Free Checklist
HubSpot ↔ Salesforce Integration Checklist
The complete checklist for setting up and auditing your HubSpot-Salesforce sync. Field mapping, lifecycle alignment, and sync direction rules.
HubSpot
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Salesforce
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What's Inside
Field Mapping Guide
Which fields to sync, sync direction (HubSpot → SF, SF → HubSpot, or bidirectional), and when to use each.
Lifecycle Stage Alignment
How to map HubSpot lifecycle stages to Salesforce lead status and opportunity stages.
Common Pitfalls
The integration mistakes that cause data sync failures, duplicate records, and reporting gaps.
Pre-Launch Checklist
What to verify before turning on the sync—and what to monitor after.
Checklist Preview
Pre-Integration Setup
✓
Audit existing HubSpot properties for duplicates and naming conventions✓
Document Salesforce required fields on Lead and Contact objects✓
Define lifecycle stage ↔ lead status mapping✓
Create Salesforce integration user with appropriate permissionsField Mapping Decisions
✓
Set sync direction for each mapped field✓
Configure "most recent" vs "prefer Salesforce" conflict resolution✓
Map owner fields (HubSpot owner ↔ Salesforce owner)✓
Define inclusion list criteria for selective syncPost-Launch Validation
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Test sync with 5-10 records before full enablement✓
Monitor sync errors dashboard for 48 hours✓
Validate lifecycle stage transitions