Salesforce

Sync Salesforce State and Country picklists with HubSpot State/Region and Country properties

Last updated: March 18, 2019

Applies to:

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

In Salesforce, you can enable State and Country picklists. By default, the State/Region and Country contact 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.

To properly sync Salesforce State and Country picklists with HubSpot State/Region and Country contact properties, the HubSpot properties must be edited to have a dropdown select field type, then have their default values converted to pass validation for Salesforce State and Country picklists.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Properties.
  • In the Contact properties tab, click the State/Region or Country property.
  • Click the Field type dropdown menu and select Dropdown select.
  • In the Dropdown options section, click listView Load options....
  • In the dialog box, click the Load options dropdown menu and search for and select State/Region or Country, then click Load options.

Please note:

  • Salesforce requires that if a record has a state value, a corresponding country must be specified. If a country is not specified, Salesforce will return an error message and the record will not sync between HubSpot and Salesforce. Non-matching state/country values and mismatched state/country pairs will also result in errors and prevent syncing. As such, these steps must be taken for both the State/Region property and the Country property.
  • When the State/Region or Country property field type is changed to dropdown select, any historical values will remain in the property, but will not be available for use in HubSpot forms, lists, CRM filters, or workflows. If any of these values are non-standard in Salesforce, contacts will not be able to sync between HubSpot and Salesforce. It's recommended to clean up and remove non-standard historical values before proceeding with the next steps.
  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • Click Salesforce.
  • In the CRM Objects section, next to Contacts, click Manage mappings externalLink.
  • The contact field mappings will open in a new browser tab. On the right of the State/Region field mapping, click the settings settingsdownCarat dropdown menu and select Edit.
  • In the dialog box, under When should HubSpot data update the corresponding Salesforce field?, select Use most recent value, then click Save Mapping. Learn more about field mapping update rules.
  • Repeat the previous two steps for the Country field mapping.
  • In your HubSpot account, click your account name in the top right corner, then click Integrations.
  • Click Salesforce.
  • In the Salesforce State and Country list section, select Yes. Learn more about the Salesforce State and Country list setting.