Standard vs. Custom HubSpot-Salesforce Integration

The RevOps Hero Podcast

#Business #Chris Strom #Digital Marketing #Advertising #Marketing Automation #Content Marketing #Email Marketing #Social Media Marketing #Marketing Analytics #MBA #Marketing #SEO #HubSpot #CRM

35:02

The healing power of fitness goes far beyond physical benefits—for today’s guest, it’s a form of self-expression and a celebration of what the body can do. In this episode, host Nora McInerny sits down with fitness personality Ivylis Rivera, who shares her deeply personal journey of navigating life with Chronic Migraine while holding onto her passion for movement. Ivylis opens up about the struggle of staying active while facing the fear of triggering a headache or migraine attack and the resilience it takes to keep pushing forward—a resilience that carried her through the challenging journey of finding a Chronic Migraine treatment plan that worked for her. Join Nora and Ivylis as they explore the concept of “soft living,” a philosophy Ivylis embraces—staying active, listening to your body, and building trust in oneself. Click here for Product Information, including Boxed Warning and Medication Guide, or visit https://abbv.ie/prescribing_info See omnystudio.com/listener for privacy information.…

about a year ago 26:49

MP3•Episode home

We talk with Erick Salvatierra on this exact topic. We discuss topics like:

When should you use the standard HubSpot-Salesforce integration?
When would a custom integration be better? We discuss specific factors including: sync frequency requirements, field mapping requirements, number of records to sync, compliance requirements, and more.
If you decide to build a custom integration, how should you do it?- After the integration is built, how should you do maintenance and error handling?
When should you use an iPaaS / middleware solution vs. fully custom-coding an integration?
Why should you bother with integration at all?

If you're running Salesforce and HubSpot at a medium- or large-sized company, this episode will be incredibly valuable for you. So give it a like and a watch, and hit that subscribe button so that you never miss any future episodes of The RevOps Hero Podcast.

53 episodes

Standard vs. Custom HubSpot-Salesforce Integration

The RevOps Hero Podcast

published about a year ago

MP3•Episode home

We talk with Erick Salvatierra on this exact topic. We discuss topics like:

When should you use the standard HubSpot-Salesforce integration?
When would a custom integration be better? We discuss specific factors including: sync frequency requirements, field mapping requirements, number of records to sync, compliance requirements, and more.
If you decide to build a custom integration, how should you do it?- After the integration is built, how should you do maintenance and error handling?
When should you use an iPaaS / middleware solution vs. fully custom-coding an integration?
Why should you bother with integration at all?

53 episodes

#Business #Chris Strom #Digital Marketing #Advertising #Marketing Automation #Content Marketing #Email Marketing #Social Media Marketing #Marketing Analytics #MBA #Marketing #SEO #HubSpot #CRM

All episodes

The RevOps Hero Podcast

1
Field Ops: Mastering Marketing Operations for In-Person Events 38:27

5 weeks ago38:27

38:27

In this episode of the RevOps Hero Podcast , host Chris Strom sits down with Jacqueline Freedman of Monarch Advisory Partners and former Marketing Ops leader at Grammarly and WeWork, to dive deep into the strategy, planning, and execution of in-person events as part of your marketing operations. Together, they unpack: ✅ Why in-person events are regaining importance in today’s remote-first world ✅ How to align sales and marketing before, during, and after your event ✅ What types of events (from CABs to fireside chats) work best and why ✅ Tools and tech stacks for tracking attendance and engagement ✅ How to define success through metrics like pipeline generation and incremental impact ✅ Pro tips on campaign setup, reporting, and segmentation in systems like Salesforce and HubSpot ✅ What not to do in post-event follow-up (hint: don’t blast your attendee list to sales) Whether you’re planning your first executive dinner or scaling a multi-city roadshow, this episode is packed with practical guidance to help your team turn in-person events into measurable marketing wins.…

