Salesforce

How do I map the HubSpot Persona property to Salesforce?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

To map the HubSpot Persona property to Salesforce, you will first need to create a new custom picklist field in Salesforce, then return to HubSpot to establish a new contact field mapping.

1. Create field in Salesforce

  • In Salesforce, navigate to Setup > Customize > Leads/Contacts > Fields
  • Click New in the Custom Fields & Relationships section
  • Choose the field type Picklist
  • Enter the label you would like to use (we recommend HubSpot Persona)
  • Enter the picklist values to match each of the HubSpot Persona labels
    • These values must match the values that exist in the HubSpot Persona property. You can find the values in HubSpot by navigating to Contacts > Contacts Settings > Contact Properties > Persona and clicking Edit options. We highly recommend copying and pasting each value from HubSpot to the field options in Salesforce.

  • Click Next within Salesforce once you've set your picklist options.
  • Choose the Salesforce profiles that can see this field. In most cases, you will want all profiles to be able to see this field. Click Next.
  • Add the field to the appropriate page layouts. Click Next.
  • Click Save to finish creating the Salesforce field.

2. Create a new contact field mapping in HubSpot

  • Navigate to Account Menu > Integrations.
  • Click Settings in the Salesforce section.
  • Select Contact Field Mappings in the left sidebar menu.
  • Click Add new field mapping.
  • Choose the existing HubSpot Persona property and the newly created Salesforce field.
  • Select the Use most recent value update rule to make sure that updates in HubSpot to this property will sync to Salesforce. 
  • Click Save Mapping.

You can learn more about creating field mappings here.