Salesforce

How do I enable Salesforce to create new contacts in HubSpot?

Last updated: November 15, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

The auto-add capability of the HubSpot Salesforce integration enables Salesforce to create contacts in HubSpot when they are created or updated in Salesforce. To enable this feature:

  • 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 Creating Contacts in HubSpot section.
  • Select an option for your Salesforce Leads and Salesforce Contacts:
    • If you choose If eligible to sync, create a contact when a Salesforce lead/contact is created, your leads and contacts created in Salesforce will need to have a unique, valid email address upon creation in order to sync to HubSpot.
    • If you choose If eligible to sync, create a contact when a Salesforce lead/contact is created or an existing lead/contact is updated, a contact will be created in HubSpot when a Salesforce lead or contact is created with a unique, valid email address or when a unique, valid email address is added to an existing lead or contact in Salesforce.
bi-driectional sync options

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