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Integrations

Import Salesforce records

Last updated: August 16, 2022

Applies to:

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

If you have the HubSpot-Salesforce integration enabled, you can import Salesforce leads, contacts, accounts, opportunities, tasks, and campaigns into HubSpot.

  • In your HubSpot account, navigate to Contacts > Contacts.
  • In the upper right, click Import.
  • Click Start an import.
  • Select Integrations Salesforce records, then click Next.
  • Select the Salesforce object you want to import: Everything, Leads, Contacts, Leads & Contacts, Accounts, Opportunities, Tasks, A campaign.

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


salesforce-import-objects

Filter the import

You can filter the import to only import in objects from Salesforce based on their create or update date properties. To do so:

  • In the Filter by create or update date section, click Add.
  • In the slide-in panel, select the Filter type and click Apply filter.
  • Select a property operators and click Done

salesforce-import-1

Review the import

On the Confirm Import 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, click the Selective Sync switch 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. 
  • Click View import errors to view any errors for your Salesforce import. 

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.

salesforce-imports

 

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