TurnGlobal
Sales pipeline view connected to marketing and support systems on a monitor
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CRM Integration

When leads land in one tool and your CRM lives in another, opportunities slip and reps work blind. We integrate Salesforce and HubSpot with your website, marketing platforms, and support desk so contacts, deals, and activity are captured once and shared everywhere. Teams get a complete customer view without copying data between screens.

Lead capture and routing

We connect web forms, landing pages, ad platforms, and chat tools so every enquiry creates or updates a CRM record instantly. Leads are deduplicated, enriched, and routed to the right owner using your assignment rules, so nothing sits unattended in an inbox. We track the original source and campaign on each record, giving marketing accurate attribution and sales a faster, cleaner pipeline to work from on day one.

Two-way sync with marketing and support

Sales and marketing need the same picture, so we set up bidirectional sync between your CRM and tools like email marketing platforms and help desks. Contact updates, email engagement, and support tickets flow into the CRM, while segment membership and deal stage flow back out. We define a clear system of record per field to avoid sync loops and conflicting updates, keeping data consistent rather than letting two systems quietly overwrite each other.

Salesforce and HubSpot specifics

We work natively with each platform: Salesforce REST and Bulk APIs, Platform Events, and flows; HubSpot CRM APIs, workflows, and webhooks. We respect API limits with batching and throttling so large syncs do not exhaust your daily allocation. Custom objects, properties, and pipelines are mapped to match how your teams actually sell, rather than forcing your process into a default layout that reps then ignore or work around.

What You Get

  • Lead capture connectors for forms, ads, and chat with deduplication
  • Routing and assignment rules aligned to your sales process
  • Two-way sync with marketing and support tools, with clear field ownership
  • Source and campaign attribution on every contact and deal
  • API throttling and batching to stay within platform limits
  • Sync monitoring with error reporting and reprocessing

Why Teams Choose TurnGlobal

  • Native Salesforce and HubSpot expertise, including API limits and custom objects
  • Clear system-of-record design that prevents sync loops and overwritten data
  • Attribution and routing that give sales clean, actionable pipeline

FAQs

Can you keep our CRM and marketing platform in sync both ways?

Yes. We set up bidirectional sync where contacts, engagement, and segments move in both directions. We define which system owns each field so updates never conflict, and we add monitoring so any failed record can be identified and reprocessed quickly.

How do you avoid hitting Salesforce or HubSpot API limits?

We batch records, throttle requests, and use bulk and asynchronous APIs where available. For high volumes we queue work and process within your daily allocation, so integrations stay reliable without disrupting other automations that share the same limits.

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Ready to Start?

Contact our team and we will send the best implementation plan for your business.