The RevOps Hero Podcast

1
Integrating Your CRM With Your Data Warehouse 38:29

12 weeks ago38:29

38:29

Companies have crucial data stored across multiple systems in their organization. And the bigger the company, the more systems there are. Sales, marketing, finance, ERP, inventory, contract management, billing, and service delivery are just types of data and systems that show the story of the business. Many times your CRM just by itself can't show all of that! Because of this, many companies have started setting up a centralized data warehouse like Snowflake or Redshift to pull in data from their CRM and other systems to be able to run more advanced and centralized reporting across it all. But if you want to set this up, where do you start? How do you manage it? How do you protect it? How do you keep it maintained? How do you actually derive value from all the hard work of implementing it? I contacted Ryan Severns to talk through all these questions with him. We talk through all these questions and more, starting with questions like: Why set up a CRM <-> data warehouse infrastructure in the first place? How do you build the integration? What important considerations do you need to plan for? We dig deeper into the details from there, talking through topics like ETL tooling, DBT, data governance, cross-platform analytics, building effective business intelligence systems, and more. If you’re ready to level up your customer data skills and advance to the next level of your RevOps hero journey, this episode is for you! Give it a watch and a like. And hit that subscribe button so that you’ll always get notified of future episodes of The RevOps Hero Podcast as well.…

The RevOps Hero Podcast

1
Standard vs. Custom HubSpot-Salesforce Integration 26:49

28 weeks ago26:49

26:49

Running a Salesforce-HubSpot go-to-market stack is one of the most common tech setups in businesses today. Many businesses manage it using HubSpot's native Salesforce integration. But some businesses instead choose to build their own custom integration. Why would they do that? Should your company consider custom-building your HubSpot-Salesforce integration as well? We talk with Erick Salvatierra on this exact topic. We discuss topics like: When should you use the standard HubSpot-Salesforce integration? When would a custom integration be better? We discuss specific factors including: sync frequency requirements, field mapping requirements, number of records to sync, compliance requirements, and more. If you decide to build a custom integration, how should you do it?- After the integration is built, how should you do maintenance and error handling? When should you use an iPaaS / middleware solution vs. fully custom-coding an integration? Why should you bother with integration at all? If you're running Salesforce and HubSpot at a medium- or large-sized company, this episode will be incredibly valuable for you. So give it a like and a watch, and hit that subscribe button so that you never miss any future episodes of The RevOps Hero Podcast.…

The RevOps Hero Podcast

1
1:Many vs. 1:1 Email Tools — What You Need to Know 21:49

31 weeks ago21:49

21:49

Over the past year, I’ve noticed a growing confusion among marketers and sales professionals about the different types of email tools—and it’s leading to serious consequences. In this video, I delve into the two main types of sales and marketing email tools: 1:many and 1:1 . Understanding the distinction isn’t just technical—it’s essential for protecting your email domain reputation and ensuring your messages reach the intended audience. 🔍 In this episode we discuss : What are 1:many email tools and how they work What are 1:1 email tools and how they work How email providers like Gmail and Outlook filter your messages—and how to land in the Primary tab How you could jeopordize your personal email deliverability without even realizing it Key things you need to do to maintain compliance and avoid getting flagged as spam Don’t let a simple misunderstanding derail your marketing efforts. If you’re sending emails—whether to one person or one million—you need to see this. Hit play to safeguard your email operations and boost your campaign success. 👊…

The RevOps Hero Podcast

1
Salesforce Campaigns & Multi-Touch Attribution with Lauren Sanyal 28:04

42 weeks ago28:04

28:04

We do a deep dive into marketing operations with Lauren Sanyal in this episode. 🤘 We start off by talking with Lauren about how they structure their marketing ops and RevOps teams within her company, and how they decide who reports to who. From their we talk through how they run their marketing and revenue tech stack using Salesforce and Marketo. Lauren and her team run a very meticulous Salesforce campaign structure for organizing and tracking all of their marketing activities. We discuss the how and why of their Salesforce campaign setup. Many companies under-utilize the campaigns in their Salesforce orgs, so there is a lot that other marketing ops people can learn from Lauren and her team here! We then talk through how Lauren and her team run marketing attribution at her company. Their sales cycle is very long (1-2 years), so a well-planned multi-touch attribution model is critical for getting insight into the effectiveness of all the marketing and sales activities that Lauren's team is doing over the course of that time. We talk through what tools and data they use for multi-touch attribution, what events they track, which events are weighted more than others and why, and more. If you are struggling to track the effectiveness of all your marketing activities over a similar super-long sales process, you will want to take a lot of notes in this section. 📝 We wrap up by talking about when is the right time for a company to start investing in marketing operations specifically versus more marketing generalist roles (hint: it's probably sooner than you might think.) Give this episode a like and a listen, and subscribe to our show so that you won't miss out on any future episodes of The RevOps Hero Podcast while you're at it. 🙌…

