Sync Salesforce opportunities to HubSpot

Learn more about how the Salesforce integration syncs opportunities in Salesforce with deals in HubSpot. 

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 get started 

• The integration user must have either Modify all data or Modify metadata through metadata API functions permissions in Salesforce.
• To ensure that companies and deals are associated correctly when they sync from Salesforce, the company sync must be turned on for the Salesforce integration and a Salesforce account import must be completed. If a deal is synced from Salesforce while the company sync is turned off, the company record will not be associated to the deal record. If the company sync is turned on after the opportunity sync is turned on, the Salesforce account association will be removed from the opportunity. 

Turn on deal sync

To begin syncing deals and opportunities, turn on the Sync Deals setting.

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. Then click the Deals tab. 
3. Click to toggle the switch for deal sync on. 

Please note: you must turn on the sync setting before importing Salesforce opportunities. Otherwise, deal records won't be created in HubSpot. 

Once the sync is turned on, each opportunity record in Salesforce will be synced to their corresponding pipeline in HubSpot once they fulfill a sync trigger. The pipeline will be named Salesforce - [record type ID in Salesforce]. If you only have one pipeline created in your Salesforce account, it'll be named Salesforce - Default Pipeline in HubSpot.

You can stop a deal from syncing as an opportunity, or vice-versa, by moving the deal to a pipeline that is not synced. 

If you delete a Salesforce opportunity that's 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.

How Salesforce opportunities sync to HubSpot

Any pre-existing Salesforce opportunities will be synced to HubSpot in two ways:

• When they are manually imported to HubSpot.
• When edits are made to opportunity records in Salesforce, depending on your sync rules and field mappings. 

If an opportunity is associated with Salesforce contact records, you can also associate the synced deal with the corresponding contacts in HubSpot. For this to occur, ensure that the contact record in Salesforce is associated to the opportunity as an OpportunityContactRole. The integration will update the contact’s Lifecycle stage property, as well as five other contact properties from the most recently created opportunity:

• Associated deals
• First deal created date
• Recent deal close date
• Recent deal amount
• Total revenue

These fields can be used to create segments, filter your contacts, or create custom reports.

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.

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.

How HubSpot deals sync to Salesforce

After the deal sync is turned on, any new and pre-existing deals in the Salesforce syncing pipelines will be created in Salesforce as opportunities when a sync trigger is met. If a HubSpot contact is associated to the deal, the corresponding Salesforce contact record will be added to the Salesforce opportunity as an OpportunityContactRole. 

HubSpot deal properties sync to 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.

Learn how to sync Salesforce accounts to HubSpot as companies.

Salesforce Opportunity to HubSpot Contact Lifecycle Stage

To automatically change the lifecycle stage of HubSpot contacts to Customer when their associated Salesforce opportunities are marked as Closed/Won, the following settings must be turned on in HubSpot: 

• Account sync: to sync Salesforce accounts to HubSpot companies.
• Automatic lifecycle stage transitions setting: for actions taken on an associated Salesforce record to impact the lifecycle stage of the corresponding HubSpot contact.
• Lifecycle stage sync setting: to apply any changes made to a contact's lifecycle stage to all contacts associated with the same company in HubSpot.
• In addition, at least one Salesforce contact in the account must be associated with the opportunity via contact roles. A Salesforce opportunity with an associated account but no associated contacts will not affect the lifecycle stage of HubSpot contacts.