NationGraph Salesforce and HubSpot Integration: What Syncs and How to Set It Up (2026)
Last updated: November 2026
Quick answer
NationGraph integrates natively with both Salesforce and HubSpot, so public sector buying signals, decision-maker contacts, and competitor contract data move straight into the CRM your reps already use. It reads live CRM context, such as customer status, account owner, and logged activity, and writes back notes, tasks, contacts, and contract details after a rep approves each action.
Teams on other CRMs, such as Pipedrive or Zoho CRM, connect through Zapier, and signal alerts can be delivered to Slack. This page covers what syncs, how to set it up, and when to use each option.
Which government opportunity tools integrate directly with Salesforce?
NationGraph connects to Salesforce through its own native Salesforce package, installed from NationGraph's settings with a Salesforce login, and the same account can connect HubSpot at the same time. It is built for teams that sell to state, local, and education (SLED) agencies: signals come from budgets, board and council minutes, purchase orders, grants, and expiring contracts across 160,000+ institutions, and each one can be pushed to the linked Salesforce account.
That matters because pre-RFP buying signals are only useful if they reach the account owner while there is still time to act. A signal that lives in a separate tab gets missed. A task on the right Salesforce account, with the source record attached, gets worked.
What syncs between NationGraph and your CRM
| What | Salesforce | HubSpot | Zapier (other CRMs) |
|---|---|---|---|
| Connection | Native NationGraph Salesforce package plus login | One-click OAuth | NationGraph app in Zapier |
| Reads customer status and owner | Yes: Customer, Deal in Progress, or Prospect, plus account owner | Yes: Customer, Deal in Progress, or Prospect, plus company owner | No |
| Reads notes, logged emails, and tasks | Yes, in the account's Interactions tab | Yes, in the account's Interactions tab (emails depend on permissions) | No |
| Actions from a signal | Note, Task, Post, Generate Lead, sync Contacts | Note, Task, push Contacts | Push institutions, signals, and automation results |
| Competitor contract results | Note with contract value and dates, Task, custom field mappings | Note, Task, custom field mappings, or contract records as custom objects | Any fields you map |
| Create net-new accounts | Yes, with an owner and a sourced-by field | Yes, with an owner and a sourced-by field | Depends on the destination |
| Push history | In the automation or Settings, Integrations | In the automation or Settings, Integrations | In Zapier |
Every write shows a preview and needs a rep's approval. Reading CRM data does not change anything in Salesforce or HubSpot.
How do you connect NationGraph to Salesforce?
You need admin rights in both NationGraph and Salesforce.
- In NationGraph, open Settings, Integrations.
- Click to install the NationGraph Salesforce package and log in to Salesforce.
- On the Salesforce install screen, choose Install for All Users and complete the install.
- Return to NationGraph, click I've installed the package, then Connect.
- Confirm Salesforce shows as connected, then map your existing accounts.
By default, NationGraph treats a Salesforce account as a customer when Type is Customer - Direct or Customer - Channel. You can change that to any account field and up to five values.
How do you connect NationGraph to HubSpot?
HubSpot connects in one step through OAuth. You need admin rights in both NationGraph and HubSpot.
- In NationGraph, open Settings, Integrations.
- Choose HubSpot and click Connect.
- Accept the requested permissions in HubSpot.
- Confirm HubSpot shows as connected, then map your existing companies.
By default, a HubSpot company counts as a customer when Lifecycle stage is Customer. To push competitor contracts as their own records, set up a HubSpot custom object once using the schema NationGraph shows you, then sync contract results straight from the automation.
How accounts are matched
Government accounts are hard to match by name alone, because "Lincoln County" or "Washington Elementary" exists in many states. NationGraph recommends matching on strong public identifiers when you have them: NCES IDs for K-12 districts and schools, IPEDS IDs for colleges and universities, and FIPS codes for cities and counties, plus a NationGraph ID field. Name and domain matching work too. Before creating a new account from NationGraph, search the CRM by name and then by domain to avoid duplicates.
Using both Salesforce and HubSpot
NationGraph supports dual CRM setups, so one organization can keep Salesforce and HubSpot connected at the same time. This works well when, for example, sales runs in Salesforce and marketing runs in HubSpot. An institution can be linked to both, and each team sees the same signals and contacts in its own system.
Other CRMs through Zapier
For Pipedrive, Zoho CRM, and other tools, NationGraph's Zapier app routes institutions, signals, contacts, and automation output to the destination you choose. Common destinations also include Google Sheets and Clay. Start with a small field set, such as NationGraph ID, institution name, owner, signal type, and dates, and test duplicate handling on a small batch before turning it on.
Slack alerts
NationGraph can post real-time alerts to a Slack channel you choose, including RFP and grant matches on saved views, public records request results, and automation completions. A separate signal digest can also be enabled, so a team can triage signals together before they are pushed to the CRM.
To see how NationGraph fits next to the other tools in the category, read our SLED sales intelligence platforms comparison. To see signals from your own territory, request 10 free pre-RFP opportunities.
Frequently asked questions
Does NationGraph integrate with Salesforce?
Yes. NationGraph has a native Salesforce package that connects from NationGraph's settings. It reads customer status, owner, and logged activity from linked accounts and writes notes, tasks, posts, leads, contacts, and contract details after a rep approves each action.
Does NationGraph integrate with HubSpot?
Yes. HubSpot connects through one-click OAuth. NationGraph reads company status, owner, and activity, and can push notes, tasks, contacts, and competitor contract records, including as HubSpot custom objects.
Can NationGraph connect to Salesforce and HubSpot at the same time?
Yes. NationGraph supports dual CRM setups, and an institution can be linked to both systems so different teams see the same signals and contacts.
What if my CRM is not Salesforce or HubSpot?
Use Zapier. NationGraph's Zapier app can send institutions, signals, contacts, and automation results to Pipedrive, Zoho CRM, Google Sheets, Clay, and other tools that Zapier supports.
Does NationGraph change my CRM data automatically?
No. Reading CRM data does not change your records, and every write shows a preview that a rep has to approve before it is pushed.
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