Salesforce

How do I tell HubSpot which type of record to create in Salesforce?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Within your Salesforce integration settings in HubSpot, you may specify which record type (either Lead or Contact) HubSpot contacts should be created as when they sync to Salesforce for the first time and are created as a brand new record in Salesforce.

  • In your HubSpot account, navigate to Account menu > Integrations.
  • Within the Salesforce section, click Settings.
  • Scroll down to the New record type section and select either Lead or Contact from the dropdown menu > click Save at the bottom.

Now when a new record is created in Salesforce via HubSpot, the new record in Salesforce will be created as a particular type based on this setting.