Sync custom objects between HubSpot and Salesforce

Learn how to set up a two-way sync for custom objects, between Salesforce and HubSpot.

• You must create the custom object in your HubSpot account before setting up the custom sync within your Salesforce integration settings. 
• You can map up to 10 custom objects per HubSpot account. Learn more in HubSpot's Products and Services Catalog.
• It's not possible to create field mappings involving Salesforce lookup/reference fields on custom objects. You can sync this data through the association setting.

Set up your custom object sync

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. In the top right, click + Sync custom object.

4. In the popup box, click Get started.

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

6. 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 the correct field, please reach out to your Salesforce administrator. It isn't possible to sync a custom object to both Salesforce contacts and leads. 

1. Click to toggle the associations you want to sync from Salesforce to HubSpot.
2. 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 turned on then you will be able to sync associations between accounts and your custom objects.

3. Click Next.

Field mappings

1. On the Field mappings screen, select the Salesforce field you want to sync to the HubSpot required field. Custom objects in HubSpot must have at least one required field. Click the Sync Rule dropdown menu and select the sync direction for the field (Two-way, Always use Salesforce or Always use HubSpot). 
2. Click Next.
3. Review your property mappings. Click the HubSpot field dropdown menu to edit a mapping. 
4. Click the Sync Rule dropdown menu and select the sync direction for each field mapping (Two-way, Always use Salesforce or Always use HubSpot). 
5. Click Next.

Preview

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

2. Click Next.

Turn on sync

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

2. In the bottom right, click Turn sync on or click 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.

1. In your HubSpot account, navigate to CRM > Contacts.
2. In the upper right, click Import.
3. On the Data integration page, click Import data.
4. Click Objects from an app.
5. Select Salesforce records, then click Next.
6. Select Custom Objects, then click Next.
7. Choose the custom object you want to import. 

8. Click Review to review the number of records in the import.
9. Click Begin import.
10. You’ll be redirected back to the Data integration screen. When your import is complete, it'll appear in the import table.

Sync Settings

Supported Salesforce objects

Please note: although RecordType objects are supported by the sync between Salesforce and HubSpot, if a RecordType object is deleted in Salesforce, the corresponding custom object in HubSpot won't be deleted.