HubSpot meets Salesloft: The Bi-Directional Sync
Synchronize your system of record (HubSpot) with your system of action (Salesloft) for perfect attribution.
Why This Connection Matters
Live Use Case
Strategic Value
Related Blueprints
Follow this protocol to ensure data integrity across both systems.
Define the Trigger
In HubSpot, create an Active List called 'Enriched - Ready for Sequencing'. Set the criteria to include contacts where 'Email' is known and the contact is ready for outreach.
Ensure you exclude current customers or active opportunities to avoid awkward overlapping communications.
Configure the Webhook
In your automation tool, trigger a workflow when a contact enters this list. Map the HubSpot contact properties to your payload: Email, First Name, Company Name, and any custom variables.
{
"email": "{{email}}",
"firstName": "{{firstname}}",
"company": "{{company}}"
}Push to Salesloft
Use the Salesloft API node to 'Add Lead to Campaign'. Select the campaign ID that matches your desired sequence. Map the fields from the incoming webhook payload.
Bi-Directional Sync
To sync replies back, use the Global Webhook in Salesloft. Set it to trigger on 'Email Replied'. Point it to a workflow that finds the Contact in HubSpot by email and updates their status.
Salesloft webhooks may fire for all campaigns. Add a filter to route to the correct owner.
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