Last updated: June 28, 2023
Available with any of the following subscriptions, except where noted:
Marketing Hub
Professional
,
Enterprise
|
Sales Hub
Professional
,
Enterprise
|
Service Hub
Professional
,
Enterprise
|
Operations Hub
Professional
,
Enterprise
|
Content Hub
Professional
,
Enterprise
|
If you have the HubSpot-Salesforce integration installed, you can manually sync contact lists to Salesforce, or manually sync individual contacts, companies, and deals to Salesforce.
- Manually sync contact lists to Salesforce (Marketing Hub Professional and Enterprise only)
- Manually sync individual contacts, companies, or deals to Salesforce
Manually sync contact lists to Salesforce (Marketing Hub Professional and Enterprise only)
- In your HubSpot account, navigate to CRM > Lists.
- Click the name of the list.
- In the upper right, click the Actions dropdown menu and select Resync list with Salesforce.
- In the dialog box, click Yes.
Please note: batch syncs may require a large number of API calls. Ensure that you have at least [List number] x 3 API calls available in Salesforce before you proceed.
Manually sync individual contacts, companies, or deals to Salesforce
- In your HubSpot account, navigate to your contacts, companies, or deals.
- Click the name of a contact/company/deal.
- In the Salesforce sync card, click Actions > Resync.
