How to map contact properties between HubSpot and Salesforce

Last updated: November 15, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

When a contact fills out a form you’ve created with HubSpot, all of that information is populated on a contact’s record: first name, last name, job title, and so on. Once you have collected that information on the contact record in HubSpot, and the integration between HubSpot and Salesforce is established, information can pass between the HubSpot contact record and the equivalent Salesforce record.

At this point, you’ll want to ensure that your First name property in HubSpot is correctly syncing with the First name field in Salesforce. Although most of these mappings between HubSpot and Salesforce fields were likely done at the time of the integration setup, you’ll want to ensure that any new or custom fields are mapped as you like.

Instructions

Follow these instructions to map HubSpot contact properties to Salesforce lead or contact fields.

Please note: you can also follow the same instructions for mapping account or opportunity fields to HubSpot. To do so, choose Manage mappings in the Companies row or Deals row in step 3.

Go to Integrations

In your HubSpot Marketing Professional or Enterprise account or in your Sales Professional account, click your photo or avatar in the top right-hand corner, then click Integrations.     

Salesforce settings

Under the Your integrations tab, locate Salesforce and then click Settings to the right of it.  

In the example below, Salesforce has a custom field that hasn’t been created in HubSpot yet. The instructions below walk through the process of mapping an existing Salesforce property to a new property in HubSpot.

Manage your contact mappings

Select the General tab. Scroll to the Sync Settings section, and in the CRM Objects table, select Manage mappings in the Contacts row.

If you are trying to map account fields to HubSpot, then choose Manage mappings in the Companies row. Please note that account sync must be enabled

Add new field mapping

Click Add new field mapping so you can set up a new mapping between a Salesforce record and a HubSpot property.

Create new HubSpot property

Next, choose the radio select button next to Create New HubSpot Property, and in the text field below it, type in the name for your new HubSpot property. In this example, we'll name it to match the existing Salesforce field we’re about to map to, Other Phone.

new-field-mapping.png

What Salesforce field would you like to map it to?

Now that you’ve created a new HubSpot property, you’ll need to select the dropdown menu for What Salesforce field would you like to map it to? and search for the existing field in Salesforce you want to map your new HubSpot property to. If you haven’t yet created your custom field in Salesforce, check out this Salesforce article.

new-field-mapping-sf-field.png

When should HubSpot data update the corresponding Salesforce field?

Finally, decide when data should be passed between the Salesforce field and the HubSpot property you’re mapping. You have four choices:

  • Use most recent value, I want the most recent data from either system to populate that field. Example: changes in email address will always be updated in both systems when there’s a change, so you always have the most current email.
  • Use Salesforce value unless blank, if Salesforce already has the data, leave it untouched. Example: maybe you have a field strictly about a person or company's budget. This information may be more helpful for your sales team than your marketing team.
  • Use Salesforce value, I only want Salesforce data to update the HubSpot property. Example: if there’s a field that your sales reps use and need to remain the same in Salesforce constantly, this is a wise choice, like account or company details.
  • Disabled -- do not update value, data will not pass between these fields. This should be used for any fields that you want to temporarily pause the sync for between Salesforce and HubSpot. This is often useful if you’re trying to disable a mapping for testing purposes.

In our example, we want data to pass between these two fields any time there’s any sort of change in Salesforce or HubSpot, so we’ll choose the radio select button next to Use most recent value, I want the most recent data from either system to populate that field.

new-field-mapping-update-rule.png

Save mapping

Click Save Mapping when you're done setting up your mapping.

new-field-mapping-save-mapping.png

Alternatively, you can click Save and Create New if you’d like to save the mapping you've just created and automatically go back into creating another mapping. This is wise if you have a lot of mappings you need to set up, as it can speed up the process.

new-field-mapping-save-create-new.png

You should now see the new field mapping listed that connects your Salesforce field and your HubSpot property.

new-field-mapping-example.png

Remember, this is the same process if you already have an existing HubSpot property. Just choose the Choose Existing HubSpot Property option in step 5 and then proceed to the next steps listed above.

new-field-mapping-existing-prop.png

You’ve now successfully set up a mapping between a Salesforce field and a HubSpot property.

Was this article helpful?

Previous article:

Next article: