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HubSpot CRM
Salesforce

Connect HubSpot CRM and Salesforce integrations

Explore ready-made HubSpot CRM and Salesforce templates and start automating in minutes.

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Create a custom workflow

Integrate HubSpot CRM with Salesforce and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between HubSpot CRM and Salesforce.

Add a Contact to a Workflow (Legacy)
Adds a contact to a specific workflow.
Action
Add Contacts to a List (Deprecated)
Adds contact records that have already been created in the system to a contact list. This module will be deprecated on September 30th 2025.
Action
Add Members to a List (Segment)
Adds records to selected list (segment).
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a Call
Creates a call with the given properties and returns a copy of the object, including the ID.
Action
Create a Communication
Creates a communication with the given properties and returns a copy of the object, including the ID.
Action
Create a Company
Creates a company with the given properties and returns a copy of the object, including the ID.
Action
Create a Contact
Creates a contact with the given properties and returns a copy of the object, including the ID.
Action
Create a Custom Object Record
Creates a custom object with the given properties and returns a copy of the object, including the ID.
Action
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Popular HubSpot CRM and Salesforce workflows

Connect HubSpot CRM and Salesforce with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Create contacts and prospects, enrich the data with intelligence and then notify sales

Supercharge new HubSpot contacts by enriching them with data from Clearbit. Prospects are then automatically uploaded to Salesforce and Salesloft with an instant message triggered via Slack to notify sales.

Create contacts and prospects, enrich the data with intelligence and then notify sales
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App Families

Create contacts/prospects in Salesforce and Salesloft from HubSpot CRM and send Slack notifications

Ensure that your Marketing CRM contacts are synced with your Sales CRM and Sales engagement platform. Take it further by notifying your sales team on your IM tool as soon as there are new prospects so they can reach out to them and initiate the sales process.

Create contacts/prospects in Salesforce and Salesloft from HubSpot CRM and send Slack notifications
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App Families

Create a Salesforce lead from a HubSpot CRM contact added to a list

Use this template to automatically create a Salesforce lead when a HubSpot CRM contact is added to a list of your choice.

Create a Salesforce lead from a HubSpot CRM contact added to a list
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.