Sync custom objects between HubSpot and Salesforce

Learn how to sync objects from Salesforce with custom objects in HubSpot.

Before you begin

You must create the custom object in your HubSpot account before setting up the custom sync within your Salesforce integration settings. 

Set up your custom object sync

• In your HubSpot account, navigate to Data Management > Integrations.
• Click Salesforce.
• In the top right, click + Sync custom object.
• In the popup box, click Get started.

Please note: you can map up to 10 custom objects per HubSpot account. Learn more in HubSpot's Products and Services Catalog.

• In the Map objects screen, click the dropdown menus to select your Salesforce object and the associated HubSpot custom object to sync.

• On the Sync rules screen, review your sync rules and decide what happens in either app when you update or delete a custom object. Click the Resolve sync conflict rule dropdown menu and select the app that should be used to resolve any conflicts. 

Please note: a sync will not be triggered when a Salesforce record is removed from a Campaign. The related contact or custom object record in HubSpot must be triggered to sync for the custom object record to be deleted. 

Associations

The associations fields shown on the Associations screen represent what is set up in Salesforce for that custom object. If you don’t see a correct field, please reach out to your Salesforce administrator. It is not possible to sync a custom object to both Salesforce contacts and leads. 

• Click to toggle the associations you want to sync from Salesforce to HubSpot.
• In the dropdown menu, select the field you want HubSpot to use to associate the two objects. 

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.

• 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. 

• 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.

• Click Next.

Preview

• In the Preview screen, preview and review your custom object setup. You can click Edit or Back to change your settings.

• Click Next.

Turn on sync

• In the Turn sync on screen, select Start continual sync to sync records when they’re created or updated in Salesforce. Select Save for later if you want to turn on the sync at a later time.

• Click Turn sync on or Save for later. 

Import custom objects from Salesforce

After setting up a custom object sync, you can import custom objects from Salesforce to pull in existing data for custom objects.

• In your HubSpot account, navigate to CRM > Contacts.
• In the upper right, click Import.
• Click Start Import. 
• Select Integrations, then click Next.
• Select Salesforce records, then click Next.
• Select Custom Objects, then click Next.
• Choose the custom object you want to import. 

• Click Review to review the number of records in the import.
• Click Begin import.
• You’ll be redirected back to the Imports screen. When your import is complete, it will appear in the import table.

Sync Settings

When you've turned sync on for a custom object, there'll be a new tab in your Salesforce sync settings with the name of your custom object. You can edit the setup details at any time from here.

 

If there are errors with your custom object sync, they will display in the Sync Health tab. You can then resolve the error from there.

 

To delete the custom object sync, click  Delete custom object sync in the upper right.

 

 

Learn more about using custom objects.

Supported Salesforce objects