Last updated: September 4, 2024
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Learn how to sync objects from Salesforce with custom objects in HubSpot.
Before you begin
You must create the custom objectin 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 Reporting & Data > 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.
Map objects
- In the Map objects screen, click the dropdown menus to select your Salesforce object and the associated HubSpot custom object to sync.
- Click Next.
Sync rules
- On the Sync rules screen:
- The rules for Creating and updating [your custom object] are read-only.
- Click the dropdown menu and select what happens when Deleting [your custom object].
- Click Next.
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.
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 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
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