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Salesforce is one of the leading offerings on the market today for CRM solutions. The fully integrated, online system allows for quick and easy management of all aspects of your business: from marketing, to sales, service, and commerce.

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Tips for Optimizing your HubSpot Salesforce Integration

May 23, 2022

Integrating HubSpot and Salesforce is an important step towards shortening sales cycles and customizing marketing campaigns, but it must be done thoughtfully. Each platform has its own nuances, so to optimize the integration, you must first understand what you’re dealing with.

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Migrating Salesforce Legacy Attachments to Salesforce Files Using StarfishETL

July 25, 2022

If you are using Salesforce.com, you probably have made the transition to using the new Files functionality that uses ContentDocument objects. The old attachments functionality is often re-enabled so that the historical documents can still be made available. This approach is however not streamlined as it requires two places to look for documents.

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3 Must-Have Salesforce Integrations

August 30, 2021

Businesses strive to have great customer relationships and Salesforce can carry out that need. Salesforce gives businesses the tools to increase sales and grow customer loyalty with its dynamic tools. In this post, we’ll highlight three must-have Salesforce integrations to keep your business ahead of the game.

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HubSpot Salesforce Integration: Avoid These 5 Pitfalls

September 14, 2020

Integrating HubSpot and Salesforce is a no-brainer for sales and marketing alignment. Combine HubSpot’s deep marketing metrics with Salesforce’s insightful sales data and you can have yourself an analytics field day!  To do this successfully though, you must be prepared for the potential pitfalls of integrating these two solutions and know how you want your data to move between them.

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