Salesforce

How do I sync Salesforce accounts?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

HubSpot can sync with Salesforce Accounts as long as you are on version 2.56.4 of the connector (or higher). HubSpot recommends updating to the newest version when possible.

Please note: HubSpot is not currently able to create accounts in Salesforce.

To enable the Account Sync:

  • In HubSpot, go to the Account Menu > Integrations.

  • Click Salesforce Settings.
  • Under the CRM Sync section, check the checkbox for Sync Salesforce Accounts with HubSpot Companies.

  • You will now be able to see Account information for HubSpot contacts by clicking the Company link on the left-side menu of any contact.
    • Account information will not automatically sync across for all HubSpot Contacts, but rather as each is updated in either HubSpot or Salesforce.
    • To force a mass-sync, navigate to Contacts > Imports > Import from Salesforce > Import All Accounts (this will not bring any new contacts into HubSpot, but only update the existing ones.)