Sync records between HubSpot and Salesforce

In the HubSpot-Salesforce integration, you can create and use an inclusion segment to control which contacts sync between HubSpot and Salesforce. Contacts that aren't in your segment won't sync between HubSpot and Salesforce.

Before you get started

Before you start using a segment, please note the following: 

• Only active segment can be set as your Salesforce inclusion segment, as they will update dynamically as contacts meet or don't meet your segment criteria.
• Selecting a segment as your inclusion segment will not automatically sync the segment with Salesforce. Members of the segment will only sync with Salesforce when a sync is triggered. Learn how to manually resync a segment with Salesforce.
• If new or existing Salesforce leads or contacts are set to automatically create HubSpot contacts in your integration settings, a new contact will be created or an existing contact will be synced in HubSpot when a Salesforce lead or contact is created, even if the HubSpot contact is not in your inclusion segment. Further updates to the contact or lead from either HubSpot or Salesforce will not sync to the other platform until they meet the segment criteria.

Set up an inclusion segment

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Salesforce.
3. Click the Contacts tab.
4. In the Limiting what syncs section, click the dropdown menu and select an existing active segment. To create a new active segment, click + Create Inclusion List.

• • If you select an existing active segment, the setting will update automatically.
  • If you click + Create Inclusion List, you'll be redirected to create a new segment in the segments tool.
    
    • In the top left, click the pencil icon edit and enter a name for the segment, then select your criteria. Learn more about determining your segment criteria.
    • In the upper right, click Review and save. Your segment may take some time to process.
    • Return to your Salesforce integration settings. In the Inclusion List setting, click the dropdown menu and select the newly-created active segment. The setting will update automatically.

Understand Salesforce imports and inclusion segments

Importing Salesforce records into HubSpot allows you to bring existing data from your Salesforce instance directly into your HubSpot account.

If you're importing leads or contacts from Salesforce, only the lead's or contact's email address will be synced over from Salesforce at the time of the import. In HubSpot accounts with no inclusion segment, or for contacts in an inclusion segment, a sync is automatically triggered after the import, which will sync over the remaining Salesforce field values. For contacts not in the inclusion segment, all other contact properties will remain blank after the initial import.