Customer Retention: HubSpot + Salesforce
Which customers are about to stop coming back? askotter reads HubSpot and Salesforce together and answers it for your business, by text.
How does customer retention with HubSpot and Salesforce work for a small business?
askotter reads HubSpot and Salesforce side by side so it can spot the signs that a customer is drifting away. Customers at risk flagged early, with the best way to win each one back listed first.
Read the full answerShow less
The owner asks follow-up 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.
Which customers are about to stop coming back?
By the time you notice a regular has gone quiet, they have booked somewhere else. The warning signs were spread across your accounts: a complaint, a missed visit, a failed card payment. No single tool saw all of it.
How askotter handles it
askotter reads HubSpot and Salesforce side by side, so it can spot the signs that a customer is drifting away.
A person checks the result before it reaches you. This is part of our digital marketing services work.
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.
What customer retention uses from each
Customer retention needs repeat behaviour from the same customer over time.
From HubSpot that means email engagement and last activity date per contact. From Salesforce it means renewal dates and open cases per account.
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.
Services that use these connections
Other analyses: HubSpot + Salesforce
Questions about HubSpot + Salesforce
Do I need a developer to connect HubSpot and Salesforce?
How is askotter's Customer Retention different from what HubSpot shows on its own?
HubSpot + Salesforce is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
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