Salesforce without breaking existing workflows?

The key is knowing how HubSpot’s native integration really works. It can trigger actions in Salesforce and vice versa, but one wrong configuration can disrupt routing, overwrite important fields, or create loops. We configure the integration step by step, making sure it enhances your workflows instead of breaking them.

Should HubSpot or Salesforce be the source of truth for my data?

For B2B SaaS, Salesforce should be the source of truth for pipeline and revenue data. HubSpot is ideal for tracking marketing engagement. We align both so HubSpot enriches Salesforce rather than competing with it, giving you one reliable view of the funnel.

Can I use HubSpot workflows to update Salesforce fields?

Yes, but it’s risky without the right structure. HubSpot can directly write into Salesforce fields, which can be useful for routing or enrichment but it can also create sync loops if done wrong. We set up controlled workflows so HubSpot updates Salesforce safely and intentionally.

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Look at what our clients are saying on G2

"Our trusted partner for Salesforce development. Super responsive, great value, thorough testing and documentation, passion for UX."

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VP Product, Thnks

"Fast, efficient, great communication, can give you insight into standard object intended uses and suggest best practices so if you need to make changes you understand any potential pros and cons."