Salesforce

Sync Salesforce accounts to HubSpot

Last updated: October 18, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise

Salesforce accounts sync to HubSpot as companies.

  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • In the Salesforce integration, click the More dropdown menu and select View settings.
  • On the next screen, select the General tab.
  • In the CRM Objects setting, select the checkbox in the Sync? column for Companies.

Learn how to import your Salesforce accounts to HubSpot.

When will HubSpot create a new account in Salesforce?

The Salesforce integration will create an account in Salesforce if the HubSpot company is associated with syncing contacts or if a user has manually forced the HubSpot company to sync. A Salesforce account does not require an associated contact to create a company in HubSpot

If a company is created in HubSpot, the connector will automatically create an account in Salesforce if:

If a company is created in HubSpot, the connector will not automatically create an account in Salesforce if:

  • The company is not associated with any HubSpot contacts.
  • All of the company’s associated HubSpot contacts are syncing with Salesforce leads.
  • None of the company’s associated HubSpot contacts qualify for your HubSpot Salesforce inclusion list.

You can manually create a new account in Salesforce by clicking Sync in the Salesforce Sync card on the HubSpot company record.

Learn how to sync Salesforce deals to HubSpot as opportunities.

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