HubSpot + Salesforce + Outreach Automation and Integration

What is HubSpot? 

HubSpot is a sales and marketing platform that offers a range of products, including a CRM, Marketing Hub and Sales Hub. 

It builds software to advance inbound marketing, promote sales, and foster customer service and loyalty. 

What is Salesforce? 

Salesforce is a cloud-based software company that focuses on customer relationship management (CRM) and applications related to customer service, marketing automation, sales, analytics, and app development. 

Its platform allows you to present organized data tables that are easy for your go-to-market teams to digest and reference when making business decisions. 

What is Outreach?

Outreach is a sales engagement platform designed to track sales activities while automating key parts of sales outreach. It helps sales teams nurture their leads into loyal customers through email and phone sequences. 

In addition to streamlining sales outreach activities, Outreach provides insights into pipeline progress that help sales leaders boost outcomes. 

Why integrate HubSpot with Salesforce and Outreach?

If HubSpot is your marketing automation tool, Salesforce is your CRM, and Outreach is your sales engagement tool, you’ll need to make sure the data matches across all three platforms.

Namely, accounts and contacts should sync up from HubSpot to Salesforce, and from Salesforce to Outreach. But beyond that, activity from the sales team in Outreach should be visible to marketing teams via Salesforce and HubSpot. Sales teams should also be able to see marketing activity against their leads, contacts and accounts in Salesforce.

However, this requires intelligent integrations and sync across all three tools. 

Common problems with HubSpot, Salesforce and Outreach integrations

Some common problems associated with the HubSpot, Salesforce and Outreach integrations:

  • Imports begin in one tool, usually Salesforce, and don’t populate HubSpot if there are field-level blockers.
  • HubSpot’s native sync often runs into issues pushing data to Salesforce, such as pick list errors. These are difficult to catch and often mean paid leads, which fail to route to sales reps for follow-up.
  • Activity tracking is only available in bits and pieces, due to the lack of unified records across all three systems. 

Account and contact deduplication is also difficult across these platforms. Most tools and teams try to dedupe in a single tool, but that fails to account for newly imported/collected leads in HubSpot or Outreach.

Sales teams frequently leverage Outreach’s Chrome extension, which doesn’t necessarily bring data back, match against HubSpot and Salesforce, or provide insight into whether this lead is owned by another rep. 

Intro to Syncari for HubSpot, Salesforce and Outreach sync

Syncari is a RevOps automation platform that unifies data across all of your sales and marketing systems. 

With Syncari, you’ll gain a level of control over your data you never thought possible. 

  • Determine which fields map from Salesforce to HubSpot to Outreach and back.
  • Determine cross-system deduplication logic by prioritizing which fields determine the duplicate winner and what happens to duplicate records.
  • Create cross-system workflows to route leads, retain account assignment, match leads to accounts, and more.

Your data might pertain to CRM, customer success tools, marketing automation and sales engagement, finance, or ERP, which makes Syncari the ideal platform for facilitating stateful synchronization of these areas.

And since managing data isn’t easy if you work with several platforms, Syncari’s Sync Studio allows you to seamlessly move data across all platforms on a routine basis no matter the source.  

How to sync Salesforce with HubSpot and Outreach using Syncari

Objects from HubSpot, Salesforce, and Outreach can route to entities within Syncari’s platform using our Sync Studio. In near real time, periodic updates will dedupe, enrich, and clean data before it’s stored in Syncari. 

You can deploy and authenticate all three connectors in Syncari, then create desired workflows for Accounts and Contacts to keep them in sync.

The HubSpot Synapse synchronizes these objects:

  • Company
  • Contact
  • Owner
  • Product
  • Ticket

The Salesforce Synapse synchronizes these objects:

  • Account
  • Campaign
  • Contact
  • Lead
  • Opportunity
  • User

The Outreach Synapse synchronizes these objects:

  • Account
  • Opportunity
  • Prospect
  • Ticket

Syncari Synapses fully support and protect both your standard and custom objects data just like in our Marketo-Salesforce-Outreach integration

So whether you want to sync HubSpot data with Salesforce and Outreach or any other tridirectional synchronization among sources — it’s possible with Syncari. And thanks to our tool-pairing capabilities, any updates you make within our Sync Studio will route back to other select platforms. 

Contact Syncari 

If you’re interested in improving your data alignment, request a custom demo with Syncari today. We’ll help you better manage your integrations so you can fully automate your business.