Go to Integrations
From your HubSpot Dashboard, navigate to Account Menu > Integrations.
Within the Salesforce section of the Integrations page, click Settings.
Navigate to Account Sync section
On this page you’ll find a section called CRM Sync. Here, you will be able to decide which Salesforce and HubSpot objects will be set to sync. Check the box for Sync Salesforce Accounts and HubSpot Companies to enable account sync.
After you’ve chosen Sync Accounts in the step above, you’ll receive a notification at the bottom right-hand side that your account sync has been enabled (or disabled, if you’ve unchecked this option).
Set your account field mappings
Now that you’ve turned your account sync on, you’ll want to ensure your Salesforce account fields are set up, mapped, and ready to go. Make sure you’re still in Salesforce settings under Integrations or navigate back there by going to Account Menu > Integrations once again.
Next, within the Salesforce section of the Integrations page, click Settings.
Then click the Company Field Mappings link on the left-hand side.
From here, you can make the necessary adjustments to your Salesforce account field mappings. The process of setting up account field mappings is akin to the process of setting up contact field mappings, so you can take a look at this article to help you along with these adjustments.
Import Accounts associated with contacts
You’ve turned on your account sync and now all your account field mappings are in order. The next step is to import the accounts you have in Salesforce that are associated with contacts that have synced between Salesforce into HubSpot.
Navigate in HubSpot Marketing to Contacts > All Contacts or in HubSpot Sales to Contacts.
At the top-right of your Contacts Dashboard, click Actions > Import Contacts. This will bring you to your Imports Dashboard, where you will want to choose Start a new import at the top-right.
Choose Import from Salesforce
On the next screen, you will be asked what you would like to import. Select Salesforce records.
Choose a group of records to import
At this step of importing contacts, you get to decide what records you want to import into HubSpot from Salesforce. You have several options:
- Leads & Contacts
- A campaign
This time we want to import all accounts associated with contacts. You’ll want to choose to import Accounts. Then click Review in the bottom right-hand corner.
A pop-up window will display asking if you’re sure you’d like to import your Accounts. This pop-up will tell you how many objects you will be importing and it's important to consider your API call limit before moving forward. If you're unsure if you should proceed because of API calls, read this article before proceeding.
Once ready to move forward, click Begin import.
You’ll then be redirect to the Import Status screen which will show your processing import. The import time will vary depending on the amount of records you are importing. Select Salesforce Imports to view a list of previous imports from Salesforce.
View account information on your contact
Once the import is complete, you can navigate to one of your contacts and see the associated account displaying on their contact record. You can find this information by navigating in HubSpot Marketing to Contacts > All Contacts (or in the HubSpot CRM to Contacts) and clicking on the name of any contact record.
You’ll be able to see all the associated account information by clicking on View all properties under the contact's Company on the left-hand side.
The Company link will display all the account fields from Salesforce.
Now any contacts syncing between HubSpot and Salesforce with an associated account will show you the association under the contact name and all of those account properties will be displayed within the HubSpot company section of the contact record.