Sync Salesforce leads and contacts to HubSpot
Last updated: June 28, 2023
Available with any of the following subscriptions, except where noted:
Marketing Hub Professional , Enterprise |
Sales Hub Professional , Enterprise |
Service Hub Professional , Enterprise |
Operations Hub Professional , Enterprise |
Content Hub Professional , Enterprise |
Learn more about how Salesforce leads and contacts sync to HubSpot as contacts.
How Salesforce leads and contacts sync to HubSpot
Salesforce leads and contacts are not automatically created in HubSpot after installing the Salesforce connector. Salesforce leads and contacts are created in HubSpot in two ways:
- When they are imported from Salesforce to HubSpot.
- When a sync is triggered between Salesforce and HubSpot.
How HubSpot contacts sync to Salesforce
All HubSpot contacts will sync to Salesforce by default. However, if you create an inclusion list in HubSpot, only contacts that meet the list criteria will sync to HubSpot.
Members of the inclusion list will only sync with Salesforce when a sync is triggered.
If new Salesforce leads or contacts are set to create HubSpot contacts, a contact will be created in HubSpot. However, further updates to the contact/lead from either HubSpot or Salesforce will not sync to the other platform.
Learn how to manually resync a list with Salesforce and how Salesforce deduplicates records.
Properties synced between HubSpot and Salesforce
Default field mappings are created for the following HubSpot contact properties:
- Account ID
- Annual Revenue
- City
- Mailing City
- Company
- Owner ID
- Country
- Mailing Country
- Employees
- Business Fax
- First Name
- Industry
- Title
- Last Name
- Lead Source
- Contact Description
- Email Opt Out
- Business Phone
- Mailing Zip/Postal Code
- Zip/Postal Code
- Rating
- Salutation
- Mailing State/Province
- State/Province
- Status
- Mailing Street
- Street
- Website
It is not possible to delete default field mappings. You can also create custom field mappings to sync other HubSpot contact properties with Salesforce lead/contact fields.
If a lead field and a contact field share an internal name in Salesforce, HubSpot will sync data to both leads and contacts in Salesforce.
Please note: Salesforce campaigns that are associated with a lead or contact in Salesforce will be synced to the HubSpot contact property Salesforce Campaigns.