How to integrate Dealhub with Salesforce for seamless data syncing

If you’re stuck wrestling with duplicate data, manual exports, or sales teams copying info between tools, this guide’s for you. Integrating Dealhub with Salesforce can save real time (and sanity), but the process isn’t always as “plug-and-play” as the marketing suggests. Here’s how to get the two talking reliably—and what to watch out for so you don’t get blindsided.

Why Bother Integrating Dealhub and Salesforce?

If you’re reading this, you probably already know the pain: sales reps quoting in Dealhub, then having to update Salesforce by hand. It wastes time, introduces errors, and just feels ancient. A solid sync means:

  • Quotes, proposals, and pricing flow directly from Dealhub into Salesforce records.
  • Reps don’t have to double-entry or chase down the latest version.
  • Managers get a real view of pipeline and revenue, not a mess of mismatched data.

But don’t expect magic. The integration is powerful, but it needs careful setup, and there are a few gotchas to know.

Step 1: Get Your Prerequisites in Order

Before you start clicking around, make sure you have:

  • Admin access to both Salesforce and Dealhub.
  • A sandbox environment (strongly recommended). Testing in production is asking for trouble.
  • A clear map of what you want to sync. Are you pushing quotes, products, pricing, custom fields? List it out.
  • Latest API versions on both platforms. Old integrations break—save yourself the hassle.

Pro tip: Don’t assume your Salesforce org is “standard.” Custom fields or objects? Document them now. They can cause headaches later.

Step 2: Install the Dealhub Salesforce App

Dealhub provides a managed package for Salesforce, which is the official way to connect the two.

  1. Go to Salesforce AppExchange.

  2. Search for “Dealhub CPQ” or get the package link from your Dealhub account rep.

  3. Install in your sandbox first.

  4. Choose “Install for Admins Only” unless you’re sure everyone needs access immediately.

  5. Grant permissions.

  6. The package comes with permission sets. Assign these to users who’ll need to use the integration.

  7. Verify the install.

  8. Under “Installed Packages,” you should see Dealhub CPQ listed.

Heads up: Sometimes, installs throw obscure errors if your org has heavy customizations or old packages. Don’t be afraid to ping Dealhub support if something fails—better now than later.

Step 3: Connect Dealhub to Salesforce

Time to link your Dealhub account to Salesforce.

  1. Log in to Dealhub.
  2. Navigate to the integrations or admin settings.
  3. Find the Salesforce integration section.

  4. Click “Connect” or “Add Integration.” You’ll be prompted to log in to Salesforce.

  5. Authenticate with an admin Salesforce account.

  6. You’ll need to grant Dealhub access to read/write records.

  7. Map users.

  8. Match up Dealhub users with Salesforce users. This avoids confusion on who did what.

Don’t skip: Double-check that the right Salesforce instance (sandbox vs. production) is connected. Messing this up is surprisingly common.

Step 4: Set Up Data Sync—Objects, Fields, and Triggers

This is where most of the real work (and potential headaches) live.

Decide What to Sync

  • Typical objects: Opportunities, Quotes, Products, Price Books, Contacts.
  • Custom fields: If your org relies on custom fields, map them explicitly.

Map Fields

  1. In Dealhub, go to the Salesforce mapping settings.
  2. For each object, select which fields sync to which Salesforce fields.
  3. Some fields are mapped by default, but review each one.

  4. Decide on sync direction: One-way (Dealhub → Salesforce), or two-way.

  5. For most sales orgs, one-way is safer—let Dealhub push data, with Salesforce as the source of truth for accounts and contacts.

Pro tip: Start with a narrow sync. It’s tempting to sync everything, but that just creates noise and risk. Begin with core fields, expand once you’re confident.

Set Up Triggers/Automations

  • When should data sync? (e.g., when a quote is finalized in Dealhub, push to Salesforce Opportunity.)
  • Automate where possible, but avoid over-automation—unexpected triggers can spam your Salesforce with updates.

Step 5: Test, Test, and Test Again

This is the step most teams rush—and regret later.

  1. Create test records in Dealhub.

  2. Try different scenarios: simple quote, multi-product quote, discounts, etc.

  3. Check Salesforce.

  4. Did all the right fields update? Did anything break or overwrite unexpectedly?

  5. Test error handling.

  6. What happens if a required field is missing? Does Dealhub warn you, or does Salesforce reject the update?

  7. Test user permissions.

  8. Can non-admins create and sync records as expected? Are any permissions too loose?

What to ignore: Don’t waste time customizing the “look and feel” of records yet. Focus on data integrity first.

Step 6: Roll Out to Production (Carefully)

Once you’ve hammered out the kinks in a sandbox, you’re ready to go live.

  1. Repeat install steps in production.
  2. Reconnect Dealhub to your live Salesforce org.

  3. Double-check you’re not pointing to the sandbox by mistake.

  4. Migrate or remap any customizations from sandbox.

  5. Train users.
  6. A short live demo goes further than a long PDF.

Pro tip: Roll out to a small user group first. Let them try real deals for a week before a full rollout. You’ll catch edge cases you missed.

Step 7: Monitor, Maintain, and Iterate

Don’t assume “set it and forget it.” Integrations break, especially after Salesforce updates.

  • Set up alerts for sync failures. Both Dealhub and Salesforce can fire off error emails—make sure someone’s checking them.
  • Review records weekly at first, then monthly. Look for mismatches or missing data.
  • Update field mappings if your sales process changes.
  • Stay skeptical of new features. Sometimes “upgrades” break existing flows. Test before enabling anything major.

What Works, What Doesn’t, and What to Ignore

What works: - Out-of-the-box sync for standard objects is reliable if you keep things simple. - User mapping and permissions are straightforward—just do it carefully.

What doesn't: - Heavy custom fields or nested objects can cause weird errors or partial syncs. - Two-way sync sounds nice, but usually creates more problems than it solves unless you have tight data governance.

What to ignore: - Overly complex automations. Start with the basics, add complexity only if you need it. - Custom UI or dashboards in phase one. Get the data flowing first.

Wrapping Up

Getting Dealhub and Salesforce to play nicely is all about clear mapping, careful testing, and resisting the urge to sync “everything.” Start small, keep your integration simple, and make changes one at a time. If something breaks (and it probably will, eventually), you’ll be glad you kept things clean. Iterate as you go—your future self will thank you.