Sync Salesforce cases to HubSpot tickets (BETA)

Learn how to sync Salesforce cases to HubSpot tickets. This is a one-way sync from Salesforce to HubSpot. It is not possible to sync HubSpot tickets to Salesforce at this time. 

To configure the sync:

• In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
• Click Salesforce.
• Click the Tickets tab.
• Click Configure ticket sync. 
• On the Sync Rules page, decide what happens when a case is deleted in Salesforce. Click the HubSpot dropdown menu and select either Do nothing or Delete ticket. 

• Click Next. 

• On the Associations page, select which associations you want to sync from Salesforce to HubSpot.
  • Click to toggle the Sync Account association and Sync Contact association switches on to sync those associations to HubSpot. 

• Click Next.
• On the Field mappings page, view all required ticket properties in HubSpot that will be mapped to its Salesforce counterpart. 
• Click Next. 
• Review how the Salesforce case fields are mapped to HubSpot ticket properties.
  • Click the HubSpot dropdown menu to select the HubSpot property you want to map Salesforce fields to.
  • Click Delete to delete the field mappings. 
• Click Next. 
• On the Pipelines page, map the Salesforce case business process to the corresponding ticket pipeline in HubSpot.
  
  • Click the HubSpot ticket pipeline dropdown menu and select the pipeline.
• Click Next. 
• On the Preview page, review the sync settings. Click Edit next to any setting you want to modify. 
• Click Next. 
• On the Turn sync on page, decide if you want to turn the sync on, or save for later. 
  • Select Start continual sync to start syncing Salesforce cases with HubSpot tickets. 
  • Select Save for later to save the settings and turn the sync on later. 
• Click Turn sync on to turn the sync on. 

Please note: turning on ticket sync will not import case records into HubSpot immediately. Records will only sync when they are created or updated in Salesforce. To bring all Salesforce cases into HubSpot, start an import. 

Once the sync has been set up, you can review the ticket sync rules, ticket field mappings, and ticket pipeline mappings on the Tickets tab. 

• Click to toggle the Objects -> Tickets switch off to turn off tickets sync.
• Click Ticket field mappings to view all ticket properties mapped between HubSpot and Salesforce.
  • To add a new mappings, click Add new mapping.
    • Select the properties from the respective dropdown menus and click Save. 
  • To edit an existing mapping, click Actions on the left of the mapping > Edit. 
  • To delete a mapping, click Actions > Delete. 
• Click Ticket pipeline mappings to select which HubSpot ticket pipeline to map the Salesforce business process to.
• To remove ticket sync, click Remove ticket sync