Salesforce

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

Last updated: November 15, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional
Service: N/A

You can specify whether HubSpot contacts should be created as leads or contacts in Salesforce when they sync to Salesforce for the first time:

  • 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 Creating Records in Salesforce: Default Object section and select either Lead or Contact. Your changes will be saved automatically.

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