Every hour
New HubSpot form leads in Salesforce
Every hour the agent checks new HubSpot form fills against Salesforce, creates a lead for new people and a follow-up task for known ones.
HubSpot + Salesforce integration
Combine HubSpot + Salesforce and move CRM data between them. Just ask Letaido's AI agent and watch it do the work.
Best HubSpot and Salesforce integration jobs to start with
Use this HubSpot Salesforce integration for lead handoffs, deal updates and revenue reports.
Every morning at 6am
Salesforce deal stage on HubSpot contacts
Every morning the agent copies the stage of yesterday's changed Salesforce deals onto the HubSpot contacts tied to them, so marketing can segment.
Every Monday at 8am
Closed lost deals into a HubSpot list
Every Monday the agent finds Salesforce deals lost about 90 days ago and adds their contacts to your HubSpot re-engagement list.
When you ask
Won revenue by HubSpot original source
Ask for a quarter and the agent adds up Salesforce won revenue by each deal's HubSpot original source, right in the chat.
HubSpot Salesforce integration options, compared
HubSpot's own connector keeps fields in sync. Jobs that need judgement sit on top.
| Option | HubSpot to Salesforce | Salesforce to HubSpot | Runs on its own | Reasons over the data | Live field sync |
|---|---|---|---|---|---|
 Letaido AI agent | Yes | Yes | Yes | Yes | No |
| HubSpot's Salesforce integration | Yes | Yes | Yes | No | Yes |
| Zapier, Make and similar | Yes | Yes | Yes | Partly | Partly |
| Custom code on both APIs | Yes | Yes | Partly | Partly | Partly |
Read the full comparison
| Option | Direction | What starts it | Best for | Watch out for |
|---|---|---|---|---|
| Letaido AI agent | Either way, one job at a time | A schedule, or when you ask | Jobs that need judgement: handing form leads to sales, deal status for segments, re-engagement lists, revenue by source | Not a live field sync: jobs run on a schedule or when you ask, not on each record change. Salesforce needs an edition with API access |
| HubSpot's Salesforce integration | Both ways, field by field | Record changes, plus a check about every 15 minutes | Keeping contacts, companies, deals and activities matched in both CRMs | Needs a HubSpot Professional or Enterprise plan and a Salesforce admin to install. Each sync uses Salesforce API calls, and one Salesforce org per HubSpot account |
| Zapier, Make and similar | Either way | A HubSpot or Salesforce event | Recipes such as each new HubSpot form submission becoming a Salesforce lead | Timing depends on the app and trigger. Salesforce is a Premium app on Zapier, and usage is counted in tasks |
| Custom code on both APIs | Whatever you build | Whatever you build | Rules no tool covers, if you have a developer | Someone has to write it, host it and fix it when either API changes |
HubSpot and Salesforce: the old way vs. Letaido
- 1Check new form fills
- 2Search each in Salesforce
- 3Create the new leads
- 4Find the owner of the rest
- 5Add a task each
Every hour, find HubSpot contacts who filled in a form in the past hour. Check each email in Salesforce. If there is no lead or contact yet, create a Salesforce lead with lead source HubSpot and the form name in the description. If they are already a lead or contact, create a follow-up task for its owner, unless they already got one today.
Salesforce, tab Created this run
Lead, Maya Ortiz, Northwind Labs
Lead, Sam Patel, Juniper & Co
How HubSpot and Salesforce jobs start
On a schedule
Every morning, every Monday, or month end for HubSpot and Salesforce.
When you ask
One message, 135 HubSpot and Salesforce actions to draw on.
How to set up the HubSpot Salesforce integration
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1Link HubSpot
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2Hook up Salesforce
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3Approve the first HubSpot and Salesforce run
Allow all read operations once per app; approve each kind of write once.
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4Check the first Salesforce result in chat
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5Choose when it runs
Every HubSpot and Salesforce action the agent can take
HubSpot
13 groups: 27 reads, 41 writes
- Manage lists and workflows
- Log engagements and manage files
- Admin and advanced
- 10 more
Remove associations · Find custom object · Delete ticket · List products
Salesforce
12 groups: 42 reads, 25 writes
- Explore org schema and metadata
- Read org and user info
- Admin and advanced
- 9 more
List approval processes · Get records · Upload file · List report instances
Frequently asked
Does HubSpot integrate with Salesforce? +
Yes. HubSpot's own Salesforce integration keeps contacts, companies, deals and activities matched in both CRMs. Letaido's AI agent, Leta, adds jobs on top that need judgement, and the jobs on this page have been checked step by step.
How do I connect HubSpot and Salesforce to Letaido? +
Connect each app once in Letaido. Salesforce needs an edition with API access. Then describe the job in chat, or paste a prompt from a job on this page.
Does it replace HubSpot's Salesforce sync? +
No. It is not a live field sync: jobs run on a schedule or when you ask, not on each record change. Keep HubSpot's connector for matching fields, and use Leta for jobs like handing form leads to sales or building a re-engagement list.
How often can a HubSpot and Salesforce job run? +
On the schedule you set, such as every hour for new form leads, every morning for deal stages or every Monday for closed lost contacts. Or ask for it any time, for example last quarter's won revenue by HubSpot original source.
Can Salesforce deal data go back into HubSpot? +
Yes. Leta can copy the stage of yesterday's changed opportunities onto the HubSpot contacts tied to them, or add contacts from lost deals to a static HubSpot list. Create the 'Salesforce deal stage' and 'Salesforce deal status' contact properties in HubSpot once, and give the static list's ID.
How is Letaido different from Zapier for HubSpot and Salesforce? +
On Zapier, Salesforce is a Premium app, and usage is counted in tasks. Leta runs a job you describe, on a schedule or when you ask, and can check, match and add up the data along the way.
Will it ask before it changes HubSpot or Salesforce? +
Allow all read operations once per app; approve each kind of write once.
Put HubSpot and Salesforce to work today
Connect HubSpot and Salesforce, then ask for a job like "Turn new HubSpot form fills into Salesforce leads every hour". Leta gets it done on your schedule, or the moment you ask.
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