Free template: integrate Salesforce and HubSpot data using AI
Automatically integrate Salesforce and HubSpot data without writing a single line of code.
The Parabola Team
Trusted by the fastest moving teams at hundreds of leading brands
Sick of manual SOPs?
Sign up for a free trial of Parabola and start automating your most manual work today.
Sign up for freeTransform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- Set up your data sources by creating a new Parabola flow and connecting both your Salesforce and HubSpot accounts.
- Select the specific data you want to integrate from each platform - contacts, companies, and deals from both platforms. Configure any necessary filters or parameters.
- Clean, organize, and transform your data. In short, do anything you'd otherwise do in spreadsheets. To help, Parabola offers five different AI-led transform steps.
- Apply any additional processing needed, such as lead scoring alignment, deal stage mapping, or engagement analytics.
- Generate your results by previewing the integrated data and running your automated flow. Once set up, this process will handle new data synchronization automatically.
See Parabola in actionPractical use cases and examples
Creating integrated lead management
By integrating data from both platforms, you can create automated workflows that keep your lead information synchronized between your marketing automation and CRM systems. This ensures consistent lead scoring and qualification processes.
Automating marketing-to-sales handoffs
Integrating key information from both platforms allows you to automate processes like lead routing, opportunity creation, and marketing campaign attribution, helping you streamline your revenue operations.
Generating unified reports
Using Parabola's data visualization capabilities, you can create comprehensive reports and dashboards that showcase insights from your integrated platforms. These reports can be used to inform business decisions, track pipeline performance, and communicate with stakeholders.