The RevOps Hero Podcast

1
How to Use HubSpot for PLG SaaS Companies, with Emma Cimolini 34:10

50 weeks ago34:10

34:10

The go-to-market motion for product-led growth (PLG) SaaS companies is VERY different from sales-led growth companies. ➡️ The contact lifecycle/funnel stages are different ➡️ The data/system architecture is different ➡️ The relationship between the CRM and billing systems are different. ➡️ The key funnel conversion rates are different. Instead of setting up sales pipelines, hiring Account Executives, and managing territories, you’re doing defining custom in-app behavior triggers, you’re integrating your CRM to your app user records or intermediary tools like data warehouses, and you’re tracking a very different set of success metrics. And the sheer amount of data will usually be significantly larger as well. What is the best way to run a CRM and marketing system like HubSpot for PLG SaaS companies like this? Emma Cimolini knows a thing or two about this subject. She’s been using HubSpot to build out go-to-market systems for SaaS startups and big publicly traded software companies for years. She’s built and launched multiple growth teams and has deep experience in building productive relationships with sales teams. In this episode, we talk through how to set up HubSpot to run product-led growth motions for SaaS companies. We discuss: 1️⃣ How to set up your system architecture and data architecture between HubSpot and different systems like your app databases, data warehouses, app analytics tools, web analytics tools, and billing systems 2️⃣ How and when to decide whether HubSpot or your data warehouse should be your company’s primary source of truth 3️⃣ How to make the case to get engineering resources for building your PLG funnel 4️⃣ How to map out PLG-focused contact lifecycle stages in HubSpot 5️⃣ What to watch out for when reporting on MRR and other financial metrics between HubSpot and your billing system 6️⃣ Technical constraints to watch out for in terms of API limits, multi-object reporting, data management, and engineering development time This is a must-watch episode for anyone working in go-to-market teams at PLG-focused SaaS companies! And if you’re at a company that runs Salesforce as your CRM rather than HubSpot, this episode will also apply to you as well. Most of the topics we cover here are equally as important to companies running Salesforce or other CRMs as companies running HubSpot by itself. Give this episode a listen and learn what you need to know for building up a killer go-to-market motion for your PLG-focused company.…

The RevOps Hero Podcast

1
How to Define the Role and Org Chart of RevOps, with Brandon Dith-Berry 35:07

1 year ago35:07

35:07

RevOps is the backbone of a company. It touches every business function: marketing, sales, customer success, finance, operations, and IT. But when a role touches a little bit of everything, how do you concisely define what that role itself is? Where does it fit in your company structure? Who should RevOps report to? We talk through all of these things in this episode with Brandon Dith-Berry. We then move on to discussing the systems architecture that Brandon has implemented at his company Zeni: what are the different systems they're running, and how they structure and pass data between their CRM system (HubSpot), their billing system, their user analytics system, and their custom-built internal tools. There's a lot of meat on the bone in this episode! Give Brandon Dith-Berry a connect or a follow on LinkedIn here: https://www.linkedin.com/in/brandondithberry/ Learn more about ClearPivot and how we help turn people like you into RevOps heroes at your company here: ⁠https://www.clearpivot.com…

