CRM Integration Services Salesforce, HubSpot & Dynamics
Senior team integrating Salesforce, HubSpot, Zoho, Microsoft Dynamics 365, Odoo, and custom CRMs with marketing automation, billing, support, and data warehouses. Bi-directional sync. USD pricing.
We map your existing systems, find the data drift, and tell you what to integrate first.
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Who we've built for.
How we work
- CRMs we connect
- Salesforce · HubSpot · Zoho · Microsoft Dynamics 365 · Odoo · Pipedrive · custom CRMs
- What we sync
- Marketing automation · support platforms · billing · data warehouses · custom apps · product analytics
- Sync pattern
- Bi-directional · event-driven · scheduled batch · real-time webhooks
- Stack
- Salesforce REST and Bulk APIs · HubSpot v3 API · Zoho REST API · Workato · Fivetran · custom Node and Python
- Pricing in USD
- Single integration sprint from $4,000 · Multi-CRM program from $10,500 · Custom CRM build from $21,000
- Output
- Working sync · eval against source data · runbook · monitoring dashboard
You already know what CRM integration is. You are here to find a team that ships clean bi-directional sync, handles edge cases (deduplication, conflict resolution, field-mapping drift), and gives you a runbook your ops team can use. The rest of this page covers the CRM landscape, integration patterns, what we ship, what drives cost, and the questions every RevOps leader asks.
Industries we serve hardest
- Finance and fintechLead-to-account workflows, KYC-aligned sync, regulated audit logging.
- Retail and e-commerceOrder-to-CRM sync, customer-lifetime-value, support-ticket sync.
- Healthcare and life sciencesHIPAA-compliant CRM sync, patient-record integration.
- Legal and complianceMatter management to CRM, billing sync, audit-grade logging.
- ManufacturingCRM-to-ERP integration, distributor portals, customer-service workflows.
Salesforce vs. HubSpot vs. Dynamics 365 vs. Zoho vs. Pipedrive
CRM choice shapes the integration approach, cost, and what is buildable. The five most common B2B CRMs compared.
| Dimension | Salesforce | HubSpot | Dynamics 365 | Zoho CRM | Pipedrive |
|---|---|---|---|---|---|
| Best for | Enterprise B2B | Marketing-led B2B | MS shop B2B | SMB B2B | Sales pipeline |
| Pricing /user | $25 to $500 | $0 to $1,200 | $65 to $135 | $14 to $52 | $15 to $99 |
| Customisation | Highest | Mid (CRM card) | High | Mid | Low |
| API maturity | Strongest | Strong | Strong | Mid | Mid |
| Marketing tools | Marketing Cloud | Marketing Hub native | Customer Insights | Zoho Marketing | External only |
| Compliance | All major | All major | All major | SOC 2, GDPR | SOC 2, GDPR |
| Implementation | 12+ weeks | 4 to 8 weeks | 12+ weeks | 2 to 6 weeks | 1 to 3 weeks |
| Lock-in risk | Highest | Mid | High | Low | Low |
Salesforce plus HubSpot — the most common request
Salesforce as the system of record (Sales Cloud), HubSpot for marketing automation. The native HubSpot-Salesforce sync handles the basics (contacts, companies, deals, basic field mapping). We add the things native sync does not handle cleanly: custom field mapping for non-standard fields; custom object sync (HubSpot custom objects to Salesforce custom objects); lead-routing rules based on territory, ICP fit, or scoring; deduplication logic (email-based plus fuzzy company-name match); conflict-resolution rules for fields that exist in both systems; and the inevitable "why is this contact in both systems with different lifecycle stages" resolution. Typical Salesforce-HubSpot build runs 4 to 6 weeks. Pricing from $4,500 depending on custom object count and routing complexity.
Decision rules of thumb. Salesforce when you need maximum customisation, complex sales processes, or are already in the Salesforce ecosystem. HubSpot when marketing automation matters more than sales process customisation. Dynamics 365 when you are committed to Microsoft 365 and Power Platform. Zoho when SMB pricing matters and the feature gap with Salesforce or HubSpot is acceptable. Pipedrive when sales pipeline management is the primary need and marketing or service tools come from elsewhere.
