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.
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.
Follow these instructions to sync Accounts from Salesforce to HubSpot.
1. Go to Integrations
From your HubSpot Dashboard, click on [Your Domain]/Hub ID > Integrations.
2. Salesforce settings
Within the Salesforce section of the Integrations page, click Settings.
3. Navigate to Account Sync section
On this page you’ll find a section called Account Sync. There’s only one dropdown menu in this section that will provide you will two options: Sync Accounts and Do not sync. To begin using accounts from Salesforce in HubSpot, you’ll want to choose Sync Accounts.
4. Account sync alert
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 chosen “Do not sync.”)
5. 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 [Your Domain]/Hub ID > Integrations once again.
Then, 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.
6. 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 to Contacts > Lists.
7. Click on the Import contacts link
Click on the Import contacts link.
8. Choose Import from Salesforce
Next a pop-up will appear asking how you'd like to import contacts, click on the radio button next to Import from Salesforce then click Next.
9. 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:
- All Leads and Contacts from your Salesforce account.
- All Leads from your Salesforce account.
- All Contacts from your Salesforce account.
- All Accounts associated with contacts from your Salesforce account.
- All Lead and Contacts that are in a specific Salesforce campaign.
This time we want to import all accounts associated with contacts. From the dropdown menu, you’ll want to choose to import Accounts Associated With Contacts.
Then click Begin Import.
A pop-up window will display asking if you’re sure you’d like to import your Accounts Associated with Contacts from Salesforce. This pop-up also outlines the API call limit - to see more information on this and why it’s important to consider your API call limit before moving forward, read this article before proceeding.
Once ready to move forward, click OK.
You’ll then be redirect to the Import Status screen which will show your processing import. The import time will take vary depending on the amount of records you are importing.
Once the import is complete, you can navigate to one of your contacts and see the associated account displaying on their contact record under HubSpot company information. You can find this information by navigating to Contacts > Home and clicking on the name of any contact record.
You’ll be able to see all the associated account information by clicking on Company in the left-hand side menu.
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.
Next Article: How to setup your Salesforce inclusion list