Learn how to manage your Salesforce integration settings after installation. This includes allocating API calls, reviewing sync errors, and updating sync settings.
To access your Salesforce integration settings:
In your HubSpot account, click the Marketplace iconmarketplace in the main navigation bar. Under Manage, select Connected apps.
Manage API call use and review sync errors
On the Sync Health tab, you can view the number of API calls used by the integration in the last 24 hours, as well as all sync errors preventing data from syncing between the two systems. The API call limit for HubSpot should be set based on your Salesforce API call limit and your current Salesforce API call usage.
To adjust the number of Salesforce API calls allocated to HubSpot:
Under Allocated to HubSpot, enter the number of API calls to allocate to the integration, then click Update.
The Limited by Salesforce number reflects the Salesforce API call limit set in your Salesforce account.
The API calls used section shows the number of API calls used by the integration and how many are left.
The Sync errors section shows all sync errors preventing data from syncing between the two systems. View cards for each error type, with the number of current errors and impacted records for each. Click an error type card to see details of the errors in the right panel. Learn more about sync errors.
Discover Salesforce integration features
On the Features Discovery tab, learn about the different Salesforce features you can use with HubSpot tools. Features available include:
Syncing custom objects
Importing object records from Salesforce to HubSpot
Sync contacts between HubSpot and Salesforce
Salesforce leads and contacts sync two-way between HubSpot and Salesforce. Click the Contacts tab to view and edit sync settings for contacts.
In the Creating and Updating Contacts section:
Select what happens in HubSpot when a Salesforce contact or lead is updated: Create or update the contact or Do nothing.
Please note: if new Salesforce leads or contacts are set to create HubSpot contacts, a corresponding contact will be created or deduplicated in HubSpot when a Salesforce lead or contact is created, even if the HubSpot contact is not in the inclusion list. Further updates to the contact/lead from either HubSpot or Salesforce will not sync to the other platform.
Select what happens in Salesforce when a HubSpot contact is created or updated: Create or update the contact or Create or update the lead.
Please note: ifCreate or update a lead is selected, it is advised to turn off the setting to automatically create and associate companies with contacts in HubSpot. Salesforce leads do not have accounts, and the Salesforce integration uses associated contacts to deduplicate companies, not the domain. When a HubSpot contact is initially created as Salesforce lead with no account, as soon as you manually create an account or convert the lead to a contact in Salesforce, a duplicate company will be created in HubSpot.
Select what happens in HubSpot when a Salesforce contact or lead is deleted: Delete the contact or Do nothing.
When a HubSpot contact is deleted, contacts and leads in Salesforce will not be deleted.
In the Adjusting Lifecycle Stage section:
Select what happens in HubSpot when a Salesforce contact's opportunity stage is updated in Salesforce: Update the contact's lifecycle stage in HubSpot or Do nothing.
This setting will not move a HubSpot contact's lifecycle stage backwards. For example, if a HubSpot contact already has a lifecycle stage of Customer, they will not move back to Opportunity if their corresponding Salesforce contact is associated with an open opportunity.
The lifecycle stage of a HubSpot contact will not impact any corresponding Salesforce records. For example, setting the lifecycle stage of a HubSpot contact to Customer will not convert the corresponding Salesforce lead to a contact.
The Salesforce contact must be associated with the opportunity via contact roles. Custom relationship fields between Salesforce contacts and opportunities, as well as opportunities with no contact roles, will not trigger automatic lifecycle stage transitions.
If the companies Lifecycle stage sync setting is enabled, any other HubSpot contacts that are associated with the same company will also have their lifecycle stage updated.
In the Limiting What Syncs section, click the dropdown menu and select an active list as an inclusion list. To create a new active list, click + Create inclusion list. Only contacts in the inclusion list will sync to Salesforce from HubSpot. If no inclusion list is selected, all HubSpot contacts will sync to Salesforce.
If you select an existing active list, the setting will update automatically.
If you click + Create Inclusion List, you'll be redirected to create a new list in the lists tool.