HubSpot ↔ Salesforce Integration Checklist
The complete checklist for setting up and auditing your HubSpot-Salesforce sync. Field mapping, lifecycle alignment, and sync direction rules.
Drill into the three layers that break most HubSpot-Salesforce syncs
Read these before you open the checklist — the context makes the audit faster.
Field Mapping
What to sync, what to keep one-way, and the fields that cause silent data loss.
Read →Lifecycle Alignment
How HubSpot lifecycle stages map (or don't) to Salesforce Lead/Contact/Opportunity states.
Read →Sync Errors
The six most common sync failures — how to detect, fix, and prevent each.
Read →Download the Checklist
Get the Excel template with field mapping, lifecycle alignment, and sync error troubleshooting.
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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.