CRMs we integrate
Salesforce
Sales Cloud, Service Cloud, Marketing Cloud, custom objects. We use Salesforce REST, Bulk API 2.0, Streaming API, Platform Events, and Apex when integration logic needs to run inside Salesforce. Lightning Web Components for custom UI.
HubSpot
Marketing Hub, Sales Hub, Service Hub. HubSpot v3 API with custom objects, lists, workflows, custom events. Native Salesforce sync where the platform handles it; custom code where it does not.
Microsoft Dynamics 365
Sales, Customer Service, Field Service. Dataverse-backed integration. Power Platform for low-code extension. Best for organisations already on Microsoft 365.
Zoho CRM
Lower-cost SMB option. Full REST API plus Bigin sync for smaller teams plus Zoho Flow for embedded automation.
Odoo
Open-source CRM with deep ERP integration. Good for businesses where CRM and ERP need to share the same data model.
Pipedrive and ClickUp
Lighter sales-pipeline CRMs. Best when CRM functionality is secondary to project management.
Custom CRMs
Built on PostgreSQL plus Retool or custom-built UI when off-the-shelf CRMs cannot express your sales process.
Capability detail: Salesforce development, HubSpot development, Zoho CRM, ClickUp consulting, Odoo development, Microsoft Dynamics 365.
Use cases — concrete examples per integration
Salesforce-HubSpot bi-directional sync with custom field mapping
Native sync extended with custom field mapping (your non-standard fields), custom object sync (e.g. HubSpot deal pipelines to Salesforce opportunities), lead-routing rules, deduplication. Typical build 4 to 6 weeks. From $4,500.
CRM-to-billing sync (Salesforce plus Stripe)
New Closed-Won opportunity in Salesforce triggers Stripe customer creation plus subscription setup. Stripe webhook events update opportunity status (paid, failed, cancelled). Invoices link back to opportunities. Typical build 3 to 5 weeks. From $3,500.
CRM-to-data-warehouse pipeline (HubSpot plus Snowflake)
All HubSpot data extracted via Fivetran or custom Airflow pipeline to Snowflake. Modelled in dbt for product analytics, attribution, cohort analysis. Reverse-ETL via Census or Hightouch to push enriched data back into HubSpot. Typical build 4 to 6 weeks. From $6,000.
Marketing automation enrichment (HubSpot plus Clearbit plus 6sense)
Inbound leads enriched via Clearbit on form-fill. Account-level data from 6sense for B2B intent. ICP fit score calculated and written to HubSpot. Routing rules send qualified leads directly to sales rep based on territory plus score. Typical build 3 to 5 weeks. From $3,500.
How we run a CRM integration
Phase 1: Discovery (1 week)
Current-state mapping. We document where data lives, where it should live, where it currently does live (often different). Identify the data drift. Document the failure modes your ops team is working around manually. List the systems that are part of this integration plus the systems that should be part of a future integration.
Phase 2: Design (1 week)
Field mapping doc. Conflict-resolution rules per field. Sync direction per object. Failure-mode plan. Dedup logic. Test plan against real production data.
Phase 3: Build (2 to 6 weeks)
Integration shipped to staging. Eval against source data (sample of 100 to 1000 records compared before/after). Sandbox testing in Salesforce or HubSpot dev environment. We do not test against your production CRM.
Phase 4: Pilot (1 to 2 weeks)
Run in parallel with manual sync. Measure drift and error rate. Tune dedup logic against real-world edge cases (companies with similar names, contacts who change email addresses, etc.).
Phase 5: Cutover (1 week)
Decommission manual workflow. Monitoring and alerting live (Datadog or custom dashboard). Runbook delivered. Training session with your ops team.
What drives CRM integration cost
CRM integration cost varies 3x to 5x depending on six factors.
- Number of systems integrated. CRM-to-one-system is baseline. Each additional system adds 25 to 40%.
- Sync pattern. One-way batch is cheapest. Bi-directional real-time webhook adds 30 to 50%.
- Custom object count. Standard objects only is baseline. Each custom object pair (HubSpot custom to Salesforce custom) adds 15 to 25%.
