What is the 'Salesforce inclusion list (default)' list in my account?
On June 22, 2017, default inclusion lists were set for all previously existing Salesforce-integrated customers who did not have an inclusion list. The list includes all contacts except those with a lifecycle stage of Subscriber and will appear in your account as Salesforce inclusion list (default).
Please note: there are no underlying functionality changes with this update. Contacts with the lifecycle stage of Subscriber do not meet the criteria for the default inclusion list and are, therefore, ineligible to sync.
Accounts created after June 22, 2017 will not have an inclusion list by default, and all contacts will sync unless an inclusion list is created for your account. You can learn more about creating inclusion lists here.
Go to IntegrationsIn your HubSpot Marketing Professional or Enterprise account, click your photo or avatar in the top right-hand corner, then click Integrations.
Salesforce settingsUnder the Your integrations tab, locate Salesforce and then click Settings to the right of it.
Create your inclusion listSelect the General tab. Then scroll to the Inclusion List section. From the dropdown menu, select +Create Inclusion List.
Create your list
You'll then be brought to your list tool. Select your list filters. Your inclusion list will look at the filters you set and only sync contacts who meet those filters from HubSpot to Salesforce.
Following the example, to make this list, choose Contact property | Lifecycle stage | is any of | Sales qualified lead. Click Done to set your filters. Then click Next in the upper right-hand corner.
Give your list a name. Ideally, name your list around the criteria you plan on setting. For example, if you would like to build a list around contacts that have a lifecycle stage of Sales qualified lead, you'll name your list something along the lines of Sales qualified leads - SF inclusion list.
By default, when creating an inclusion list, HubSpot will set that list to be an active list. Only an active list can be set as your Salesforce inclusion list because it will dynamically update as contacts meet the filters you’ve set in that list. When you're done creating your list, click Save and back to lists.
Once you have saved your list, return to your Salesforce general settings and select the list from the dropdown menu.
Your changes will be saved automatically. You’ve successfully set up your Salesforce inclusion list.
But what if I decide later on that I don’t want to use that inclusion list anymore?
To select a different inclusion list, return to your Account Menu > Integrations and then click (Salesforce) Settings (from steps 1 - 2 above). Head back to the Inclusion List section. From the dropdown menu, choose your new inclusion list. Alternatively, you can remove any inclusion list from being set by choosing --No Inclusion List--. Your changes will be saved automatically.