Import Salesforce records

After connecting HubSpot and Salesforce, you can import Salesforce objects to bring all your data into HubSpot. This enables you to import existing Salesforce records, including leads, contacts, accounts, and opportunities, from Salesforce to your HubSpot account, providing a comprehensive view of your customer interactions.

Before you get started

Before you start importing Salesforce records, please note the following: 

• To import a campaign, it must be set to Active in Salesforce.
• If you're importing leads or contacts from Salesforce, only the lead's or contact's email address will be synced over from Salesforce at the time of the 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 after the initial import.

Import Salesforce records

1. In your HubSpot account, navigate to CRM > Contacts.
2. In the upper right, click Import.
3. Click Import a file.
4. Select Objects from an app.
5. Select Salesforce records, then click Next. 
6. 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. 

7. Click Review.

Filter the import

You can filter the import to only import records from Salesforce based on specific criteria. 

1. On the Objects screen, click Add filter.

2. In the right panel, click the Select a filter dropdown menu and select a filter. 
3. Select the property operator. 
4. 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'll 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 and your account uses an inclusion list, toggle the Salesforce Sync switch on to add these records to your inclusion list and keep them in sync. 

• Click Begin import.

• You'll be redirected back to the Imports screen. When your import is complete, it'll appear in the import table. 
• To view any errors that occur in the Salesforce import:
  • In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
  • Under My Apps click Salesforce.
  • View the errors on the Sync Health tab.