Salesforce

How can I limit which contacts sync from Salesforce to HubSpot?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

With the Salesforce Connector enabled, there are a few options for syncing records from Salesforce to HubSpot.

To check on your portal's settings, navigate to Account Menu (to the left of your domain name/Hub ID) > Integrations > Salesforce Settings and scroll to the Creating Contacts in HubSpot section.

Because there is no Inclusion List from Salesforce to HubSpot, you must choose from these options. Check or uncheck the options for Salesforce Leads and Salesforce Contacts depending on your needs.

For records that are already syncing, these settings are not applicable.

For more details on creating a HubSpot Inclusion List to limit which contacts sync from HubSpot to Salesforce, click here. If you'd like to know more about what triggers a sync between HubSpot and Salesforce, check out this article.