Implementing HubSpot and Integrating Salesforce

FREE Lesson

Considering migrating to HubSpot? Watch this first.

Includes
    3 Videos
    1 Quiz
    24 min
  • Automation
  • Operations
Lesson description
Keeping Salesforce as your primary CRM? Watch this quick lesson before implementing HubSpot. Learn how to develop a Revenue Operations Strategy and implement RevOps at your organization. Then, build a plan to migrate from your current marketing automation tool to HubSpot. Finally, learn how to build your implementation team. After this lesson, you'll be ready to start planning your HubSpot implementation.

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Instructors

Photo of Lauren Ryan

Lauren Ryan

Founder + Chief Marketing Nerd

Coastal Consulting

Lauren Ryan is the go-to expert for the HubSpot Salesforce integration. She is a Salesforce Admin with 5 active Salesforce certifications and a HubSpot Certified Trainer with 36+ HubSpot certifications. Lauren is on a mission to help B2B teams gain confidence in the HubSpot Salesforce integration and enable them to achieve career growth using HubSpot and Salesforce.

Photo of Coastal Consulting

Coastal Consulting

Coastal Consulting

Coastal Consulting is a boutique HubSpot and Salesforce partner supporting the HubSpot Salesforce Integration. With technical, hands-on expertise in HubSpot and Salesforce, Coastal Consulting is the ideal partner to implement the HubSpot Salesforce integration or repair a HubSpot Salesforce integration gone wrong.

Photo of Sawyer Klein

Sawyer Klein

Coastal Consulting

With a passion for systems and processes, Sawyer is an expert in HubSpot and Salesforce. He joined Coastal Consulting in 2021 and supported the team as the head solutioner for projects leveraging the HubSpot Salesforce Integration, Microsoft Dynamics, and Google Data Studio. Sawyer left agency life to take on owning the HubSpot Salesforce integration in-house. He's an expert in the field and has much to teach us about the integration and revenue operations.

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