We're glad you asked!
Frequently, IT teams are hesitant to provide admin access to systems such as Salesforce when working with a partner to implement HubSpot. Keeping your data and sensitive information secure should always be a top priority for your business, so being cautious about who you grant access to is very important.
However, HubSpot runs on data. And, when integrated with Salesforce, HubSpot runs on data from Salesforce. In order for the marketing team to access CRM data, your HubSpot partner will need administrator access to Salesforce to enable the HubSpot Salesforce integration.
When starting a new system, you will likely run into some challenges and have a few questions, which is completely normal, no matter how intuitive and user-friendly the platform is.
So, why exactly does your HubSpot partner needs Salesforce admin access?
Access a True 360-Degree View of your Customers
Without access to your core systems, your HubSpot consultant cannot accurately evaluate and diagnose your current sales and marketing processes for bottlenecks and inefficiencies. Granting your partner access allows them to build a true 360-degree view of your processes and your customers, enabling a better user experience for sales, marketing, and customer service teams alike.
Personalize Your Communication Efforts
One of the most common reasons businesses partner with a HubSpot partner is to personalize communication efforts and keep things organized when moving to a new platform. When HubSpot and Salesforce are integrated, Salesforce becomes the database of record and the primary source of truth for both systems. To personalize your communications and trigger automation in HubSpot, your partner will need administrator access to configure Salesforce to send accurate data to HubSpot.
Monitor and Resolve HubSpot Health Issues
Once the HubSpot Salesforce integration is installed, you will have access to an integration monitoring tool called "HubSpot Health." This tool is used to surface sync errors and bugs in the integration. More often than not, these bugs need to be resolved in Salesforce, not HubSpot.
So, if your partner doesn't have access to fix these errors in Salesforce, that duty will fall to your internal Salesforce administrators. This creates a bottleneck in the process and can often create impactful delays that keep your customers from receiving timely updates and prevent updated data from flowing between HubSpot and Salesforce.
