Salesforce

How do I restrict HubSpot from updating fields in Salesforce?

Last updated: November 16, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

By default, HubSpot properties are set to update Salesforce fields only if there is no value in the corresponding field. If HubSpot attempts to update a Salesforce field that already contains a value, the value in HubSpot will be overwritten with the value in Salesforce. To change this setting:

  • 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 CRM Objects section, then click Manage mappings on the right of Contacts, Companies, or Deals.

  • Locate the field mapping to edit, then click the gear iconEdit on the right.
User-added image
  • Under When should HubSpot data update the corresponding Salesforce field?, select one of the following:
    • Use most recent value: The most recent data from either system will populate the field. For example, if the HubSpot property has the latest data, it will overwrite the Salesforce field value.
    • Use Salesforce value unless blank: A HubSpot property value will overwrite a blank Salesforce field value. If the Salesforce field already has a value, it will be left untouched.
    • Use Salesforce value: A HubSpot property value will never overwrite any Salesforce field value, even if it is blank. Salesforce will only update the HubSpot property.
    • Disabled: data will never pass between the HubSpot property and Salesforce field.
  • Click Save Mapping.

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