Sync records between HubSpot and Salesforce

In the HubSpot-Salesforce integration, you can create and use an inclusion list to control which contacts sync between HubSpot and Salesforce. Contacts that aren't in your inclusion list won't sync between HubSpot and Salesforce.

Before you get started

Before you start using an inclusion list, please note the following: 

• Only active lists can be set as your Salesforce inclusion list, as they will update dynamically as contacts meet or don't meet your list criteria.
• Selecting a list as your inclusion list will not automatically sync the list with Salesforce. Members of the inclusion list will only sync with Salesforce when a sync is triggered. Learn how to manually resync a list with Salesforce.
• If new or existing Salesforce leads or contacts are set to automatically create HubSpot contacts in your integration settings, a new contact will be created or an existing contact will be synced in HubSpot when a Salesforce lead or contact is created, even if the HubSpot contact is not in your inclusion list. Further updates to the contact or lead from either HubSpot or Salesforce will not sync to the other platform until they meet the inclusion list criteria.

Set up an inclusion list

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Salesforce.
3. Click the Contacts tab.
4. In the Limiting what syncs section, click the dropdown menu and select an existing active list. To create a new active list, click + Create Inclusion List.

• • If you select an existing active list, the setting will update automatically.
  • If you click + Create Inclusion List, you'll be redirected to create a new list in the lists tool.
    • In the top right, click Create list. 
    • In the top left, click the pencil icon edit and enter a name for the list, then select your list criteria. Learn more about determining your list criteria.
    • In the upper right, click Review and save. Your list may take some time to process.
    • Return to your Salesforce integration settings. In the Inclusion List setting, click the dropdown menu and select the newly-created active list. The setting will update automatically.

Understand Salesforce imports and inclusion lists

Importing Salesforce records into HubSpot allows you to bring existing data from your Salesforce instance directly into your HubSpot account.

If you're importing leads or contacts from Salesforce, only the lead's or contact's email address will be synced over from Salesforce at the time of the import. In HubSpot accounts with no inclusion list, or for contacts in an inclusion list, a sync is automatically triggered after the import, which will sync over the remaining Salesforce field values. For contacts not in the inclusion list, all other contact properties will remain blank after the initial import.