Salesforce

Import Salesforce records

Last updated: December 18, 2018

free

If you have the HubSpot-Salesforce integration enabled, you can import Salesforce leads, contacts, accounts, opportunities, tasks, and campaigns into HubSpot.

  • In your HubSpot account, navigate to Contacts > Contacts.
  • In the upper right, click Import.
  • Click Start an import.
  • Select Salesforce records, then select the Salesforce object you want to import: Everything, Leads, Contacts, Leads & Contacts, Accounts, Opportunities, Tasks, A campaign.

  • In the bottom right, click Review.
    • If you select Everything, note that large imports may take several hours in order to make the best use of your Salesforce API calls.
    • If you select Leads, ContactsLeads & ContactsAccountsOpportunities, or Tasks, review the number of records that will be imported from Salesforce into HubSpot.
    • If you select A campaign, click the Choose a campaign dropdown menu and select the Salesforce campaign to import into HubSpot, then click Review.
  • Click Begin import.
  • You'll be redirected back to the Imports screen. When your import is complete, it will appear in the import table.