Map Salesforce record types to HubSpot

If your Salesforce organization uses record types for Salesforce leads, contacts, accounts, or opportunities, you can map them to HubSpot as custom properties. This allows you to use the record type for segmentation in HubSpot.

You can map Salesforce record types to HubSpot custom properties using either single-line text fields or dropdown select fields.

• Map Salesforce record types to a custom HubSpot single-line text property (Beginner)
• Map Salesforce record types to a custom HubSpot dropdown select property (Advanced)

Map Salesforce record types to a custom HubSpot single-line text property (Beginner)

Please note: this method will only map the Record Type ID value to HubSpot, and not the Record Type Label value. If you want to map the Record Type Label value to HubSpot as well, map Salesforce record types to a HubSpot dropdown select custom property.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Properties.

3. Click the Select an object dropdown menu, then select [Object] properties to create a property for that object.

• • To map Salesforce lead/contact record types, click Contact properties.
  • To map Salesforce account record types, click Company properties.
  • To map Salesforce opportunity record types, click the Deal properties.

4. Click Create a property.
5. In the editor, enter a Property label for the custom HubSpot property.
6. Click the Field type tab. Then click the Field type dropdown menu and select Single-line text.
7. Then click Create.

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. Navigate to the [Object] tab for the object you're creating the property. 
4. Click the [Object] property mappings tab. 
5. Click Add new field mapping.
6. In the Create new field mapping panel, click the HubSpot property dropdown menu and select the newly-created custom property.
7. Click the Salesforce field dropdown menu and select Record Type ID. Then click Next. 
8. Under Select the sync rule, select Always use Salesforce, to ensure the HubSpot property is always updated by Salesforce data. 
9. Click Save to save the mapping. 

After the mapping is created, resync existing HubSpot contacts to populate the custom property with the Salesforce record type data. If not, the custom property will only be updated the next time the record is updated in HubSpot or Salesforce.

Map Salesforce record types to a custom HubSpot dropdown select property (Advanced)

If you're more experienced with HubSpot and Salesforce, you can map a Salesforce record type to a custom HubSpot dropdown select property. This method allows the Salesforce Record Type Label value to be mapped along with the corresponding Salesforce Record Type ID value.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Properties.

3. Click the Select an object dropdown menu, then select [Object] properties to create a property for that object.

• • To map Salesforce lead/contact record types, click Contact properties.
  • To map Salesforce account record types, click Company properties.
  • To map Salesforce opportunity record types, click the Deal properties.

4. Click Create a property.
5. In the editor, enter a Property label for the custom HubSpot property.
6. Click the Field type tab. Then click the Field type dropdown menu and select Dropdown select.
7. In the Dropdown options section, in the Label field enter a Salesforce record type's Record Type Label value.
8. Then click + Add option and enter another Salesforce record type's Record Type Label value. Repeat this step for each record type.
9. In the Internal name field, enter the corresponding Salesforce Record Type ID value for each Record Type Label value. Learn how to find the ID of a Salesforce record type.

10. Continue setting up your property. Then click Create. 

Next, map this new custom property to Salesforce:

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. Navigate to the [Object] tab for the object you're creating the property. 
4. Click the [Object] property mappings tab. 
5. Click Add new field mapping.
6. In the Create new field mapping panel, click the HubSpot property dropdown menu and select the newly-created custom property.
7. Click the Salesforce field dropdown menu and select Record Type ID. Then click Next. 
8. Under Select the sync rule, select Always use Salesforce, to ensure the HubSpot property is always updated by Salesforce data. 
9. Click Save to save the mapping. 

After the mapping is created, resync existing HubSpot contacts to populate the custom property with the Salesforce record type data. If not, the custom property will only be updated the next time the record is updated in HubSpot or Salesforce.

Please note: if new record types are added to Salesforce, the custom HubSpot property must be manually updated with the new Record Type Label and Record Type ID value pairs.