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Sync objects from your Salesforce account to HubSpot as custom objects

Last updated: May 26, 2021

Applies to:

Marketing Hub  Enterprise
Sales Hub  Enterprise
Service Hub  Enterprise
CMS Hub  Enterprise

When you have created custom objects in your HubSpot account, you can sync objects from Salesforce to your custom objects in HubSpot. You will also have familiar sync features such as sync settings, customizable field mappings, and sync health.

Set up your custom object sync

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Salesforce.
  • In the top right, click + Sync custom object.
sync-custom-object

Please note: you can sync up to 10 customs objects only.

  • In the popup box, click Get started.

Map objects

  • In the Map objects screen, click the dropdown menus to select your Salesforce object and the associated HubSpot custom object to sync. 
sync-salesforce-object-to-hubspot-updated
  • Click Next >.

Sync rules

  • On the Sync rules screen:
    • The rules for Creating and updating [your custom object] are read only.
      salesforce-create-update-custom-object
    • Select what happens when Deleting [your custom object].
      salesforce-delete-object
  • Click Next >.

Associations

  • On the Associations screen, click to toggle the associations you want to sync to HubSpot from Salesforce. The associations fields shown are representing what is set up in Salesforce for that custom object. Select the field you want HubSpot to use to associate the two objects. If you don't see a correct field please reach out to your Salesforce admin to discuss the associations set up in Salesforce.

Please note: associations can only be passed between objects that are already syncing with HubSpot. For example, if you have company sync enabled then you will be able to sync associations between accounts and your custom objects.


turn-on-association

  • Click Next >.

Field mappings

  • In the Field mappings screen, select the Salesforce field you want to sync to the HubSpot required field. Custom objects in HubSpot require at least one required field. 
required-fields
  • Click Next >.
  • Review your property mappings. You can edit or delete any of the mappings. You must resolve any errors before moving to the next step.
review-field-mappings
  • Click Next >.

Preview

  • In the Preview screen, preview and review your custom object setup. You can click Edit or < Back to change your settings.
review-salesforce-settings-1
  • Click Next >.

Turn on sync

  • In the Turn on sync screen, select to Start continual sync or Save for later.

Please note: only records that are created or updated will sync to HubSpot. If you want to bulk add records into HubSpot you will need to bulk update a field on the records for this custom object in Salesforce and that will trigger a sync.


Supported Salesforce objects

You can sync both custom and standard Salesforce objects to HubSpot, but not all standard objects are supported.
 
The following standard objects can be synced: AcceptedEventRelation, AccountContactRole, AccountPartner, ActionLinkGroupTemplate, ActionLinkTemplate, AdditionalNumber, Asset, AssetRelationship, AssignedResource, AssociatedLocation, BusinessProcess, CallCenter, Campaign, CampaignMember, CampaignMemberStatus, Case, CaseComment, CaseContactRole, CaseMilestone, CaseSolution, CaseStatus, CaseTeamMember, CaseTeamRole, CaseTeamTemplate, CaseTeamTemplateMember, CaseTeamTemplateRecord, CategoryData, CategoryNode, ClientBrowser, CollaborationGroup, CollaborationGroupMember, CollaborationGroupMemberRequest, CollaborationGroupRecord, CollaborationInvitation, Community, Contract, ContractContactRole, ContractLineItem, ContractStatus, DeclinedEventRelation, EmailMessage, EmailMessageRelation, EmailServicesAddress, EmailServicesFunction, EmailTemplate, Entitlement, EntitlementContact, EntitlementTemplate, EntityMilestone, EntitySubscription, Event, EventRelation, Holiday, Idea, IdeaComment, KnowledgeableUser, LeadStatus, ListEmail, ListEmailRecipientSource, ListEmailShare, Location, MailmergeTemplate, MessagingChannel, MessagingEndUser, MessagingLink, MessagingSession, MilestoneType, Note, OperatingHours, OpportunityCompetitor, OpportunityContactRole, OpportunityLineItem, OpportunityPartner, OpportunityStage, Order, OrderItem, OrgWideEmailAddress, Partner, PartnerRole, Period, Pricebook2, PricebookEntry, ProcessDefinition, ProcessInstance, ProcessInstanceNode, ProcessInstanceStep, ProcessInstanceWorkitem, ProcessNode, Product2, ProductEntitlementTemplate, QuickText, RecordType, ResourceAbsence, ResourcePreference, SearchPromotionRule, ServiceAppointment, ServiceAppointmentStatus, ServiceContract, ServiceResource, ServiceResourceSkill, ServiceTerritory, ServiceTerritoryMember, Site, Skill, SkillRequirement, SlaProcess, Solution, SolutionStatus, Stamp, StampAssignment, TaskPriority, TaskStatus, TimeSlot, TodayGoal, Topic, TopicAssignment, UndecidedEventRelation, Vote, WorkOrder, WorkOrderLineItem, WorkOrderLineItemStatus, WorkOrderStatus, WorkType