Automate your Salesforce & HubSpot workflows

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Connect Salesforce to HubSpot

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Connect HubSpot to Salesforce

Create your playbook

Integrating Salesforce and HubSpot

Relay's integration between HubSpot and Salesforce allows you to seamlessly connect and automate your marketing and sales workflows. By integrating these two powerful SaaS apps, you can streamline lead management, nurture campaigns, and customer relationship management processes like never before.

Improved Lead Management

With Relay, you can automatically sync contacts, leads, and opportunities between HubSpot and Salesforce. Capture leads from HubSpot and ensure they are seamlessly added to your Salesforce CRM for sales follow-up. Bidirectional sync between the two apps ensures that any updates made in either system are reflected in both, reducing manual data entry and keeping your data up to date.

Nurture Campaign Automation

Boost your marketing efforts by leveraging the power of both HubSpot and Salesforce. Set up automated workflows that trigger based on lead behaviors or CRM data. For example, you can automatically enroll leads into specific HubSpot workflows based on criteria in Salesforce, ensuring personalized and timely follow-up.

Integrated Customer Relationship Management

Create a holistic view of your customers by connecting HubSpot's marketing data with Salesforce's comprehensive CRM features. Utilize data from both apps to gain deeper insights into your customers' behavior, preferences, and history. This integration allows your sales team to access all relevant information from both apps during sales conversations to provide a personalized experience.

With Relay's HubSpot and Salesforce integration, the possibilities are endless. And the best part? You can also leverage Relay's AI capabilities, such as Double Check Automations and AI Autofill, to further enhance your workflows. Connect Relay with other SaaS apps in your tech stack, and unlock even more powerful automation possibilities.

Take the next step towards transforming your marketing and sales processes - try Relay for free today!

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