Pushbuild

HubSpot Salesforce integration that keeps marketing and sales on the same record.

Marketing runs campaigns and forms in HubSpot while sales works opportunities in Salesforce. A sync sends qualified leads across with their source and activity, brings deal stages back, and follows rules for which system owns each field. Every run is logged, and a record that cannot sync is sent to you with the reason. We write down the scope and agree it with you before we start.

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Sound familiar?

What Teams with marketing in HubSpot and sales in Salesforce tell us before a project starts.

  • Sales says marketing leads never show up in Salesforce.
  • Lifecycle stages in HubSpot don't match opportunity stages.
  • The same person exists twice, once as a lead and once as a contact.
  • Owners change in Salesforce and HubSpot keeps emailing on the old owner's behalf.
  • The connector syncs everything, including fields nobody asked for.

What we build

Each one is a working piece you can open and check when it's done.

Lead handoff with source

Leads that meet your rule move to Salesforce with campaign, form and first-touch source, assigned by the territory or round-robin rule you use.

QuickBooks, Xero and HubSpot integrations API integrations and data sync

Deal stages back to HubSpot

Opportunity stage, amount and close date come back so marketing reports show revenue by campaign.

QuickBooks, Xero and HubSpot integrations Dashboards and reporting

Field ownership rules

Each field is owned by one system or synced both ways by a written rule, so edits do not bounce back and forth.

QuickBooks, Xero and HubSpot integrations

Duplicate handling

Leads and contacts are matched by email and company domain before anything is created.

API integrations and data sync Python scripts and utilities

Mismatch report and alerts

A weekly list shows records out of step, and a failed sync posts the record and cause to Slack or email.

n8n, Make and Zapier automation Dashboards and reporting

The two tools: HubSpot, Salesforce.

Also connected on request: HubSpot, Salesforce, Slack, Google Sheets.

Example projects

Illustrations of the shape of the work, not past clients. Yours gets its own written scope.

Example project

Leads that sales can see

Example: a software reseller wants form leads scored in HubSpot to reach Salesforce with their source in minutes, assigned by region.

HubSpot workflows, Salesforce API, Slack

Example project

Revenue by campaign

Example: a training company wants closed-won amounts from Salesforce on HubSpot contacts, so campaign reports show revenue.

Salesforce API, HubSpot CRM API

Questions people ask first

Isn't there already a connector for this?

HubSpot and Salesforce have marketplace apps and connectors, and many teams run well on one. We look at yours first. If it fits, we set it up properly. If how it handles field conflicts, lead conversion or custom objects is the problem, we build around those limits.

Will it change our existing data?

Only in the ways agreed. Everything is tested on a copy or a sandbox first, and we keep a log of every change.

Do we need both systems?

Not always. If one CRM would do, we say so and can help you move.

Want this as a ready-made pack?

We are turning the most requested integrations into ready-made n8n workflows you import and run in your own accounts. Tell us you want this one and we will email you when it is ready.

Get notified

Tell us what you need built.

Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.

hello@pushbuild.com

(617) 299-8887