The RevOps Hero Podcast

1
B2B and B2C Salesforce-HubSpot Integration with Nick Jensen 28:28

1 year ago28:28

28:28

In this episode we talk with Nick Jensen, who runs marketing operations for the world-famous Tony Robbins. Nick and his teammates run a marketing-sales operation with a contact database in the millions, using Salesforce and HubSpot together to run their operations. We talk about: The similarities and difference between their B2C and B2B customer lifecycles and sales pipelines How they connect HubSpot to Salesforce for people objects compared to contact and account objects How they decide what object and event data to sync between Salesforce and HubSpot How they run large-scale email marketing (40 million emails per month) What are the top sales and marketing KPIs that they track How they set up a custom object in Salesforce and HubSpot to track key contact activities as well as affiliate tracking Similarities and differences between their prior Salesforce-Marketo integration and their current Salesforce-HubSpot integration Give this episode a watch or a listen to learn how to run a high-impact marketing and revenue operations systems across Salesforce and HubSpot running at large scale. 🤘 You can connect with Nick Jensen on LinkedIn here: https://www.linkedin.com/in/nicholasljensen/ Learn more about ClearPivot and how we build high-impact revenue operations systems for companies here: https://www.clearpivot.com…

The RevOps Hero Podcast

1
Marketing-to-Sales Lifecycle with Kristina McConnell 28:58

1 year ago28:58

28:58

Ever run into friction with the sales team in a marketing role? You'll want to listen to this episode. We go deep into the full marketing-sales lifecycle in this episode with our guest Kristina McConnell from H1. She talks through how they run the full customer journey from marketing leads to BDR qualification to Account Executive handoff. We cover topics such as: How to manage contact lifecycle stages throughout the process How Kristina tracks attribution data through the process How Kristina and her team have integrated HubSpot and Salesforce to track their full customer journey How Kristina approaches marketing for a product with heavy awareness-building needs How to best equip sales reps with relevant prospect intelligence Give this episode a listen and learn how to better work with your colleagues on the sales team so that you can all win together. 🤘…

The RevOps Hero Podcast

1
CRM & Marketing Operations with Travis Johnson 25:21

1 year ago25:21

25:21

In this episode we go into the operational side of marketing: how to run all the systems and data that power a company's sales and marketing efforts. We talk to Travis Johnson, who leads marketing operations at Velo3D. We talk through how they run Salesforce and Marketo together, how they structure their data in the systems, how they do campaigns, attribution, and lead scoring, and much more. Give this episode a listen to learn from Travis how to built out a whip-smart operational machine for your own company's marketing engine.…

The RevOps Hero Podcast

1
The Sales & Marketing Metrics We Track at ClearPivot 30:00

2 years ago30:00

30:00

It's easy to get overwhelmed with the amount of data and metrics that sales and marketing tools report on nowadays. You can get pages and pages of metrics from platforms like HubSpot, Google Analytics, Salesforce, Meta Ads Manager, and so on. How do you know which metrics are the most important and which you should ignore? In this episode, we walk through which key sales and marketing metrics we track for ourselves at ClearPivot.…

The RevOps Hero Podcast

1
How We Run Our Sales Pipeline at ClearPivot 26:29

2 years ago26:29

26:29

You can have the greatest marketing campaign ever and still see your company miss its goals if you don't have a rock-solid sales process to back it up. So it's crucial to get your sales pipeline process running as well as your marketing campaigns. But where and how should you start? In this episode, ClearPivot founder Chris Strom walks through how we run our own sales pipeline process at ClearPivot. Give this episode a listen, and you will come away with some actionable ideas to apply to your own company's sales process, so that the sales team will be hitting their numbers more and you will look like even more of a Marketing Hero at your company.…

The RevOps Hero Podcast

1
Why We Recommend HubSpot Content Hub over WordPress 28:58

2 years ago28:58

28:58

Marketing teams nowadays spend a LOT of time managing their website. And WordPress is the most common platform choice for managing company websites. But WordPress has severe risks and liabilities that we believe make it a poor choice for most company websites nowadays. In this episode we talk about 6 specific reasons why WordPress is a bad choice for most companies' websites, and why we recommend using HubSpot Content Hub instead.…

The RevOps Hero Podcast

1
Web Analytics vs. Self-Reported Attribution with Chris Strom, Founder of ClearPivot 31:00

2 years ago31:00

31:00

Web analytics don't tell the full story. ClearPivot Founder Chris Strom joins The Marketing Hero to explain the limitations of web analytics like source tracking, and advocate for asking people directly, "How did you find us?" Listen for important details on how to use web analytics and self-reported attribution together to create a fuller picture of how your company is attracting leads.…

