Import Salesforce records

After connecting HubSpot and Salesforce, you can import Salesforce objects to bring all your data into HubSpot. 

• In your HubSpot account, navigate to CRM > Contacts.
• In the upper right, click Import.
• Click Import a file.
• Select Objects from an app.
• Select Salesforce records, then click Next. 
• Select the object type, then click Next.
  
  • Standard objects: choose the object you want to import. You can import leads, contacts, accounts, opportunities, tasks, a campaign, cases, and events into HubSpot. 
  • Custom objects: select the custom object you want to import. 
• Click Review.

Please note: to import a campaign, it must be set to Active in Salesforce.

Filter the import

You can filter the import to only import in records from Salesforce based on specific criteria. To do so:

• On the Objects screen, click Add filter.
• In the right panel, click the Select a filter dropdown menu and select a filter. 
• Select the property operators. 
• Click Apply filter. 

Review the import

On the Confirm screen, review your Salesforce import:

• If you select Everything, note that large imports may take several hours in order to make the best use of your Salesforce API calls.
• If you select Leads, Contacts, Leads & Contacts, Accounts, Opportunities, or Tasks, review the number of records that will be imported from Salesforce into HubSpot.
• If you select A campaign, click the Choose a campaign dropdown menu and select the Salesforce campaign to import into HubSpot, then click Review.
• If you select Leads, Contacts or Leads & Contacts, toggle the Selective Sync switch on to add these records to your inclusion list. 
• Click Begin import.
• You'll be redirected back to the Imports screen. When your import is complete, it will appear in the import table. 
• To view any errors that occur in the Salesforce import:
  • In your HubSpot account, navigate to Data Management > Integrations.
  • Under My Apps click Salesforce.
  • View the errors on the Sync Health tab.

Please note: if you are importing leads and/or contacts from Salesforce, only the lead/contact's email address will be synced over from Salesforce at the time of import. In 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.