Sync custom objects between HubSpot and data sync apps

Learn how to sync custom objects between HubSpot and data sync apps. Sync's can be one-way or bi-directional.

Before you begin

You must create the custom object in your HubSpot account before setting up the custom sync within your Salesforce integration settings. 

Understand limitations & requirements

Currently, it is possible to sync custom objects with the following data sync apps:

• Airtable (tables).
• Kintone (tables).
• Microsoft Dynamics 365 (entities).
• Smartsheet (sheets).
• Snowflake Data Ingestion (make sure your HubSpot account is opted into this beta: Snowflake Data Ingestion).
• Zoho CRM (modules).

Set up your custom object sync

Set up your custom object sync with your data sync app.

Turn on data sync

To turn on your custom object sync:

• Connect the app to your account.
• In your HubSpot account, navigate to Data Management > Integrations.
• Click the app.
  • If this is the first time you are syncing an object, click Set up your sync.
  • If you have other objects already synced, click Sync more data.
• On the Select the data you want to sync page, select the object to sync to, or from in the app.
• Select the custom object you want to sync to, or from, in HubSpot. Custom objects are located under Additional objects.

• Click the arrows dropdown menu, and select whether the sync is bi-directional or one way between the app and HubSpot, or vice versa. 
• Click Next.

Configure your sync direction and mapped fields

On the Configure screen:

• In the Choose your sync direction section, decide how you want data to sync from HubSpot to the third-party app, and vice versa. There are three options: 
  • Data syncs between apps: all new and updated object information will be synced between the two apps. Properties will be merged for records that already exist in both platforms. 
  • Data syncs only to HubSpot from your third-party app.
  • Data syncs only to your third-party app from HubSpot

• In the Data conflict resolution section, click the dropdown menu and select the default app that will overwrite the other when there are data discrepancies. If there’s no field value in the default app, no data will be changed in the third-party app. This setting does not overrule the sync direction selected in the Choose your sync direction section.

• • To turn off a mapping, click to turn the toggle off. 

    

  • To set up a custom field mapping:

    • Click Add a mapping. 
    • Use the dropdown menus to select the third-party app and the HubSpot property you want to map.
    • Click success Update.

• • • To turn off custom mappings, click to toggle the switch off. 

Set up your sync rules

On the Limit screen, configure how you want to sync records from HubSpot to your third-party app, and vice versa.

In the Limit which records sync section, choose criteria to limit which records will sync from HubSpot to your third-party app, and vice versa:

• Click Edit.
• In the right panel, select the property to limit records syncing from HubSpot to your third-party app, and vice versa.
• Click Done. 

Please note: the Limit which records sync section only limits which records initially sync between HubSpot and the third-party app. Once records sync, they will continue to sync data back and forth based on the property mapping set up.

Associate records

When syncing with a custom object, associations won't be maintained. It is recommended to map them manually.

Review rules and start the sync

In the Review screen, review the rules you’ve configured, then click Save and sync. The initial sync will then begin to process.

After the initial sync is complete, records will sync within 10 minutes of a change. 

Learn more about data sync.