Salesforce

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

Last updated: November 15, 2017

Applies to:

Marketing Hub: Pro, Enterprise
Sales Hub: 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.

There is no inclusion list from Salesforce to HubSpot. Instead, select an option for Salesforce leads and Salesforce contacts depending on your needs. 

A Salesforce lead or contact is eligible to sync if they are created with a value for the email field and are visible to the integration user.

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. See this page for information on Salesforce Selective Sync, which is not supported by the HubSpot Support team.

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