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ClickRuntime

Connect HubSpot to Salesforce

Plenty of companies run marketing in HubSpot and sales in Salesforce, and the hand-off between them is where leads and data go missing. Connecting the two sends qualified HubSpot contacts to Salesforce as leads and keeps company details filled in on both sides, without a manual export each week.
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Ideas

What you can do with HubSpot and Salesforce

Lead hand-off and company data kept consistent between HubSpot and Salesforce. These are ready-made starting points. Anything else you can describe works too.
Every 30 minutes

Send marketing-qualified HubSpot contacts to Salesforce

Contacts that reach MQL in HubSpot are created as Salesforce leads within 30 minutes, without duplicates, and sales hears about them in Slack.

See how it works
On a schedule

Fill in missing company details across HubSpot and Salesforce

Every night, companies are matched by website, blank industry, size and phone fields are filled from the other CRM, and you get an email of the changes.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with HubSpot and Salesforce, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any HubSpot and Salesforce automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between HubSpot and Salesforce in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Only send HubSpot contacts to Salesforce when lead score is over 60 and the company has more than 50 employees, and skip anyone already a Salesforce contact.

Every night, find contacts whose email exists in both CRMs with different owners and add the list to a HubSpot note for me.

Use cases

Why people connect HubSpot and Salesforce

How the two apps work together

  • ClickRuntime checks HubSpot every few minutes for contacts that meet your rule and creates or updates Salesforce leads or contacts.
  • Salesforce is queried on a schedule for changed opportunities, and the results update HubSpot properties.
  • Each record stores the other CRM's ID, and matching falls back to email or domain.

  • Marketing in HubSpot, sales in Salesforce

    Many teams run marketing in HubSpot and sales in Salesforce. Qualified HubSpot contacts are created as Salesforce leads with source and score.

  • Closed deal data back to marketing

    Marketing needs revenue data for attribution. Closed opportunities update HubSpot contact properties.

  • After an acquisition or merger

    Companies with one team on each CRM need shared records. Selected objects are kept matched until they consolidate.

  • Moving between CRMs

    Teams switching CRMs copy accounts, contacts and deals in batches. New changes keep flowing during the move.

More apps

HubSpot, Salesforce and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

MQL handoff with Slack alert

When a HubSpot contact becomes an MQL, create the Salesforce lead and DM the assigned rep on Slack.

Sync error log

Log every record that fails to sync between HubSpot and Salesforce to a Google Sheet with the error message.

Weekly attribution email

Every Monday, email me through Gmail the Salesforce opportunities closed last week with their original HubSpot source.

Setup

Connect HubSpot and Salesforce once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

HubSpot

CRM / Marketing

  1. In HubSpot, go to Development, then Keys, then Service keys, and create a service key. Or go to Development, then Legacy apps, and create a private legacy app.
  2. Add the scopes your automations need, such as crm.objects.contacts.read, crm.objects.contacts.write and crm.objects.deals.read.
  3. Copy the key, or for a private app open the Auth tab, choose Show token and copy it.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for HubSpot. It is sent as a Bearer token.

Salesforce

CRM

  1. In Salesforce, go to Setup, then External Client App Manager (or App Manager), and create a new External Client App.
  2. Enable OAuth, set the callback URL to https://clickruntime.com/oauth/callback, and add the scopes api and refresh_token offline_access.
  3. Under OAuth policies, set the refresh token policy to valid until revoked and choose who may use the app. Make sure the user has the API Enabled permission.
  4. In the ClickRuntime dashboard, open Connections, choose Salesforce and enter your app's Consumer Key and Consumer Secret.

FAQ

Questions about connecting HubSpot and Salesforce

Do I need the HubSpot Salesforce integration as well?
No. These automations use your own HubSpot and Salesforce connections directly. If you already run another sync, check that both aren't writing the same fields.
How are records matched between the two?
Contacts and leads are matched by email address; companies and accounts by website domain, ignoring www and the protocol.
Will it overwrite data in either CRM?
No. The company sync only fills fields that are empty on one side. Existing values are never replaced.
Which Salesforce plan do I need?
One with API access: Enterprise, Unlimited, Developer, or Professional with the API add-on. Any HubSpot plan works, including the free one.
Which side wins if data conflicts?
You set the rule per field, for example Salesforce for owner and HubSpot for lifecycle stage.
Does it copy history?
It copies current field values. Older activity history can be copied once if you ask, within each API's limits.
Can it filter which records sync?
Yes. You can limit it by lifecycle stage, lead score, owner, record type or any field you name.

Related pages

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