Salesforce

Does HubSpot Sync with the Salesforce Opportunity Object?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Yes, HubSpot syncs with the below standard fields on the Salesforce Opportunity object: 

  • Owner
  • Create date
  • Close date
  • Name
  • Type
  • Description
  • Amount
  • Stage

You can also create custom field mappings for the Deal object. Learn more here.

Please note: At this time, HubSpot will not be able to sync opportunities with Salesforce multi-currency organizations.

To turn Opportunity syncing on in your HubSpot account, follow the instructions below: 

  • Within HubSpot, navigate to Account Menu > Integrations.

  • Select Settings under your Salesforce Integration section

  • Scroll down the CRM Sync section and check the box for Sync Salesforce Opportunities and HubSpot Deals from the dropdown menu.
This will sync opportunities to HubSpot the next time a deal associated with a contact in HubSpot is created or updated.

To import all of your existing opportunities associated with HubSpot contacts, within HubSpot, follow the steps below:

  • Navigate to Contacts > All Contacts
  • Click Import at the top-right of the screen
  • On the Import Status dashboard, click Import Contacts
  • From the pop-up window, choose Import from Salesforce then click Next 
  • Select Opportunities associated with contacts or accounts from the dropdown menu
Screen_Shot_2016-04-21_at_10.02.49_AM.png

When you associate a Salesforce contact with an opportunity, HubSpot's Salesforce connector will update the HubSpot lifecycle stage, as well as sync additional properties from the most recently created opportunity.

When you create or update a deal in the HubSpot CRM that is associated with a contact or company that is syncing to Salesforce, the opportunity will be created or updated in Salesforce. When you create or update an opportunity in Salesforce that is associated with a syncing contact or company, the deal will be created or updated in HubSpot.

Contact properties that sync with opportunities

HubSpot's Salesforce integration will update four fields on the HubSpot contact record. These fields can be used to segment lists and create custom reports. The four fields are:

  • Recent Deal Close Date - the date of the most recently Closed Won opportunity.
  • Associated Deals - number of associated opportunities
  • First Deal Created Date - Date the opportunity was created.
  • Recent Deal Amount - The amount of the Closed Won opportunity most recently created and associated with this contact.
contact-deal-properties-and-values.png

Please note that Recent Deal Amount syncs the most recently created deal, not the most recently closed deal.

In addition, there is a Total Revenue field which adds up the revenue generated from each of a contact's associated opportunities. In the example below, the most recent deal amount was $500, but this contact is also associated with a deal worth $2,000, so the Total Revenue is $2,500.

Company properties that sync with opportunities

These same properties are available at the company level for opportunities associated with synced Salesforce accounts (HubSpot companies).