Salesforce

Salesforce integration sync triggers

Last updated: February 23, 2019

Applies to:

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

There are various actions and events that trigger a sync between HubSpot and Salesforce. HubSpot also checks for new information that needs to be updated across your HubSpot and Salesforce accounts every 15 minutes, and a sync is triggered as needed.

 

Automatic sync triggers

Contact lists and individual contacts, companies, and deals can be manually synced to Salesforce.

 

Contact not syncing to Salesforce

As a general rule, contacts will not sync to Salesforce if they:

If a HubSpot contact meets the sync criteria, check the Salesforce Sync card in their contact record for errors.

  • In your HubSpot account, navigate to Contacts > Contacts.
  • Click the name of the contact.
  • The Salesforce Sync card will display any error(s) preventing the contact from syncing to Salesforce. Click View error detail for more information on what the error is and how to resolve it. Learn more about common Salesforce integration sync errors.

Learn how Salesforce accounts sync to HubSpot as companies and how Salesforce deals sync to HubSpot as opportunities.