Introduction

HubSpot and Salesforce are two of the most widely used CRM platforms, but they use different terminology for similar concepts. This cheat sheet helps businesses using both platforms (or transitioning between them) quickly understand how objects, properties, and terms map between the two systems.

When is this resource useful

Transitioning between platforms

If your business is migrating from Salesforce to HubSpot or vice versa, understanding the differences in terminology and data structures will help ensure a smooth transition. The terminology chart and key differences outlined in this document will assist teams in adapting quickly, preventing miscommunication and data errors.

when you're connecting both systems

Many businesses use both HubSpot and Salesforce together, syncing data between them for marketing and sales alignment. If your team is integrating these platforms, this guide will help you navigate key terminology differences, ensuring accurate data mapping and preventing workflow disruptions.

key object & property comparisons

hubSpot campaigns vs. salesforce campaigns

HubSpot Campaigns are designed to track and measure marketing efforts across multiple assets, such as emails, ads, forms, and landing pages, within a single campaign. They help marketers consolidate performance data and see how different elements contribute to conversions.

Salesforce Campaigns, on the other hand, are more focused on tracking marketing efforts related to specific leads, contacts, and opportunities, providing detailed ROI reporting and multi-touch attribution. They allow marketers to associate multiple leads or contacts with a campaign and track engagement across different touch-points.

key differences

• Focus: HubSpot Campaigns are centered around marketing asset performance, while Salesforce Campaigns track interactions with leads and contacts.
• Attribution: Salesforce Campaigns offer more advanced attribution modeling, while HubSpot Campaigns emphasize integrated marketing asset tracking.
• Integration: HubSpot Campaigns provide a more user-friendly interface for digital marketing efforts, whereas Salesforce Campaigns require deeper customization and integration with Sales Cloud.

hubSpot sequences vs. salesforce sales cadences

HubSpot Sequences is a sales automation tool that enables sales reps to automate follow-ups with prospects via email and tasks. It helps nurture leads over time by allowing reps to create structured outreach sequences, including automated emails and manual tasks like calls or LinkedIn outreach.

Salesforce Sequences, available through Sales Engagement, serves a similar purpose but offers more advanced customization, deeper integration with Salesforce Sales Cloud, and additional sales coaching features. Salesforce’s Sequences integrate with Einstein AI to provide recommendations for the next best action.

key differences

• Ease of Use: HubSpot Sequences are easier to set up and use, whereas Salesforce Sequences offer more customization but require a more complex setup.
• AI & Insights: Salesforce Sequences leverage AI-powered insights through Einstein AI, whereas HubSpot Sequences are more straightforward and focus on execution.
• Integration: HubSpot Sequences work seamlessly with HubSpot CRM, while Salesforce Sequences are more deeply embedded in the broader Salesforce ecosystem.

need help?

We have certified integration experts to help you whether you are migrating or integrating these systems. If you’d like a free consultation, let us know!

relevant knowledge base articles

• Install the HubSpot-Salesforce integration

• Sync activities and tasks between HubSpot and Salesforce

• Salesforce integration sync triggers

• Salesforce Integration | Frequently Asked Questions