Salesforce

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

Last updated: January 9, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

The auto-add capability of the HubSpot/Salesforce sync enables Salesforce to create contacts in HubSpot when they are created in Salesforce. Even without this feature turned on, records that originated in HubSpot will still continue to sync data to and from Salesforce.

Please note: 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 an email address is added to a lead or contact in Salesforce after creation, the record will not automatically be created in HubSpot.

To enable this feature:

  • In HubSpot, navigate to Account Menu > Integrations.
  • Under the Salesforce section, click Settings.
  • Scroll down to the Creating Contacts in HubSpot section.
  • Decide if you want newly created Salesforce leads, contacts, or both to sync to HubSpot and select the relevant options.

bi-driectional sync options