The HubSpot and Salesforce integration natively connects a variety of Contact, Company, and Deal properties. However, it starts to get a bit messy when it comes to logging activity in both systems. While HubSpot can log meetings that are scheduled or marketing email engagement in Salesforce (handled by creating new tasks with specific task types for the activities), there isn't an easy way to sync sales emails between the two systems.
Every company handles marketing qualified leads (MQLs) differently. That's why there isn't a golden rule for MQL definition or how to decide when a lead becomes an MQL. In working with multiple clients, I've found that using a lead scoring MQL definition usually survives the test of time and becomes one of the best ways to have engaging conversations on what contacts are considered MQLs and when they should be handed off to sales for follow up.
Staying on top of tasks is even harder now that the days and weeks are starting to blend together. Productivity tools like Asana, Jira, Monday.com, and Basecamp can help you keep track of tasks and due dates, write down notes and action items, and get everyone on the same page.
One of HubSpot’s best kept secrets is its suite of sales tools that are 100% free. From seeing who has opened your emails to giving your customers an easy way to book meetings, using the free edition of HubSpot Sales is a great, cost-effective way to stay productive.