Salesforce

How do I sync a Salesforce formula field with HubSpot?

Last updated: November 15, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional
Service: N/A

To map a Salesforce formula field to a HubSpot contact, company, or deal property:

  • In your HubSpot account, click your photo or avatar in the top right-hand corner, then click Integrations.
  • Scroll down to Salesforce and click Settings.

  • Scroll down to the CRM Objects section, then click Manage mappings on the right of Contacts, Companies, or Deals.
  • Click Add new field mapping.
  • In the dialog box that appears:
    1. Select the HubSpot contact property under What HubSpot property would you like to map?
    2. Select the 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: Use most recent value and Use Salesforce value unless blank will not be options for formula fields.)
  • Click Save Mapping.

Please note: after you have set up your field mapping to a Salesforce formula field, an update to the formula field 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.

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