- Dedup and conflict-resolution complexity. Email-only dedup is baseline. Fuzzy company-name dedup, address normalisation, manual-review queue adds 20 to 35%.
- Volume and SLA. Under 10k records is baseline. 100k+ records or sub-5-minute sync SLA adds 25 to 40% for queuing, batching, monitoring.
- Compliance requirements. Standard GDPR is baseline. HIPAA BAA, PCI scope, audit-grade logging adds 20 to 35%.
Pricing
Single integration sprint
From $4,000
- One CRM to one external system.
- 2 to 4 weeks.
Salesforce plus HubSpot bi-directional sync
From $4,500
- Custom field mapping, dedup, routing.
- 4 to 6 weeks.
Multi-CRM integration program
From $10,500
- Three to five systems wired together.
- 6 to 10 weeks.
Custom CRM build
From $21,000
- Built on PostgreSQL plus Retool or custom UI.
- 12 to 16 weeks.
CRM migration (any-to-any)
From $8,000
- Data export plus mapping plus phased cutover.
- 6 to 10 weeks.
Ongoing maintenance retainer
From $1,750 / month
- Sync monitoring, error triage, schema changes, new system additions.
FAQ
Most builds need bi-directional with one system designated system-of-record per field. Salesforce typically owns account and opportunity records. HubSpot typically owns marketing engagement and lead-scoring. We document which system owns which field and conflict-resolution rules per field.
In-flight dedup logic at the integration layer (email matching, fuzzy company-name matching with Levenshtein distance, domain matching), plus periodic batch dedup runs against historical data. The runbook gives your ops team tools to merge or split records manually when automatic logic is wrong.
Yes. Salesforce-to-HubSpot, HubSpot-to-Salesforce, Pipedrive-to-Salesforce, anything-to-anything. Migration includes data export, field mapping, custom-object mapping, history preservation, and a phased cutover plan with parallel-run period. Typical 6 to 10 weeks depending on data volume and complexity.
Yes. We layer audit logging on every sync action, restrict PII fields to specific encrypted columns, add data-subject-deletion workflows that propagate across all connected systems. For HIPAA we sign BAAs with the platforms that support them (Salesforce Health Cloud, HubSpot Enterprise with BAA, custom-built CRMs with our infrastructure).
Yes. Marketo, Pardot (now Marketing Cloud Account Engagement), Mailchimp, Klaviyo, Customer.io, ActiveCampaign, Iterable. Integration pattern is similar to CRM-to-CRM: field mapping, conflict rules, audit logging, eval against source data.
Yes. Lightning Web Components for custom UI. Apex for server-side logic. Custom objects for data that does not fit standard objects. Salesforce DX for managed development. We hold Salesforce certifications (Platform Developer I, Administrator).
Single integration: 2 to 4 weeks. Salesforce plus HubSpot sync: 4 to 6 weeks. Multi-CRM program: 6 to 10 weeks. Custom CRM build: 12 to 16 weeks. Migration: 6 to 10 weeks.
Queue at the integration boundary. When upstream comes back, queue drains automatically. Failed retries dead-letter after configurable backoff. You see backlog depth in the monitoring dashboard. Alerts to your ops team via Slack or PagerDuty for sustained outages.
No. We write integrations in a way your engineers can take over. Documentation includes architecture diagram, field-mapping doc, runbook, plus the code. For Salesforce and HubSpot we use standard Apex or HubSpot custom code formats your team or any consultancy can pick up.
Yes. Classic-to-Lightning component conversion, Visualforce-to-Lightning Web Components migration, custom-UI rewrites. Typical migration 4 to 8 weeks depending on customisation depth.
Yes. Salesforce Flow for declarative automation, Apex Triggers for code-level logic, Lightning Web Components for in-CRM UI. HubSpot Workflows for marketing automation, custom-code actions for logic. Power Automate for Dynamics 365.
Salesforce dev sandboxes (Developer or Developer Pro) for build and test. HubSpot test accounts for sync development. Migrations and major changes go through the sandbox first with eval against synthetic and real-anonymised data. Production cutovers happen during low-traffic windows with rollback plan.