Salesforce

Sync Salesforce reference fields

Last updated: July 24, 2018

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise

Reference fields are sent from Salesforce to HubSpot as an 18-digit ID, not the label that you see in Salesforce. While HubSpot is unable to automatically pull in these labels, you can map the reference field to a custom dropdown property created in HubSpot.

Once your mapping has been created, you can manually edit the labels of the dropdown options for the property in HubSpot when new values are created in Salesforce.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • Identify and hover over the property used in the mapping, then click Edit.
  • Scroll down to Dropdown options. The Internal Value column will show the 18-digit ID from Salesforce.
  • Edit the Label for the dropdown option(s) to match the value(s) that appear in Salesforce. 

  • Click Save at the bottom left. You'll now be able to use these reference fields to segment based on the labels, instead of the IDs.

Please note: this method requires ongoing maintenance. If a new value is added to the Salesforce reference field, you have to manually edit the label of the corresponding option in the HubSpot property.

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