What This Workflow Does
This automation bridges the gap between your sales engagement platform (Salesloft) and both your CRM (HubSpot) and marketing automation system (Marketo). Whenever a new contact appears in Salesloft, the workflow automatically creates corresponding records in HubSpot and Marketo while preventing duplicates across all systems.
The solution solves a critical operational challenge for sales and marketing teams. Without automation, sales reps must manually enter prospect information into multiple systems, wasting valuable selling time. Meanwhile, marketing loses opportunities to immediately nurture new leads with targeted campaigns. This workflow eliminates those inefficiencies while ensuring data consistency across platforms.
How It Works
1. New contact detection in Salesloft
The workflow monitors Salesloft for new people records added to your cadences or campaigns. It captures all relevant contact details including email, phone, company information, and custom fields.
2. Duplicate checking in HubSpot
Before creating any records, the system checks HubSpot for existing contacts matching the Salesloft record's email address. If found, it updates the existing record rather than creating a duplicate.
3. HubSpot contact creation/update
The workflow creates a new HubSpot contact (or updates an existing one) with all mapped Salesloft fields. It can also associate the contact with relevant deals, companies, and custom properties.
4. Marketo lead synchronization
Simultaneously, the system checks Marketo for matching leads. If none exist, it creates a new Marketo lead record with all available data, enabling immediate inclusion in nurture campaigns.
Pro tip: Configure lead scoring rules in Marketo to automatically prioritize contacts synced from Salesloft, as they've already shown sales readiness.
Who This Is For
This workflow delivers the most value for B2B companies using Salesloft for sales engagement alongside HubSpot CRM and Marketo for marketing automation. Ideal users include:
- Sales operations teams tired of manual data entry between systems
- Marketing teams wanting faster access to sales-qualified leads
- Revenue operations leaders focused on improving sales-marketing alignment
- Growth-stage companies scaling their outbound sales processes
What You'll Need
- Active accounts in Salesloft, HubSpot, and Marketo with admin access
- API credentials for all three platforms
- Field mapping plan between systems
- Make.com account (formerly Integromat)
Quick Setup Guide
- Install the template in your Make.com account
- Connect your Salesloft, HubSpot, and Marketo accounts
- Configure field mappings between systems
- Set up duplicate checking parameters
- Test with sample data before going live
- Schedule the workflow to run in real-time or batch mode
Key Benefits
Eliminate 4+ hours per week of manual data entry by automating contact synchronization between sales and marketing systems.
Improve lead response time by 80% by ensuring marketing receives new prospects immediately after sales engagement.
Reduce duplicate records by 95% through automated cross-system checking before record creation.
Increase marketing campaign conversion rates by nurturing sales-qualified leads with perfectly timed, personalized messaging.
Enhance sales productivity by removing CRM data entry tasks from reps' workflows.