Learn more about 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, 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.
Please note: you can sync as many custom objects as you can create in your HubSpot account per your HubSpot subscription. For example, if you can create 20 custom objects in HubSpot, you can sync 20 objects with Salesforce.
- In the popup box, click Get started.
- 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:
- The rules for Creating and updating [your custom object] are read only.
- Select what happens when Deleting [your custom object].
- Click Next >.
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.
- 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.
- 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.
- In the Preview screen, preview and review your custom object setup. You can click Edit or < Back to change your settings.
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.
- If you turned sync on, there will be a new tab in your Salesforce sync settings with the name of your custom object. You can edit the sync at any time from here.
After turning on the sync, only records that are created or updated in Salesforce will sync to HubSpot. To sync existing records, you can import custom objects from Salesforce to HubSpot.
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 Contacts > 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.
When you have turned sync on for a custom object there will be a new tab in your Salesforce sync settings with the name of your custom object. You can edit the setup details above 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.
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, AccountContactRelation, 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