Contacts

How do I import my sales data from Salesforce into the HubSpot CRM?

Last updated: April 3, 2017

Available For:

Marketing: N/A
Sales: Professional

Setting up your HubSpot CRM to sync with Salesforce allows you to have the crucial information in both systems to enable your organization to sell better, faster.

The HubSpot-Salesforce CRM integration is available only to subscribers of HubSpot Sales Professional or HubSpot's Marketing platform 

 

The Salesforce objects HubSpot syncs with are:

  • Leads/Contacts
  • Accounts
  • Opportunities
  • Tasks/Activities

HubSpot will begin by moving over the different objects one-by-one in order to help HubSpot CRM create the correct connections between Contacts, Companies, and Deals, ensuring that all of the data that you want to be in HubSpot is there, and set up to sync on an ongoing basis with Salesforce.

 

Quick Note on API calls

Syncing with the CRM uses additional Salesforce API calls. If you are using the Marketing product, you will need 20-30% more calls at your disposal than you use today. You should also have your limit set in HubSpot.

Now that you have your API calls set up properly, you can start by importing your data into HubSpot and turning on syncing with new objects.

Step 1: Import all contacts

If you haven’t already, import all of the contacts that you need from Salesforce into HubSpot. Since HubSpot only imports accounts, opportunities, and tasks/activities associated with contacts in HubSpot, you’ll want to make sure this step is complete before moving on.

For more information on how to do so, follow the instructions here.

Step 2: Import all accounts associated with contacts

Now you’ll want to import the accounts associated with those contacts. You can do so by turning on Account Sync if you haven’t already and then importing all of your accounts. This might already be done for you if you’ve been using Account sync with the Marketing product for a while.

For more information on how to do so, follow the instructions here.

Step 3: Turn on and import all Opportunities associated with contacts or accounts

Next, HubSpot will turn on syncing the Opportunity object in Salesforce to the HubSpot deal and begin importing your historical deals. When this step is done, you will have a pipeline style view of your deals with your custom stages from Salesforce inside of HubSpot.

For more information on how to do so, follow the instructions here.

Step 4: Turn on and import all Tasks/Activities associated with Contacts

Lastly, you’ll want to turn on Task syncing so that reps can log an activity in HubSpot and have that activity sync over to Salesforce for their manager. This works for both past activities and scheduled events in the future. HubSpot will sync to Salesforce the following engagements as activities:

  • Emails
  • Notes
  • Calls
  • Tasks 
  • Scheduled Events

The integration will also sync back to HubSpot activities as Tasks from Salesforce (just the subject of the activity at this time).

For more information on how to do so, follow the instructions here.