With the acquisition of Tableau, Salesforce really improved and expanded their on-site analytics suite a lot.
After rebranding Einstein Analytics, eventually, to CRM Analytics, they have some great Analytical power in their hands.

But what if you are using Hubspot and want to leverage Salesforce CRMA? What if you are doing a migration but want to have visuals over your data already? What if you are using both Hubspot and Salesforce and want to combine data to do visualisations?

In this blog we will go deeper in how you can get your Hubspot data into Salesforce

Salesforce vs Hubspot

 

Salesforce and Hubspot are both CRM (Customer Relationship Management) systems, so it's no secret that they would look alike in functionality. Both systems (who are both SAAS = Software as a Service) store and manage prospect and customer information in one central location. But they both have their own strengths:

Salesforce Hubspot
Sales automation Inbound marketing
Advanced reporting Well-rounded marketing features
Customisable Free plan

 

 

Salesforce CRM Analytics

 

Salesforce CRM Analytics empowers customer-facing teams with intelligent analytics and predictions in Salesforce workflows. It's a tool that provides customer analytics and is an expanded analytical experience inside the Salesforce environment. It's a 'Lite' Tableau version inside Salesforce, that leverages more the Salesforce structure and has its own coding language (SoQL). In short, it provides a more in depth analytical overview compared to the out-of-the-box reporting Salesforce has and can use the Einstein framework to provide an AI analysis.

Salesforce crm analytics

Get your data out of Hubspot (and into Salesforce)


In this section we will take a more closer look on how we can use our HubSpot data in Salesforce, without looking into integration tools that charge money for their services.

 

Download everything from Hubspot and load into Salesforce

The first approach is also the most difficult one. This will require you to download all data from Hubspot and upload it into Salesforce.

Export HubSpot data

To download data out of Hubspot, you'll need to navigate to the object you want to download and create a list view.

By selecting Export view underneath the Action button, you are able to export your data into a csv.

export hubspot data for salesforce
But what if you aren't an administrator on Hubspot, or have an account that is not allowed to export objects?

export objects from hubspot to salesforce

You would need to request any additional privileges.

 

Import HubSpot data into Salesforce

After exporting, you probably would want to import your data into Salesforce.

For that we have multiple ways:

 
1 Data Import Wizard
  • Less than 50 000 records
  • Objects supported by wizard
  • No automation required
2 Data Loader
  • 50 000 to 5 million records
  • Objects not supported by wizard
  • Schedule data loads
3 Salesforce Partner / App Exchange
  • +5 million records

 

Custom Fields

Not all fields can be linked to a Salesforce field, so you would have to filter out the fields that you will not have any need for. For those you do need, you'll have to create custom fields on the objects. You can create those fields in the Object Manager - Fields & Relationships

custom fields for salesforce when importing hubspot data

 

Data Import Wizard

To open the data import wizard, you'll need to go to the Setup page and look for "Data Import Wizard". First you need to select the object that you will want to load and define the transaction (add/update/add&update).

After that you'll need to locate your file and add it, so it can be uploaded.

data import wizard

After this you'll need to do verify/update the mapping of the fields

update mapping of fields in salesforce

 
If you are using a sandbox (to test) you might need to delete some pre-existing records

 

Connect to Hubspot with the Snowflake connector

In Salesforce CRM Analytics, under Connections in the Data Manager, add a new Snowflake connector.

connect to hubspot with Snowflake

  • New Connection - Snowflake connector
    • Connection Name
    • Developer Name (API Name for Salesforce)
    • Description
    • Authentication Type
    • Account (Snowflake instance)
    • Warehouse, Role, Database & Schema


After establishing a connection, you'll need to select objects & columns you want to include.
If your save is disabled, something might be wrong!

  • Common error: ID precision set to 19 (max 18 in Salesforce) -> ID can be put to dimension


After this, you can run and schedule your flow.

Your data now is in CRM Analytics, but you still have to set up a connection between Hubspot and Snowflake to make this work.

 

Connect to Hubspot with Hubspot connector

Similar as above, with the Snowflake connector, you could chose to connect to Hubspot through a Salesforce connector. In Salesforce CRM Analytics, under Connections in the Data Manager, add a new Hubspot connector.

Connect to HubSpot with a Salesforce connector

Setup salesforce to hubspot connector 

  • New Connection - Hubspot Connector
    • Connection Name
    • Developer Name (API Name for Salesforce)
    • Description
    • Authentication Type
    • API Key from Hubspot
    • Schema


After establishing a connection, you'll need to select objects & columns you want to include.
If your save is disabled, something might be wrong!

  • Common error: ID precision set to 19 (max 18 in Salesforce) -> ID can be put to dimension

After this, you can run and schedule your flow. Your data now is in CRM Analytics, without any work needed in Snowflake.

 

Comparison

1 Download everything from Hubspot and load into Salesforce
  • Lot of manual work
  • More migration option
2 Connect to Hubspot through a Snowflake connector
  • Need to have connection between Snowflake and Hubspot
  • Recipe and flow to set up data
3

Connect to Hubspot with Hubspot Connector in Salesforce CRM Analytics

  • Direct access in Salesforce
  • Recipe and flow to set up data

 

Conclusion

 

There are a lot of ways you can get data out of Hubspot, including out-of-the-box or more advanced ways.

Salesforce has a lot of different built-in connector available that you could use to get your data out of Hubspot which can help you set-up a (temporary) solution in getting your data into Salesforce. Although it might happen that you need to combine some steps. (i.e. some object might nog be able to sync due to api-limitations).

In a fast changing environment, there will always be new ways introduced and old-ways updated. It's an interesting topic to keep looking at.

One of the new ways we could get data into Salesforce CRM A uses a Tableau Prep approach. Which you can read more about here: Write your data to CRM Analytics with Tableau Prep: A game changing output connector.

Author
Jorick Triempont

Jorick Triempont

I help you get insights from your data. Easier. Faster.

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