HubSpot and Salesforce, read together
HubSpot holds the marketing side: the forms, the sequences, the lead score. Salesforce holds the sales side: the opportunity, the stage, the forecast. The sync between them copies fields; it does not notice when the same person is two records, or when a lead went hot in one system and cold in the other.
Liaison reads both as one picture and tells you where they disagree.
Where HubSpot and Salesforce disagree
- The same person exists in both systems under different emails, owners or companies.
- A lead that converted in HubSpot never became an opportunity in Salesforce, or did, at a different value.
- Lifecycle stage in one system and opportunity stage in the other drift apart.
- Marketing attribution in HubSpot and closed revenue in Salesforce never reconcile.
Questions it answers across both
- “Which HubSpot leads marked sales-qualified have no Salesforce opportunity?”
- “Which opportunities closed in Salesforce came from a HubSpot campaign, and which campaign?”
- “Which contacts are owned by different reps in the two systems?”
- “What did marketing hand over this month, and how much of it closed?”
What Liaison does with HubSpot and Salesforce
- Lists the leads that qualified in HubSpot with no opportunity in Salesforce every morning.
- Matches people across the two and lists the duplicates for merging.
- Creates the opportunity, or updates the stage, when you approve.
- Writes the monthly handoff report: qualified, worked, closed, by campaign.
What it reads and does in each
Liaison across HubSpot and Salesforce, set up with you, for $629 a month.
- Connects to HubSpot and Salesforce with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what HubSpot says, what Salesforce says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace the HubSpot and Salesforce sync?
No. Keep the sync you have. Liaison reads both systems after it has run and finds what is still out of step.
Can it change records in either CRM?
Yes, for the kinds of change you have approved, with a receipt each time. It never deletes a record on its own.
Does it work with QuickBooks too?
Yes. Add the books and it answers won, invoiced and collected across all three.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.