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Import Salesforce records

Last updated: November 27, 2023

Available with any of the following subscriptions, except where noted:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

If you have the HubSpot-Salesforce integration enabled, you can import Salesforce leads, contacts, accounts, opportunities, tasks, and campaigns into HubSpot.

  • In your HubSpot account, navigate to Contacts > Contacts.
  • In the upper right, click Import.
  • Click Start an import.
  • Select Integrations Salesforce records, then click Next.
  • Select the Salesforce object you want to import: Everything, Leads, Contacts, Leads & Contacts, Accounts, Opportunities, Tasks, A campaign.

Please note: to import a campaign, it must be set to Active in Salesforce.


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Filter the import

You can filter the import to only import in objects from Salesforce based on their create or update date properties. To do so:

  • In the Filter by create or update date section, click Add.
  • In the slide-in panel, select the Filter type and click Apply filter.
  • Select a property operators and click Done

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Review the import

On the Confirm Import screen, review your Salesforce import:

  • If you select Everything, note that large imports may take several hours in order to make the best use of your Salesforce API calls.
  • If you select Leads, Contacts, Leads & Contacts, Accounts, Opportunities, or Tasks, review the number of records that will be imported from Salesforce into HubSpot.
  • If you select A campaign, click the Choose a campaign dropdown menu and select the Salesforce campaign to import into HubSpot, then click Review.
  • If you select Leads, Contacts or Leads & Contacts, click the Selective Sync switch to add these records to your inclusion list. 
  • Click Begin import.
  • You'll be redirected back to the Imports screen. When your import is complete, it will appear in the import table. 
  • Click View import errors to view any errors for your Salesforce import. 

Please note: if you are importing leads and/or contacts from Salesforce, only the lead/contact's email address will be synced over from Salesforce at the time of import. In accounts with no inclusion list, or for contacts in an inclusion list, a sync is automatically triggered after the import, which will sync over the remaining Salesforce field values. For contacts not in the inclusion list, all other contact properties will remain blank.

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