askotter / Integrations / HubSpot + Salesforce

integration pair

Connect HubSpot and Salesforce for your business

HubSpot and Salesforce each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.

● HubSpot · LIVE + ● Salesforce · COMING SOON

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the short answer

What do you get by connecting HubSpot and Salesforce?

askotter reads HubSpot and Salesforce side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.

From HubSpot: Contacts and companies, Deal pipeline and stages, Email campaign performance.
From Salesforce: Leads and opportunities, Account and contact data, Pipeline stages and velocity.
Status: Salesforce is on the integration roadmap, so the matching described here starts when that connector ships.
Not for: Replacing HubSpot or Salesforce. Both keep working exactly as they do now.

why connect them

Why connect HubSpot and Salesforce

HubSpot contacts sit beside GA4 visits, ad clicks and payments. Each customer has a source. It fits into our digital marketing services work.

matching the records

How HubSpot and Salesforce records line up

HubSpot and Salesforce both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.

Shared between the two: the customer email address, the phone number, the company or account and the UTM campaign tags.

Salesforce is on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

HubSpot on its own

HubSpot sees the contact and the deal. It cannot see money collected outside it, or ad spend on platforms it is not connected to.

Timing. HubSpot updates contact and deal properties as they change, and keeps the original source and first page seen on each contact.

Access. A HubSpot private app or OAuth connection with read-only CRM scopes.

Salesforce on its own

Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.

Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.

Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.

Related guides

LinkedIn Ads and HubSpot Attribution: Why the Numbers Disagree. HubSpot and LinkedIn are both reporting honestly. They just count different events over different windows.
LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.

questions

Questions about HubSpot + Salesforce

What can I learn by connecting HubSpot and Salesforce?

askotter puts HubSpot and Salesforce numbers in one report, so you can see where customers came from and why a number moved.

How does askotter connect HubSpot and Salesforce?

Live connections use a standard sign-in, and other tools use a file export. No developer is needed.

Is my data secure when connecting HubSpot and Salesforce?

askotter uses encrypted connections and role-based access, and you control who on your staff sees what.

HubSpot + Salesforce is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.