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Integration Methods
| Apps Used | Starter | Essentials | Plus* |
|
HubSpot Plan Requirement |
Any Plan | Ops Hub Pro | Ops Hub Pro |
| ✅ | ✅ | ✅ | |
| Tray.io custom created integration | ⛔ | ⛔ | ✅ |
*Plus plan uses a combination of both integration tools.
Use Cases
Sync Leads and Contacts
| Functionality | Starter | Essentials | Plus |
| HubSpot Triggered | |||
| Create leads/contacts in Salesforce from HubSpot contacts | ? | ? | ✅ |
| Update leads/contacts in Salesforce from HubSpot contacts | ? | ? | ✅ |
| Merge leads/contacts in Salesforce from HubSpot contacts | ? | ? | ✅ |
| Delete leads/contacts in Salesforce from HubSpot contacts | ? | ? | ✅ |
| GDPR Delete leads/contacts in Salesforce from HubSpot contacts | ? | ? | ✅ |
| Salesforce Triggered | |||
| Create contacts in HubSpot from Salesforce leads/contacts |
? |
? |
✅ |
| Update contacts in HubSpot from Salesforce leads/contacts |
? |
? |
✅ |
| Merge contacts in HubSpot from Salesforce leads/contacts |
? |
? |
✅ |
| Delete contacts in HubSpot from Salesforce leads/contacts |
? |
? |
✅ |
| GDPR Delete contacts in HubSpot from Salesforce leads/contacts |
? |
? |
✅ |
|
Field Types |
|||
| Sync standard fields | ✅ | ✅ | ✅ |
| Sync custom fields | ? | ? | ✅ |
Sync Accounts and Companies
| Functionality | Starter | Essentials | Plus |
| HubSpot Triggered | |||
| Create accounts in Salesforce from HubSpot companies | ? | ? | ✅ |
| Update accounts in Salesforce from HubSpot companies | ? | ? | ✅ |
| Merge accounts in Salesforce from HubSpot companies | ? | ? | ✅ |
| Delete accounts in Salesforce from HubSpot companies | ? | ? | ✅ |
| GDPR Delete accounts in Salesforce from HubSpot companies | ? | ? | ✅ |
| Salesforce Triggered | |||
| Create companies in HubSpot from Salesforce accounts |
? |
? |
✅ |
| Update companies in HubSpot from Salesforce accounts |
? |
? |
✅ |
| Merge companies in HubSpot from Salesforce accounts |
? |
? |
✅ |
| Delete companies in HubSpot from Salesforce accounts |
? |
? |
✅ |
| GDPR Delete companies in HubSpot from Salesforce accounts |
? |
? |
✅ |
|
Field Types |
|||
| Sync standard fields | ✅ | ✅ | ✅ |
| Sync custom fields | ? | ? | ✅ |
Sync Opportunities and Deals
| Functionality | Starter | Essentials | Plus |
| HubSpot Triggered | |||
| Create opportunities in Salesforce from HubSpot deals | ? | ? | ✅ |
| Update opportunities in Salesforce from HubSpot deals | ? | ? | ✅ |
| Merge opportunities in Salesforce from HubSpot deals | ? | ? | ✅ |
| Delete opportunities in Salesforce from HubSpot deals | ? | ? | ✅ |
| Salesforce Triggered | |||
| Create deals in HubSpot from Salesforce opportunities |
? |
? |
✅ |
| Update deals in HubSpot from Salesforce opportunities |
? |
? |
✅ |
| Merge deals in HubSpot from Salesforce opportunities |
? |
? |
✅ |
| Delete deals in HubSpot from Salesforce opportunities |
? |
? |
✅ |
|
Field Types |
|||
| Sync standard fields | ✅ | ✅ | ✅ |
| Sync custom fields | ? | ? | ✅ |
Sync Tasks
| Functionality | Starter | Essentials | Plus |
| HubSpot Triggered | |||
| Create tasks in Salesforce from HubSpot tasks | ? | ? | ✅ |
| Update tasks in Salesforce from HubSpot tasks | ? | ? | ✅ |
| Delete tasks in Salesforce from HubSpot tasks | ? | ? | ✅ |
| Salesforce Triggered | |||
| Create tasks in HubSpot from Salesforce tasks |
? |
? |
✅ |
| Update tasks in HubSpot from Salesforce tasks |
? |
? |
✅ |
| Delete tasks in HubSpot from Salesforce tasks |
? |
? |
✅ |
|
Field Types |
|||
| Sync standard fields | ✅ | ✅ | ✅ |
| Sync custom fields | ? | ? | ✅ |
Sales - Marketing Use Cases
Lead Routing Use Cases
| Functionality | Starter | Essentials | Plus |
| Trigger lead routing in Salesforce based on a score or event in HubSpot | ? | ? | ? |
|
See the Salesforce assigned sales rep in HubSpot |
? | ? | ? |
Lead Scoring Use Cases
| Functionality | Starter | Essentials | Plus |
| Sync HubSpot lead score to Salesforce | ⛔ | ⛔ | ✅ |
| Track lead cooling in HubSpot based on activity in Salesforce |
Other Advanced Processes
| Functionality | Starter | Essentials | Plus |
| Sync NetSuite Vendors To Hubspot | ⛔ | ⛔ | ✅ |