Salesforce

When I make changes to company properties in HubSpot, will my Salesforce Accounts update?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Account fields in Salesforce will update based on changes you make in HubSpot if you've set the mapping for that property/field to always update with the most recent value. Please follow the steps below to see the update rule you've chosen for a particular property/field mapping:

  • In your HubSpot account, navigate to Account Menu > Integrations
  • Click on Settings under Salesforce.
  • Select Company Field Mappings in the left sidebar menu.

  • Locate the field mapping in question and review the value in the Update Rule column. 
User-added image
User-added image

If this Update Rule is set to Use most recent value, changes in either platform will overwrite the previous value in the other. If you make a change to a company's property in HubSpot, this change will sync to the corresponding account in Salesforce.

You can change the update rule by clicking the gear icon to the right of the mapping and selecting Edit. You can learn more about each of the update rule options here

Please note: changing the company property Name will not change which account/company a contact is associated with; it will just update the the name of the account/company.