The RevOps Hero Podcast

1
5 Big Marketing Mistakes Everyone Makes with Chris Strom, Founder of ClearPivot 26:24

3 years ago26:24

26:24

ClearPivot agency Founder Chris Strom discusses 5 common mistakes he's seen clients make over and over in his 13 years as a HubSpot partner, and suggests the best ways to combat them. Come on in, and find out if you've been over automating, leaving SQLs on the table, or doing one of these other common marketing mis-steps!…

The RevOps Hero Podcast

1
Customer Data and Purposeful Engagement with Zack Wenthe of Treasure Data 34:47

3 years ago34:47

34:47

On episode 38 of The Marketing Hero Podcast, we're joined by Zack Wenthe, Senior Technical Product Marketing Manager and product evangelist for Treasure Data. It's a customer data platform that aims to help businesses reclaim customer-centricity by focusing on purposeful engagement. We'll dive into what that means and how CDPs deal with questions of data privacy and tightening regulations along with some personal insights into Zack's career.…

The RevOps Hero Podcast

1
Going to Market Backwards with Dave Fink, CEO of Postie 29:36

3 years ago29:36

29:36

On today’s episode of The Marketing Hero podcast, we're talking with Dave Fink, Founder and CEO of Postie. Over a 20-year career he’s generated hundreds of millions of dollars in ad revenue, powered viral sensations like Dollar Shave Club, and helped launch celebrity startups for Jessica Simpson, Mary-Kate and Ashley Olsen, and Kate Bosworth. Now as founder and CEO of Postie, he’s out to reinvent direct mail marketing for a digital world. Our conversation focuses on the story of how Postie developed and executed their own go-to-market strategy and marketing plans. Spoiler: They went about it backwards.…

The RevOps Hero Podcast

1
Identity Management and Giving Back with Peter Wheeler of Auth0 by Okta 19:37

3 years ago19:37

19:37

Peter Wheeler has a big title and an even bigger job as the Senior Marketing Manager for Social Impact, Startups and Self Service for Auth0.org, a corporate social impact “startup” within the Auth0 product unit of Okta. On this episode of The Marketing Hero podcast with Maia Morgan Wells, the discussion gets deep about the intricacies of trying to make a positive impact on the world through enterprise identity management. Let's dive in ... and give back. Peter has been a serial entrepreneur, innovative marketing leader, and agency owner for the past two decades. He has executed major campaigns and built revenue teams for global brands like Dolby, BMW, MillerCoors, Mapbox, CMT, Kanye West and countless other organizations big and small. When he’s not handling growth and supporting nonprofits, startups, and strategic initiatives for the customer identity platform at Okta, you can find this amateur pit master hanging around a smoker, volunteering as a fellow at Nest, writing for various publications including his own, running his corporate social impact podcast, and most important to him - hanging out and growing with his two young kids.…

The RevOps Hero Podcast

1
Product-Led Growth with Nick Topping 19:43

3 years ago19:43

19:43

Welcome to episode 35 of The Marketing Hero podcast with our host Maia Wells and her guest, Nick Topping, Head of Marketing & Business Development in the Americas for SafetyCulture. It’s a SaaS company that makes the checklist & inspection app iAuditor. The conversation gets into product-led growth and the freemium model, plus sales-marketing alignment secrets you don't want to miss.…

The RevOps Hero Podcast

1
Global Field Marketing with Sejal Korenromp 44:41

3 years ago44:41

44:41

On this episode of The Marketing Hero Podcast, we welcome Sejal Korenromp, VP of Global Field Marketing for Snyk. Our discussion focuses on what it's like to build an international marketing team with true focus on respecting local culture. From virtual events to real-life conferences and building community among their developer audience, localizing marketing and truly connecting with ideal customers is what Sejal's team does best. Let's get into it with Sejal Korenromp.…

