Go to Integrations
From your HubSpot Dashboard, navigate to Account Menu > Integrations.
Within the Salesforce section of the Integrations page, click Settings.
Create Inclusion List
Navigate down to Inclusion List section and click the grey button that says Create Inclusion List.
Make your list
In the open text box, give your list a name. In this example, we'll build a list around HubSpot contacts that have a lifecycle stage of Sales Qualified Leads so it will be named accordingly.
By default, when creating an inclusion list, HubSpot will set that list to be a smart list. You'll notice that the Static List option is greyed out. Only a smart list can be set as your Salesforce inclusion list - this is the case because a smart list will dynamically update as contacts meet the criteria you’ve set in that list.
Add in criteria
Now you'll actually want to build out your list based on a set of criteria. Your inclusion list will look at the criteria you set in this inclusion list and only sync contacts who meet that criteria from HubSpot to Salesforce.
Following the example, to make this list you would choose Contact Property > Lifecycle Stage > is any of > Sales Qualified Lead.
Once you’ve decided on and set up your list criteria, click the blue button to Save List.
Note that once you have saved your list in this pop-up, your new list will automatically be set as your Salesforce inclusion list.
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?
If you've decided you don't want to limit your Salesforce sync, you can disable your inclusion list by first navigating to Account Menu > Integrations > (Salesforce) Settings (from steps 1-2 above). Head back to the Inclusion List section. Here you'll see the a dropdown menu with the inclusion list you currently have set. Select this dropdown, then choose your new inclusion list. Or you can remove any inclusion list from being set by choosing --No Inclusion List--. Your changes will be saved automatically.