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Integrations

Sync Salesforce accounts to HubSpot

Last updated: June 25, 2021

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
CMS Hub Professional, Enterprise
Learn more about how the Salesforce integration syncs accounts in Salesforce with companies in HubSpot.

Turn on company sync

To begin syncing companies and accounts, turn on the Sync Companies setting. 

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Salesforce, then click the Companies tab.
  • Click to toggle the Sync Companies switch on. 

Please note: the sync setting must be enabled before importing Salesforce accounts, otherwise company records will not be created in HubSpot. 

salesforce-sync-accounts

How Salesforce accounts sync to HubSpot

After the Sync Companies setting is turned on, any new accounts in Salesforce will automatically be created in HubSpot as companies.

Any existing accounts will be synced to HubSpot in two ways:

A Salesforce account does not require an associated contact to create a company in HubSpot.

How HubSpot companies sync to Salesforce

When a company is created in HubSpot, the integration will automatically create a Salesforce account if any of the following criteria is met:

The integration will not create a Salesforce account if any of the following criteria is met:

  • The company is not associated with any HubSpot contacts.
  • All of the company’s associated HubSpot contacts are syncing with Salesforce leads.
  • None of the company’s associated HubSpot contacts qualify for your Salesforce inclusion list.

Please note: if you're syncing HubSpot companies with Salesforce accounts, changes to the HubSpot contact's lifecycle stage will sync to the company's lifecycle stage. 

Manually create accounts in Salesforce

You can also manually create new accounts in Salesforce from company records in HubSpot. 

  • In your HubSpot account, navigate to Contacts > Companies.
  • Click the name of your record.
  • In the right panel, locate the Salesforce sync section.
  • Click Actions > Resync.

salesforce-resync

Learn how HubSpot deduplicates Salesforce accounts