HubSpot + Salesforce CRM Integration Partner
Ready to automate your lead management? Excited about passing clean, useful data between HubSpot and Salesforce? Struggling to make this happen? Don't worry, that's where we come in. We are experienced marketers who only focus on the HubSpot Salesforce Integration. Our in-house, never outsourced team will work to:
"Thank you for your continued partnership with HubSpot - you make a huge impact on your clients and the broader HubSpot community.”
"We contracted Coastal Consulting to migrate our marketing automation system over to HubSpot. Their team handled every part of the migration from start to finish, which allowed us to continue our work with no downtime in our campaigns."
"The expertise and confidence they bring to data management, marketing automation, systems alignment, and processes is unmatched."
"Lauren and team brought HubSpot & Salesforce experience to Allurion as we migrated CRM systems over the past year. Professional and reliable, the team works efficiently to keep the project up to date."
"Coastal is the marketing operations partner I've always been looking for. After migrating to HubSpot and having a slightly tumultuous time at first, finding the team at Coastal was like finding my own pot of gold. I would recommend them to anyone looking for an experienced partner in Salesforce and HubSpot."
"Lauren and her team have helped tremendously to make sure that our data and automation worked exactly how they should! Coastal Consulting also implements strategies that have accelerated our growth even faster! I can't recommend enough!"
"I've worked with a lot of agencies in the past and there's always a certain level of dependency that continues after you've parted ways. What I liked most about Coastal is that every improvement was met with a Loom video that gave you context and clarity, so you felt as if you were gaining an education as well as a solid, professional working relationship. If you want a personable, friendly, and knowledgable team, look no further."
Implement HubSpot + Integrate Salesforce
Implement HubSpot and integrate Salesforce. And—get it right the first time.
Fix the HubSpot Salesforce Integration
So you didn't get it right the first time. It's okay—we can help!
Implement HubSpot Enterprise
Make the most of the HubSpot Enterprise Growth Suite and onboard with one of the top partners for Automation, Integration, and RevOps.
Certified HubSpot and Salesforce Partners
How to Work with Coastal
A look at the end-to-end process when you partner with us.

Initial Chat
To get started, schedule a chat with our team. We'll meet for 15-25 minutes to see if we're a good fit for the problems you're looking to solve.
Who to invite?
- Project Owner
- Marketing or Sales Leadership
Define the Scope
After we've established that we're a strong fit, we'll schedule 45 minutes to chat through the specifics of your implementation or integration repair.
Who to invite?
- CRM Administrator
- Project Owner
- Marketing or Sales Leadership
Review the Statement of Work
Now that we have a good understanding of what you're looking for, we'll send over a quote for your review. Your team can review the line items and evaluate the defined scope against your needs and budget.
What will be included?
- Line item view of the work to be done
- Pricing
- Contract terms (payment, delivery timeline)
Project Kickoff
Once the contract is signed, we'll schedule a 45 minute kickoff call.
Agenda:
- Introductions
- Project Overview
- Goal Setting
- Learning & Development
Who should attend?
- CRM Administrator
- Project Owner
- Marketing or Sales Leadership
Get to Work
The team will get to work on the scope we've defined and keep you informed along the way.
We'll schedule weekly check-ins with your team and keep you up to date on progress via our project management tool.
Who will be doing the work?
Sawyer Klein, Maura Barton, and Micah Allen on the Client Services team.
Investment Level
We support HubSpot implementations with the HubSpot Salesforce integration.
We will also implement HubSpot Enterprise without the Salesforce integration.
Our implementations start at $12,000 for HubSpot with the Salesforce integration and $8,000 for just HubSpot.
What will increase the price from the base line?
- Contact volume (100k included in base line)
- Implementing from scratch or migrating platforms (Marketo > HubSpot; Pardot > HubSpot, etc.)
- Asset migration (emails, landing pages, etc.)
- Automation complexity
We will implement the HubSpot Salesforce integration from scratch or fix an integration gone wrong.
Our implementations start at $12,000 for HubSpot with the Salesforce integration and $15,000 for repairing the integration.
What will increase the cost of repair from the base line?
- Contact volume (100k included in base line)
- Duplicate volume (run a free Insycle assessment to grade your data)
- Sync error volume (20 errors included in base line)
- Automation complexity
Looking to learn how to integrate HubSpot and Salesforce rather than working with a consultant?
We've created an 8-module course explaining the ins and outs of the HubSpot Salesforce integration that shows you how to build automations in HubSpot and Salesforce to maximize your use of both platforms.
This course contains the how-to behind the work in our $30,000 consulting contracts. So, if you'd rather DIY - this is for you! A license to the course is $3,000 and can be snagged here.
Need an hour with a HubSpot Salesforce integration expert? Not a problem. It's hard to find technical experts in HubSpot AND Salesforce. So, we'd like to remove the barrier for you.
We offer hourly consulting at $300/hour. If you'd like to chat directly with one of our team members without a contract, you can purchase and book time here.
We'll ask for a brief summary of the issues you'd like to cover and come ready to unblock your current challenges. We can usually fix 2-3 issues during the hour.