Import Salesforce records
Last updated: February 18, 2021
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 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.
- In the bottom right, click Review.
- 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.
- Click Begin import.
- You'll be redirected back to the Imports screen. When your import is complete, it will appear in the import table.
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.
Related content
-
Use HubSpot's Shopify integration
Once you have connected the Shopify app to your HubSpot account, you can analyze your data in HubSpot and...
Knowledge Base -
Use HubSpot's integration with Zoom
With the Zoom integration, you can add video conference links to scheduled meetings in HubSpot and easily add...
Knowledge Base -
Use HubSpot's integration with GoToWebinar
The GoToWebinar integration is designed to help you reduce the time it takes for you to create, promote, and...
Knowledge Base