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Integrations

Sync Salesforce opportunities to HubSpot

Last updated: August 21, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise
CMS Hub  Professional, Enterprise

Salesforce opportunities sync to HubSpot as deals.

Please note: The number of pipelines you can sync depends on your Sales Hub subscription. Learn more about your pipeline sync limits in the Deals pipelines section.

Before you begin

If a HubSpot deal is created by a Salesforce opportunity when company sync 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:
  1. Ensure that company sync is enabled for the Salesforce integration and you've completed a Salesforce account import.
  2. Once an account import is complete, enable opportunity sync then, perform a Salesforce opportunity import. Opportunities created before deal sync is enabled will not automatically sync to HubSpot and need to be imported to Hubspot.

 

HubSpot deal properties sync with the following standard Salesforce opportunity fields:

  • Owner
  • Close date
  • Name
  • Type
  • Description
  • Amount
  • Stage

You can also create custom field mappings to sync other HubSpot deal properties with Salesforce opportunity fields.

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 icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Click Salesforce.
  • Navigate to the Deals tab, and toggle the switch to on for Sync Deals.

salesforce-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.
multi-pipeline-salesforce 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.

Learn how to import your Salesforce opportunities to HubSpot.

Contact properties that sync with opportunities

The integration will update four HubSpot contact properties if a Salesforce contact is associated with the opportunity. These fields can be used to segment lists or filters and create custom reports:

  • Associated deals: number of associated opportunities.
  • First deal created date: date the opportunity was created.
  • Recent deal close date: the date of the most recently closed won opportunity.
  • Recent deal amount: the amount of the closed won opportunity most recently created and associated with this contact.
  • Total revenue: the total revenue generated from each of a contact's associated opportunities.

Please note: the Recent deal amount property is populated by the most recently created deal associated with the contact, not the most recently closed deal.

Learn how to sync Salesforce accounts to HubSpot as companies.
/salesforce/sync-salesforce-opportunities-to-hubspot