Salesforce

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

Last updated: November 15, 2017

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise

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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