Salesforce

Can I make an Inclusion List for records in Salesforce?

Last updated: December 13, 2016

An Inclusion List limits the contacts in HubSpot that are allowed to sync from HubSpot to Salesforce. Contacts that are not on the list in HubSpot will not sync to Salesforce until changes are made in HubSpot to have the contact meet the criteria. Because a contact cannot be evaluated against HubSpot criteria until they exist in HubSpot, Inclusion Lists cannot stop records from being created in HubSpot when the auto-add setting is enabled. Some things to remember regarding Inclusion Lists and Salesforce:

  • If the auto-add setting is turned on, new leads/contacts created in Salesforce will be created in HubSpot regardless of Inclusion List criteria
  • After the initial sync from Salesforce, contacts that do not meet the Inclusion List criteria will not receive updates from Salesforce until they are edited in HubSpot to meet the list criteria

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