Connect Sample Activity to Salesforce and HubSpot
SampleHQ connects with Salesforce and HubSpot so teams can work with sample orders in broader CRM context. Look up contacts, validate addresses, surface sample orders inside CRM workflows, and connect sample activity to opportunities, deals, and revenue attribution.
Sample Activity Is More Valuable in CRM Context
Without a CRM connection, sample orders often sit outside the customer record, making it harder to see who received what, which opportunity or deal the samples supported, and how that activity connects to pipeline or revenue. SampleHQ helps bridge that gap by connecting sample workflows to the contacts, companies, accounts, opportunities, and deals your team already uses every day.
Look up the right contact
Users can look up contacts from both Salesforce and HubSpot directly inside SampleHQ, making it easier to tie sample orders to the right recipient and company.
Keep address data cleaner
SampleHQ validates shipping addresses and allows users to update their contact's address from SampleHQ back into the CRM.
Connect samples to commercial records
Connected CRM workflows make it easier to work with sample orders alongside the companies, contacts, opportunities, and deals that shape commercial activity.
Sample requests that create CRM records automatically
When a customer submits a sample request through your embeddable form, SampleHQ auto-creates the contact and deal in your CRM. No manual entry. No missing leads.
A More Connected Workflow for HubSpot Teams
For teams using HubSpot, SampleHQ brings sample activity closer to the records sales teams already work in — making sample order history easier to view and enabling attribution workflows.
Salesforce Workflows Based on Edition Capabilities
SampleHQ connects with Salesforce across editions, but the in-CRM workflow depends on the Salesforce version. This gives teams a practical way to keep sample activity connected to Salesforce while working within real platform limitations.
Salesforce Enterprise
Includes a Sample Orders custom object inside Salesforce, where users can view sample orders and delivery status in CRM context and link the relevant opportunity to each order directly within Salesforce.
Lower Salesforce Editions
Connection remains supported, with opportunity linking handled through SampleHQ as native in-Salesforce linking is not available for lower editions.
Search your CRM without leaving the chat
Your AI assistant has full access to your connected CRM. Find contacts, look up account history, and check deal status through a simple conversation.
What Teams Improve With CRM Integrations
See How SampleHQ Works With
Salesforce and HubSpot
Start a 14-day FREE trial or book a demo to see how SampleHQ helps your team look up CRM contacts, validate addresses, surface sample orders in CRM context, and connect sample activity to deals and revenue attribution.