Salesforce

How can I get a Salesforce formula field to sync with HubSpot?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Please follow the steps detailed below to map a Salesforce formula field to a HubSpot contact or company property.

 

  • Navigate to your Account Menu > Integrations.
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  • Under Salesforce, click on Settings > Contact Field Mappings > Add new field mapping.
  • On the Create Mapping window, proceed to:
    1. Select the desired HubSpot contact property under What HubSpot property would you like to map?
    2. Select the desired Salesforce formula field under What Salesforce field would you like to map it to?
    3. Select the appropriate mapping update rule under When should HubSpot data update the corresponding Salesforce field? (Note: "Always" and "Only if Blank in Salesforce" will not be options for formula fields.)
  • When ready, click on Save Mapping to create the mapping.
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Great, you can now set mappings between Salesforce formula fields and HubSpot contact properties.

Please note: After you have set up your field mapping to a Salesforce formula field, it's important to note that an update to the formula field on its own won't automatically trigger a sync. A non-formula field must be updated to trigger a sync, at which point the updated value in the formula field will sync over.