How to sync accounts from Salesforce

Last updated: January 5, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

As a marketer, working closely and sharing as much information possible with your sales team is vital to your business. With your HubSpot account integrated with Salesforce, you’re well on your way to ensuring your Salesforce contact database and your HubSpot contact database are in sync and seamlessly passing all information on your leads between each other. Going through the following steps to sync account information between Salesforce and HubSpot will bring over information from the associated accounts on a contact in Salesforce. This could allow you to cater your marketing efforts toward the larger business and also provide you options such as creating lists in HubSpot based off of account properties, not just individual contact properties.

Please note: HubSpot is not currently able to create accounts in Salesforce.

Before turning on Account Sync, you’ll want to ensure you’ve gone through the process of setting up the HubSpot Salesforce integration and importing leads/contacts from Salesforce into HubSpot.

The next steps will walk you through syncing accounts associated to contacts from Salesforce into HubSpot, so HubSpot can begin seeing these associated accounts and account properties.

Using the "Import from Salesforce" feature in HubSpot requires HubSpot to communicate with your Salesforce account via Salesforce's API, which will use a large amount of API calls. To learn more about API calls and your API call limit before proceeding, take a look here.

Go to Integrations

From your HubSpot Dashboard, navigate to Account Menu > Integrations.

Salesforce settings

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.

Choose Import

At the top-right of your Contacts Dashboard, click ActionsImport 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:

  • Everything
  • Leads
  • Contacts
  • Leads & Contacts
  • Accounts
  • Opportunities
  • Tasks
  • A campaign

This time we want to import all accounts associated with contacts. You’ll want to choose to import AccountsThen 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.

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