The GTM Provider Directory

Documentation · Workflows

H
HubSpot
S
Salesforce
beginner2 minLast updated Apr 15, 2026

How to Sync HubSpot Contacts to Salesforce with Claude Code

Connect HubSpot and Salesforce in Deepline, describe the sync rules, and Claude handles the pull + transform + upsert. Useful for teams migrating or running both CRMs.

What you need

  • • HubSpot account (Any plan — Deepline works on whatever tier you have)
  • • Salesforce account (Any plan with API access — see provider docs)
  • • Claude Code installed locally
  • • ~2 minutes

Step-by-step

  1. 1

    Install Deepline

    One command installs the Deepline CLI and registers a workspace. Takes about 30 seconds. You only do this once per machine.

    curl -s "https://code.deepline.com/api/v2/cli/install" | bash
deepline auth register
  2. 2

    Connect HubSpot in the Deepline dashboard

    In the Deepline dashboard, click Integrations → HubSpot → Authorize. HubSpot's OAuth flow opens in a new tab — pick the account and confirm scopes (contacts read/write, notes write). Deepline handles the token refresh forever.

  3. 3

    Connect Salesforce in the Deepline dashboard

    In the Deepline dashboard, click Integrations → Salesforce → Authorize. Salesforce opens its OAuth consent screen — pick sandbox or production, approve scopes. Deepline manages the refresh-token flow and JWT rotation every 55 minutes.

  4. 4

    Chat with Claude

    Open Claude Code and describe the workflow in plain English. Deepline handles the tool calls, waterfall routing, rate limits, auth refresh, and dedup. An example prompt for this pair:

    > Pull HubSpot Contacts where lifecyclestage='opportunity' AND hubspot_owner_id is set. Upsert as Salesforce Leads using hs_object_id as External_Id__c. Map HubSpot lifecyclestage to Salesforce Status. Set LeadSource='HubSpot-Sync'.
  5. 5

    Deploy as a workflow

    Once Claude's one-off run looks right, type "Deploy this as a workflow" and tell it the schedule. Deepline wraps the exact prompt + tool chain as a recurring workflow with run history, billing, and alerting in the dashboard.

    > Deploy this as a workflow that runs every weekday morning at 8am.

Cost math

For 1,000 leads: $0.50

~0.05 credits per Contact synced. Both sides free. Deepline's credit pricing is pay-as-you-go — see code.deepline.com/docs/pricing for current rates.

Why do it in Claude Code

Waterfall routing by default

Deepline tries the cheapest provider first and only falls back if it misses. For HubSpot workflows, this means email enrichment stops at the first valid hit — you don't pay for the second and third provider unless you need to.

Deploy the exact prompt as a schedule

Once the one-off run looks right, "Deploy this as a workflow" wraps the same prompt + tool chain as a cron-scheduled workflow. Run history, per-run billing, and retry logic all live in the dashboard. No DevOps.

One place for every provider credential

HubSpot keys, Salesforce OAuth, waterfall fallbacks (Hunter, Dropcontact, Findymail, Prospeo) — all live in the Deepline dashboard. Rotate once; every workflow picks up the new credential automatically.

What people are saying

“The native HubSpot↔Salesforce integration won't create a Salesforce account if a HubSpot company has no associated contacts — a middleware layer solves this cleanly.”
— HubSpot Community thread

Citations sourced from community posts, vendor case studies, and engineering blogs. See src/data/workflow-social-proof.md in the repo for the full sentiment bank.

Troubleshooting

HubSpot integration shows red in the Deepline dashboard

Cause: HubSpot credentials are either expired, revoked at the provider side, or the account tier doesn't expose API access.

Fix: Click the integration row in the dashboard → Test Connection. If it fails, re-paste the API key (or re-run OAuth for OAuth-based providers). Confirm the provider account tier includes API access — most providers gate this to paid tiers.

Workflow run succeeds but 0 rows landed in the destination

Cause: The filter returned 0 matches, OR rows failed a downstream gate (email not verified, already in destination, deliverability check failed).

Fix: Open the run in the Deepline dashboard → expand the step-by-step trace. Every row's path is logged: matched/unmatched at each stage. Most frequent culprit is the email-verification gate. Loosen the filter or remove the gate in the prompt if that's the cause.

Scheduled workflow stopped firing

Cause: Either hit a provider rate-limit, ran out of Deepline credits, or the destination API returned 500s Deepline classified as permanent.

Fix: Dashboard → Workflows → Recent Runs. Failed runs show the exact error and a "Replay" button. Credits are visible top-right. Rate-limit issues auto-resume once the window resets; permanent errors need intervention.

FAQ

Do I need an Anthropic API key for this?

No. You need Claude Code (the CLI/IDE). Deepline provides the tool-execution layer and credit system. Your Claude Code subscription or Anthropic API key handles the LLM calls — Deepline handles the GTM actions underneath.

How does Deepline handle dedup across runs?

Built-in. For Salesforce as a destination, Deepline uses the provider-native idempotency key (email for HubSpot/Attio, External_Id for Salesforce, campaign-level dedup for Instantly/Smartlead/Lemlist). Reruns update existing records instead of creating duplicates.

Can I still use my own API keys?

Yes. Paste them in the Deepline dashboard under Integrations. Deepline uses your keys for the actual provider calls — you keep your provider contracts, billing, and rate limit allocation. Deepline's credit billing only covers the orchestration + waterfall layer.

What if my filter only matches 3 rows but the workflow says 1000?

Deepline runs exactly what you describe. The 1000 in cost-math is the reference cost per 1K rows — a 3-row run costs 3/1000 of that total. You never pay for rows that don't exist.

Can I combine this with a waterfall?

Yes. Mention it in the prompt — e.g. "If HubSpot doesn't return an email, fall back to Hunter → Dropcontact → Findymail." Deepline assembles the waterfall automatically and charges you only for the provider that successfully finds each row.

Related workflows

Salesforce → HubSpot

Connect Salesforce and HubSpot in Deepline, describe the sync rules, and Claude handles the SOQL + batch upsert.

HubSpot → Attio

Connect HubSpot and Attio in Deepline, describe the filter, and Claude pulls + maps + upserts as Attio People.

Apollo → Salesforce

Connect Apollo and Salesforce in Deepline, define your filter in the chat, and Claude runs the search + enrich + upsert. Deepline uses Apollo's person_id as External ID so reruns update existing Leads, never duplicate.

Want this workflow pre-configured?

Run it on Deepline or fork the full skill pack on GitHub. Either way, the code is yours to read and change.

Run it on Deepline →Fork the skill pack →