Salesforce

Manage your Salesforce integration settings

Last updated: May 27, 2019

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

After installing the HubSpot-Salesforce integration, you can manage a number of integration settings:

 

Access your Salesforce integration settings

  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • In the Salesforce integration section, click the More dropdown menu and select View details.
  • The General tab displays the Salesforce integration settings.

 

Salesforce credentials

The Connected account displays the Salesforce username of the integration user. Here, you can change your Salesforce integration user or connect a different Salesforce account to HubSpot, or connect a new Salesforce sandbox to HubSpot.

 

API call use

This setting displays the number of API calls used by the integration within the past 24 hours. Under Allocated to HubSpot, you can adjust the number of Salesforce API calls allocated to HubSpot by entering a new number, then clicking Update.

The API call limit for HubSpot should be set based on your Salesforce API call limit, as well as your current Salesforce API call usage.

 

Sync settings

CRM objects

This section allows you to set up syncing between HubSpot and Salesforce CRM objects:

 

Timeline sync

HubSpot engagements (e.g., form submissions, email interactions, meetings, etc.) can be synced to Salesforce tasks. Learn how to sync activities and tasks between HubSpot and Salesforce.

 

Creating and deleting contacts

Deduplication

There are two required settings to deduplicate HubSpot contacts and existing Salesforce leads/contacts with the same email address, and Salesforce leads/contacts and existing HubSpot contacts with the same email address. These settings are selected by default and cannot be modified.

 

Creating records in Salesforce: Default object

This setting allows you to choose whether new HubSpot contacts should create Salesforce leads or contacts.

 

Inclusion list

This setting allows you to select or create an inclusion list to limit the contacts that sync from HubSpot to Salesforce. Contacts that are not in your inclusion list will not sync from HubSpot to Salesforce. Learn more about creating a Salesforce inclusion list.

 

Creating contacts in HubSpot

This setting allows you to choose when Salesforce leads or contacts should create HubSpot contacts:

  • Don't automatically create HubSpot contacts: new or existing Salesforce leads/contacts that are updated will not automatically create HubSpot contacts.
  • If eligible to sync, create a contact when a Salesforce lead/contact is created: new Salesforce leads/contacts created with a unique and valid email address will create HubSpot contacts.
  • If eligible to sync, create a contact when a Salesforce lead/contact is created or an existing lead/contact is updated: new Salesforce leads/contacts created with a unique and valid email address or existing Salesforce leads/contacts with a unique and valid email address that are updated will create HubSpot contacts.

Please note: if new Salesforce leads or contacts are set to create HubSpot contacts, a corresponding contact will be created or deduplicated in HubSpot when a Salesforce lead or contact is created, even if you have set up an inclusion list which the HubSpot contact is not in. Further updates to the contact/lead from either HubSpot or Salesforce will not sync to the other platform.

 

Deleting contacts from HubSpot

This setting allows you to choose which (if any) types of Salesforce record deletion will cause the corresponding HubSpot contact to be deleted.

 

More sync settings

Automatic lifecycle stage transitions

This setting allows you to choose if actions taken on an associated Salesforce record will impact the lifecycle stage of the corresponding HubSpot contact.

If Yes is selected, a Salesforce contact associated with an open opportunity will update the lifecycle stage of the corresponding HubSpot contact to Opportunity. If the opportunity is marked as Closed Won in Salesforce, the lifecycle stage of the corresponding HubSpot contact will change from Opportunity to Customer.

Please note:

  • This setting will not move a HubSpot contact's lifecycle stage backwards. For example, if a HubSpot contact already has a lifecycle stage of Customer, they will not move back to Opportunity if their corresponding Salesforce contact is associated with an open opportunity.
  • The lifecycle stage of a HubSpot contact will not impact any corresponding Salesforce records. For example, setting the lifecycle stage of a HubSpot contact to Customer will not convert the corresponding Salesforce lead to a contact.
  • The Salesforce contact must be associated with the opportunity via contact roles. Custom relationship fields between Salesforce contacts and opportunities, as well as opportunities with no contact roles, will not trigger automatic lifecycle stage transitions.
  • If the companies Lifecycle stage sync setting is enabled, any other HubSpot contacts that are associated with the same company will also have their lifecycle stage updated.

 

Salesforce State and Country list

This setting allows you to choose if default state and country values in HubSpot should be converted to pass validation for Salesforce's State and Country picklists.

  • If you have enabled State and Country picklists in Salesforce, select Yes.
    • By default, the State/Region and Country properties in HubSpot are single-line text field types. If you want to sync Salesforce State and Country picklists with these default properties, conflicts will frequently occur because non-standardized values can be entered in HubSpot, which will not be accepted by Salesforce. Learn how to sync Salesforce State and Country picklists with HubSpot State/Region and Country properties.
    • Enabling this setting will change HubSpot's default dropdown select values (e.g., Massachusetts or United States) to Salesforce's picklist abbreviations (e.g., MA or US) when the two systems next sync. Any changes made to the HubSpot or Salesforce values thereafter will prevent contacts from syncing.
  • If you have not enabled State and Country picklists in Salesforce, or have customized the default state and country values in either HubSpot or Salesforce, select No.