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Integrations

Sync Salesforce reference fields

Last updated: January 18, 2023

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

Reference field values sync from Salesforce to HubSpot as 18-digit record IDs, not labels. While HubSpot cannot automatically pull in these labels, Salesforce reference fields can be mapped to HubSpot custom properties with a dropdown select field type.

  • In the bottom left, click Save.

You'll now be able to segment the reference field based on the field value labels, instead of the field value record IDs.

Please note: this method requires ongoing maintenance. If a new value is added to the Salesforce reference field, the label of the corresponding option in the HubSpot property must be manually edited following the steps above.

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