If a HubSpot deal is created by a Salesforce opportunity when companysync is switched to off, HubSpot and Salesforce cannot sync account/company data - this includes an opportunity's account association.
To ensure the deal's associations are synced correctly, HubSpot recommends following the below steps before enabling opportunity sync:
Please note: Salesforce opportunities in multi-currency organizations can sync to HubSpot, but the integration cannot convert between currencies when syncing currency values. Only the number value will sync between Salesforce and HubSpot, and no exchange rates will be applied.
Enable the opportunity sync
An opportunity in Salesforce syncs to HubSpot as a deal. If your opportunity is associated with Salesforce contact records, you may want the sync to associate the synced deal to corresponding contacts in HubSpot. For this to occur, ensure the contact records in Salesforce is associated with the opportunity as an OpportunityContactRole.
A deal created in HubSpot also syncs to Salesforce as an opportunity. If a HubSpot contact is associated with the deal, the corresponding Salesforce contact record will be added to the Salesforce opportunity as an OpportunityContactRole.
In your HubSpot account, click the Marketplace iconmarketplace in the main navigation bar. Under Manage, select Connected apps.
Navigate to the Deals tab, and toggle the switch to on for Sync Deals.
Please note: to enable deal sync in your account the integration user must have either Modify all data or Modify metadata through metadata API functions permissions in Salesforce.
Once the sync is turned on, each opportunity record in Salesforce will be synced to their corresponding pipeline in HubSpot. The pipeline will be named Salesforce - [record type ID in Salesforce]. If you only have one pipeline created in your Salesforce account it will be named Salesforce - Default Pipeline in HubSpot.
Only deals in the Salesforce syncing pipelines will sync between HubSpot and Salesforce. To stop a deal from syncing, move the deal into a pipeline that does not sync with Salesforce.
When you associate a Salesforce contact with an opportunity, the integration will update the deal's Lifecycle stage property, as well as sync additional properties from the most recently created opportunity.
Please note: if you delete a Salesforce opportunity that is syncing with a HubSpot deal, the HubSpot deal will be deleted. However, if you delete a HubSpot deal, the corresponding Salesforce opportunity will not be deleted.