Salesforce consulting and integration
Salesforce consultant for integration
We connect Salesforce and HubSpot so sales and marketing work from the same data, move you off Pardot and configure Sales Cloud around your process. FORECOM is an independent CRM and RevOps agency. We work with Salesforce and HubSpot and recommend what fits you.
They expertly managed the entire migration process from Pardot to HubSpot, providing comprehensive training, demonstrating how everything works, and configuring even the most complex aspects of the system.
Lead from HubSpot assigned to a Salesforce rep
What we do in this area →Pick an area to see what happens in it
Illustration, not client data
Companies that trust us:
FORECOM in numbers
- 110+ clients in 12 countries
- 2 months from Pardot to HubSpot IDEA StatiCa, Salesforce stayed the CRM
- 100,000+ contacts in one project moved and synced with Salesforce
- 5 CRM and ERP platforms we work with HubSpot, Salesforce, Zoho, Pipedrive, Odoo
How we help with Salesforce
Salesforce where it meets marketing, data and HubSpot
Most of our Salesforce clients run sales in Salesforce and marketing in HubSpot or Pardot, and need both systems to agree. We also help with Salesforce itself.
Salesforce and HubSpot integration
Two-way sync where it is clear which system owns which field.
- Field, object and owner mapping, sync direction rules
- Selection of records that sync, so licences and duplicates do not grow
- Lead handoff to sales, campaigns and activity history in Salesforce
- Testing on a sandbox before production is connected
From Pardot (Account Engagement) to HubSpot
Marketing moves to HubSpot, sales stays in Salesforce. No lost leads, planned around your contract end.
- Forms, form handlers and completion actions rebuilt as HubSpot workflows
- Emails, templates, landing pages and consent preferences
- Lead scoring and grading, routing to reps by country or product
- Multilingual websites and forms
Sales Cloud configuration
Salesforce that matches how you actually sell.
- Opportunity stages, required fields and validation
- Automation with Flow instead of manual steps
- Roles, permissions and record sharing
- Training for reps and managers
Data, reports and dashboards
Numbers that sales and leadership trust.
- Cleaning and merging duplicates, rules for new records
- Reports and dashboards for pipeline, forecasts and attribution
- One definition of MQL, SQL and stages in both systems
- Data preparation for AI features and enrichment
Salesforce and licence audit
Find out what you pay for and what your team actually uses.
- Use of licences and paid add-ons
- Review of automations, integrations and API calls
- Risks in permissions and data quality
- Recommendation: adjust, simplify or move
Migration between Salesforce and HubSpot
In either direction, whichever makes sense for you.
- From Salesforce to HubSpot when you want simpler, cheaper administration
- From HubSpot, Pipedrive or spreadsheets to Salesforce when you need its data model
- History, activities, owners and custom objects
- Systems running in parallel and a switch without downtime
Salesforce not working the way it should?
Free Salesforce audit
1 to 2 hours online with a consultant who knows Salesforce and HubSpot. We review the setup, the sync with marketing, licences and data quality. You get a short written summary with a recommended next step. No commitment.
Want to read first? E-book: 50 tips and tricks for Salesforce
- State of the sync with HubSpot or Pardot
- Use of licences and paid add-ons
- Duplicates, missing data and permission risks
- Recommendation: adjust, simplify or move
Clients with Salesforce
Salesforce on its own and next to HubSpot
-
IDEA StatiCa
From Pardot to HubSpot in two months, Salesforce stayed the CRM. 44 forms in up to 10 languages and 100,000+ contacts. “They expertly managed the entire migration process from Pardot to HubSpot.” Tomáš Pelikán, Marketing Engineer
Read the case study → -
GoodData
Migration from Marketo to HubSpot including Salesforce integration. “Forecom has helped GoodData with complex migration from Marketo to HubSpot including integrations with Salesforce and many other Sales & Marketing tools.” Ondrej Maca, Director, IT & RevOps Infrastructure
Discuss a similar project → -
Parloa
HubSpot as the marketing engagement platform with processes integrated with Salesforce. “...expertise in implementing HubSpot and designing the processes in integration with Salesforce.” Gulzada Anvarbekova, Marketing Manager
Read the case study → -
Integrační centrum Praha
A non-profit that helps foreigners settle in Prague. We started with a CRM selection workshop and then implemented Salesforce as a standalone CRM, without HubSpot.
