Map HubSpot properties to Salesforce fields

After installing the HubSpot-Salesforce integration, map HubSpot properties to Salesforce fields to ensure data stays consistent across both systems. When fields are mapped, updates made in one system can sync to the other, depending on your sync settings. 

For example, you can map a HubSpot contact property like Job title to a Salesforce lead or contact field to keep records aligned across both platforms. 

Create or edit field mappings

Add a new field mapping

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. In the list of connected apps, click Salesforce.
3. Click the tab for the object you want to map: Contacts, Companies, or Deals.
4. Click the [Object] property mappings tab. 

Please note: object sync must be turned on for Companies or Deals between HubSpot and Salesforce to set up company or deal field mappings.

5. To add a new field meeting, click Add new field mapping. 
6. In the right panel, use the dropdown menus to select the HubSpot property and Salesforce field that you want to map. You must select compatible property and field maps to create a mapping. The following table shows the HubSpot property field types that can sync to Salesforce, the corresponding API names, and the matching Salesforce field types.

HubSpot property field type	Salesforce field type
Dropdown select/Radio select	picklist, reference
Multiple checkboxes	multipicklist
Single checkbox	boolean
Number	double/int
Single-line text	string, textarea
Multi-line text	textarea
Date picker	date, datetime

Please note:

• If there's a type mismatch, or if one of your selected properties or fields is already mapped, a message will appear above the dropdown menus. Click the message to learn more.
• Any custom properties with the HubSpot user field type cannot be mapped to Salesforce fields.

 

7. Click Next.

Select a sync rule

8. The sync rule for your mapping determines how data will be synced between HubSpot and Salesforce. Select a sync rule from the following options:

• • Prefer Salesforce unless blank
    • HubSpot will only pass a value to Salesforce if there's currently no value in Salesforce.

• • • If a value exists in Salesforce, this value will always overwrite the existing value in HubSpot.
    • If you delete the value in Salesforce, the value will also be deleted in HubSpot.
  • Always use Salesforce
    • HubSpot will never pass data to Salesforce, even if there's no value in Salesforce.
    • If there's a value in Salesforce, the value will always overwrite the existing value in HubSpot.
    • If you delete the value in Salesforce, the value will also be deleted in HubSpot.
  • Two-way
    • The most recent value will always overwrite any existing values. 
    • If the value is deleted in HubSpot, it'll also be deleted in Salesforce, and vice versa.
  • Don't sync
    • Data will never pass between HubSpot and Salesforce.
    • If the value is deleted in HubSpot, it will not be deleted in Salesforce, and vice versa.

9. Click Save to save the mapping.

The new mapping will now appear in the list of mappings for the selected object. To edit an existing mapping, hover over it and click Edit mapping.

Once you've added your mappings, begin syncing the selected object with Salesforce by clicking to toggle the Sync [Object] switch on. For contacts, this is turned on by default and can't be turned off. 

Please note: there is a limit of 500 field mappings per object.

Owner sync

HubSpot identifies Salesforce Standard, PowerPartner, Guest, and Queue users as Salesforce owners when:

• They are imported into HubSpot from Salesforce.
• The Salesforce user owns a lead, contact, account, or opportunity record that syncs to HubSpot.

By default, the Owner ID field on a Salesforce lead, contact, account, or opportunity record will sync to the HubSpot Contact/company/deal owner property.

How Owner sync works

Any Salesforce owner can sync to HubSpot, but only owners in HubSpot that match an active Salesforce user's name and email address will sync to Salesforce. If HubSpot attempts to sync an owner that doesn't exist in Salesforce, the Owner ID field will reset to the last value from Salesforce.

Salesforce owner assignment rules differ for contacts, companies, and deals. Depending on the rule, HubSpot can create a new object in Salesforce or sync to an existing Salesforce object. If you're using timeline sync, learn more on how owners are synced for activities.

Contact owner assignment behavior

If a HubSpot contact creates a new Salesforce lead and is assigned a HubSpot owner that matches an active Salesforce user's name and email address before it first syncs to Salesforce, that owner will be assigned in Salesforce. If not, Salesforce lead assignment rules will apply.

After the initial owner assignment in either HubSpot or Salesforce, changes to either the Contact owner property in HubSpot or Owner ID field in Salesforce will sync to the other system.

If a HubSpot contact syncs to an existing Salesforce lead with an active Salesforce owner, Salesforce lead assignment rules will not apply, and the existing Salesforce owner will be maintained on the first sync. In subsequent syncs, the most recent owner value will update the value in the other system.

Please note: Salesforce requires records to have Owner values. When an unassigned HubSpot record syncs to Salesforce and a new record is created, its Owner will be set to the Salesforce user that created it, i.e. the integration user in the HubSpot account.

Map Salesforce reference fields to HubSpot

Salesforce reference field values sync to HubSpot as 18-digit record IDs, not as labels. Although HubSpot can't automatically retrieve these labels, you can map Salesforce reference fields to a HubSpot dropdown property to make the values usable for segmentation and reporting in HubSpot. 

1. In your HubSpot account, create a HubSpot custom property with a dropdown select field type.
2. Map the Salesforce reference field to the newly-created HubSpot custom property.
3. In your HubSpot account, click the settings settings icon in the top navigation bar.
4. In the left sidebar menu, navigate to Properties.
5. Click the name of the custom property used in the field mapping.
6. In the left sidebar menu, click Field type. 
7. In the Dropdown options section, the Internal name column will display the 18-digit record ID for each reference field value from Salesforce. Enter the corresponding field value labels from Salesforce in the Label fields.
8. In the top right, click Save.

You'll now be able to segment the reference field based on the field value labels, instead of the field value record IDs.

Resolve field mapping errors

When a field mapping has errors or needs to be updated, data may not be able to pass between HubSpot and Salesforce. To fix or refresh field mappings:

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Salesforce.
3. Click the Sync Health tab.
4. If there are any sync errors or warnings, they will appear in the Sync errors section. Click the sync error type to see more information, the affected records, and take further actions. 
5. If a mapping includes a Salesforce picklist field, you can refresh the field to check for any new picklist options in Salesforce and add the options to the corresponding dropdown menu property in HubSpot. To do so, hover over the mapping and click Refresh. 

Please note: when bulk resyncing company/account field mappings, HubSpot cannot sync more than 200,000 companies at the same time. This can result in a We couldn't sync all your updates for this mapping error.

Delete custom field mappings

If you no longer want to sync data between a HubSpot property and a Salesforce field in a custom field mapping, you can delete the mapping.

Please note: only custom field mappings can be deleted in HubSpot. While standard field mappings can't be deleted, data syncing can be stopped by setting the update rule to Don't Sync. This does not apply to the Unsubscribed from all email contact property. 

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Salesforce.
3. Click the object tab for your mapping: Contacts, Companies, or Deals.
4. Click the [Object] property mappings tab. 
5. Hover over the mapping and click Delete mapping.

Export field mappings

To export the list of field mappings:

1. In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. Click Salesforce. 
3. Click the object tab for the mappings you want to export: Contacts, Companies, or Deals.
4. Click the [Object] property mappings tab. 
5. Click Export field mappings (CSV).