Import Salesforce records

Last updated: July 26, 2018

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.
  • Click Import in the upper right.
  • Click Start an import in the upper right.
  • Select Salesforce records.
  • Select the Salesforce object you want to import: Everything, Leads, Contacts, Leads & Contacts, Accounts, Opportunities, Tasks, A campaign.

  • Click Review in the bottom right.
    • 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, ContactsLeads & ContactsAccountsOpportunities, 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 in the bottom right.
  • Click Begin import in the bottom right.
  • You will be redirected back to the Imports screen. When your import is complete, it will appear in the import table.

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