Navigate 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 settingsUnder the Your integrations tab, locate Salesforce and then click Settings to the right of it.
Navigate to 'Sync Settings'
Scroll to the Sync Settings section. Here, you will be able to decide which Salesforce and HubSpot objects will be set to sync. Check the box for Companies to enable account sync.
Set your account field mappings
Now that you’ve turned your account sync on, ensure that your Salesforce account fields are set up, mapped, and ready to go. Make sure you’re still in your Salesforce settings under Integrations or navigate back there by going to Account Menu > Integrations once again.
Scroll back to the Sync Settings section, and select Manage mappings in the Companies row of the CRM Objects table. From here, you can make the necessary adjustments to your Salesforce account field mappings.
You’ve turned on your account sync and now all your company field mappings are in order. The next step is to import the account records you have in Salesforce.
Navigate in your HubSpot Marketing Basic, Professional, or Enterprise account to Contacts > Companies or in HubSpot Sales to Companies.
In the top right-hand corner, click Import.
This will bring you to your imports dashboard. Select Start an import at the top-right.
Choose 'Salesforce records'
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, decide what records you want to import into HubSpot from Salesforce. You have several options:
- Leads & Contacts
- A campaign
Choose to import Accounts. Then click Review in the bottom right-hand corner.
A dialog box will display asking if you’re sure you’d like to import your accounts. This window will tell you how many object records you will be importing. 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 you're ready to move forward, click Begin import.
You’ll then be redirected 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
Once the import is complete, you can navigate to Contacts > Companies in your HubSpot Marketing account or Companies in your HubSpot Sales account to see the imported company records.
Additionally, you can navigate to one of your contacts and see the associated account on their contact record. You can find this information by navigating in HubSpot Marketing to Contacts > Contacts (or in HubSpot Sales to Contacts) and clicking on the name of any contact record.
You’ll be able to see all the associated company information by clicking on View > View all properties in the company's About section on the left-hand side of the company record.
You'll then see all the company fields from Salesforce.