Discuss a similar project →
Our Projects
Salesforce and HubSpot side by side in practice.
See All Case Studies
From Pardot to HubSpot in two months, Salesforce stayed the CRM
HubSpot next to Salesforce and long-term MarOps support
Automating HubSpot & Asana Workflows
How we work
From a free audit to systems that agree
An integration or a Pardot exit usually takes 6 to 10 weeks, Sales Cloud changes a few weeks. You get the exact timeline after the audit.
- 1
Free audit
1 to 2 hours online: we review Salesforce, the link to marketing and the main problems.
- 2
Design and mapping
Source of truth for every field, sync rules, scope and timeline.
- 3
Sandbox, setup and migration
Sandbox testing, data and automation migration, review with your Salesforce admin.
- 4
Launch, training and support
Production switch, team training and support after launch.
Articles about Salesforce
Frequently asked questions
Usually through HubSpot's official Salesforce integration, which syncs contacts, companies, deals, tasks and activities. The key is to decide upfront which system owns which field, which records should sync and how leads are routed to reps. We test everything on a sandbox first. Where the official integration is not enough, we build a custom connection through the API.
Salesforce is strong at sales management, complex data models and permissions. HubSpot is simpler for marketing, websites, emails and automation. Many companies keep sales in Salesforce and marketing in HubSpot. It works when the sync is well designed.
We rebuild forms, form handlers, completion actions, emails, templates, scoring and consent preferences and connect HubSpot to Salesforce. For IDEA StatiCa the move took two months, including 44 forms in up to 10 languages and more than 100,000 contacts. We plan around your Pardot contract end date.
A Salesforce and HubSpot integration or a Pardot exit usually takes 6 to 10 weeks. Sales Cloud and reporting changes take a few weeks. A full CRM migration depends on data volume and custom objects. You get the exact timeline after the free audit.
It depends on scope: the number of objects, fields, integrations and languages. After the free audit you get a defined scope and budget. We also help you check whether you pay only for the licences and add-ons you actually use.
Salesforce suits large sales teams with a complex process, many custom objects and an in-house admin. HubSpot is faster to deploy and easier to run, especially when you want marketing, sales and service in one place. We work with both and recommend based on your processes. See our detailed comparison HubSpot vs. Salesforce.
Yes. We move companies, contacts, deals, activities, owners and the custom objects you need, and set up pipelines, automation and reports in HubSpot. If you want to keep Salesforce for part of the team, we design both systems to run side by side.
Yes, from HubSpot, Pipedrive, spreadsheets and other CRMs. Before the migration we clean the data and design the data model, so Salesforce matches your process from day one.
Yes. We take over routine administration: users, permissions, field and stage changes, Flow automation and reports. If you have an admin, we work with them and hand the documentation over to them.
We do not offer large Apex development or Marketing Cloud projects. We focus on configuration, HubSpot integration, data and migrations. If your project needs deeper development, we tell you upfront and recommend where to go.
Salesforce and HubSpot both offer EU data hosting and data processing agreements. When designing the integration we also decide which personal data and consents move between the systems and where they may be processed.
Yes. For example, we implemented Salesforce for Integrační centrum Praha, a non-profit that helps foreigners settle in Prague. Salesforce offers discounted terms for non-profits, and we help you check eligibility and choose the edition during the audit.
FORECOM is an independent CRM and RevOps agency with more than 110 clients in 12 countries. We work with HubSpot, Salesforce, Zoho, Pipedrive and Odoo, so our advice is not tied to one product. We run standalone Sales Cloud projects and migrations to Salesforce, and most often connect it with HubSpot.
Talk to our team
Pick a time for your free Salesforce audit
-
Lukáš LískovecFounder and CEO
-
Adam HejnaSalesforce consultant
- What happens: An online meeting with a consultant who knows Salesforce and HubSpot.
- What to prepare: Briefly, which systems you use, who manages them and what is not working.
- What you get: A short written summary and a recommended plan. No commitment.
Prefer to write? Leave your email and we will get back to you.