Connect HubSpot to Salesforce

Last updated Tue Sep 27 2022

Begin your journey with this solution, which include:

  • Quick steps for configuring the HTTP Client Connector to connect to HubSpot
  • Quick steps to configure the Salesforce Connector
  • Methods for fetching records from HubSpot to upsert in Salesforce

Overview

Salesforce is a cloud-based software company that provides Customer Relationship Management (CRM) services to allow businesses to efficiently connect with partners. HubSpot is also a cloud-powered developer and marketer of software products with an all-in-one CRM platform that aligns teams with insights, reports, and growth. Together, both applications can be great assets by scaling companies to deliver greater customer experience.

Improve processing and performance with the help of this solution by utilizing Boomi to provide value to users. A significant amount of time, effort, and costs are reduced when transferring records between applications. This allows for the deliverance of scalable results by augmenting processes using automation.

This solution is designed to obtain records from HubSpot to send to Salesforce using the Upsert operation. Two branches are used to route paths for fetching records from HubSpot and upserting in Salesforce. A connection to the HubSpot HTTP Client Connector and Salesforce Connector is established by configuring with the appropriate credentials. Decision shapes are also used to check if 1) all documents retrieved from HubSpot are present and 2) records upserted to Salesforce are successful. As a result, the expected output is displayed.

The recipe qualifies for Boomi’s Recipe Program.

Qualifying customers get access to Boomi’s Recipe Program* with the purchase of a Boomi subscription. As part of the Recipe Program you have direct access to a Boomi specialist to get you up and running with Boomi at no additional cost. Learn more

*Offer applies only to new customers and requires purchase of a qualifying Boomi subscription.

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