The RevOps Hero Podcast

1
High-Growth Marketing Leadership with Kathleen Booth 29:14

3 years ago29:14

29:14

This episode of The Marketing Hero Podcast features a conversation about high growth leadership and the power of building out a "media business" approach to B2B marketing. Kathleen Booth is the the Senior VP of Marketing at Tradeswell, a B2B SaaS solution going all-in on 'The Current' a fully-fledged media destination and daily newsletter that curates e-commerce news and resources.…

The RevOps Hero Podcast

1
Social Audience Insights with Marlee Gauthier, Marketing Director for StatSocial 27:20

3 years ago27:20

27:20

Welcome to a conversation about following your entrepreneurial spirit. Join host Maia Wells with guest Marlee Gauthier, Marketing Director for StatSocial and dig into evolving tools like social audience insights. Get your answer to the question, "How can we better understand our audiences while respecting increasing demand for consumer privacy protection?"…

The RevOps Hero Podcast

1
Product Marketing at the Center of the SaaS Universe with Shelby Britton 36:09

3 years ago36:09

36:09

Join Maia Morgan Wells as she interviews Product Marketing Director Shelby Britton, who spent 13 years at Adobe, and is now at media experience cloud provider, Cloudinary. Listen in for a conversation about the multi-functional role of product marketing and why metrics and business goals are so darn important for marketers.…

The RevOps Hero Podcast

1
B2C SaaS Marketing with Asaf Rothem 28:51

3 years ago28:51

28:51

Our podcast host and conversation-starter, Maia Morgan Wells, gets into B2C SaaS marketing with Asaf Rothem. Formerly at companies like Seeking Alpha, Wix and BrightInfo, Asaf is now leading a team of 40 in the competitive investing scene, with eyes on the all-important KPI of company ARR. Find out how Asaf helps his team to hit their goals without burning out on this episode of The Marketing Hero podcast by ClearPivot.…

The RevOps Hero Podcast

1
A Tactical HubSpot Conversation with Dylan Gallagher of Bridge Capital 33:42

3 years ago33:42

33:42

Join guest host Chris Strom as he interviews Dylan Gallagher of Bridge Capital. This episode is full of detailed, practical tips on how to apply HubSpot to different uses in different businesses. If you're looking for tactical HubSpot advice, this is the episode for you.

The RevOps Hero Podcast

1
"Yes, And" Marketing Leadership with Carey Straetz 32:01

3 years ago32:01

32:01

Join Maia Wells and The Marketing Hero podcast for an interview with Carey Straetz, Head of Demand Generation at Mode. A "yes, and" approach to leadership combined with a career's worth of learning how to guide teams in the right direction has made Carey one of the most respected marketing leaders in the SaaS space. Listen in for real tips on forming a diverse team and achieving real results together.…

The RevOps Hero Podcast

1
Self-Awareness and Startup Life with Nate Smoyer 38:47

3 years ago38:47

38:47

On this episode of The Marketing Hero Podcast, Maia Wells talks with Nate Smoyer about startup life and what it's like to do what you want. As a podcast host and Marketing Director himself, Nate knows how to give great advice, and tells a great story. This interview includes detailed tips for rebuilding a failing marketing team and surviving startup life. Join us now!…

The RevOps Hero Podcast

1
Product Marketing and Women in Tech with Kelsey Johnson 30:26

3 years ago30:26

30:26

On today's episode, The Marketing Hero Podcast is pleased to welcome Kelsey Johnson, Product Marketing Manager for AWeber, a global leader in email automation. We're going to take a bit of a different approach today and take you into a more personal conversation about what it's like to be a woman in a male-dominated field like software as a service and more broadly, technology.…

The RevOps Hero Podcast

1
SEO Product Management with Arun J of Zoom Apps 34:01

3 years ago34:01

34:01

Arun Janakiraman (Arun J) is one of the most accomplished guests we’ve ever had on The Marketing Hero podcast. Listen now for the inside perspective from an SEO-minded Product Manager with experiences at Zoom Apps, Pinterest, Slideshare, LinkedIn, and Lynda.

The RevOps Hero Podcast

1
2022 SaaS Marketing Predictions with David Greenberg 23:39

3 years ago23:39