Can you work with our existing Salesforce?
Yes. We don't replace it or rebuild your org. We make sure each lead keeps the ad it came from on the way in, and match the pipeline back to your ad spend. Where HubSpot sits in front, the click ID and UTM tags go into HubSpot, then across to Salesforce, so reports can say which ads reached the pipeline.
What we do
We capture the click ID and campaign tags at the form, carry them into your CRM, and map them onto your Salesforce campaigns. Then we compare pipeline against ad spend, so you can see which campaigns led to deals and not just form fills.
What stays yours
Your Salesforce org, your admin and your data. We don't sell Salesforce or build orgs from scratch.
What we need
A Salesforce admin who can approve field changes, and a report of opportunities with source, campaign, stage and dates.
The tools in this answer
Also worth asking
Other answers about the same tools.
Will setting up HubSpot email break our other email?
It shouldn't, as long as your SPF record is edited and not replaced. To send as you, HubSpot needs two DKIM records and its own line added to your SPF record. If someone swaps the whole SPF record for a HubSpot-only one, your other senders (Microsoft 365, Google Workspace, your booking or shop tools) start failing checks, and their email lands in junk or bounces.
We add HubSpot next to what's already there and check the live records afterwards.
When is HubSpot worth paying for?
When a few people sell for a living. That's when tracked emails, sequences, pipelines and forecasts on one contact record start paying for the seats, because the team stops working from spreadsheets and inboxes.
If you're a handful of people who mainly need contacts, deals and tasks in one place, HubSpot's free plan (up to two users; check HubSpot's pricing page) or a self-hosted CRM like Twenty is usually enough.
Why do my leads lose their source in Salesforce?
Usually because something overwrites it on the way in: a form that doesn't pass the campaign, a chatbot, an import, or a duplicate record. The ad then looks worse than it is.
It's a wiring job. We keep the click ID and campaign tags with the lead from the form to the CRM, so the source survives.
Still have questions?Talk to us
Bring your numbers.
We'll tell you if the spend makes sense.
- A 15-minute callYour goals, your challenges, and whether we're the right fit.
- A 1-hour discovery callWe dig into your numbers. Worth a hundred emails.
- A concrete planAds, a custom build or both, as a one-off project or ongoing.