- In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
- In the Salesforce integration section, click the More dropdown menu and select View details.
- Click the Activities tab.
- Select the checkbox next to a HubSpot marketing or sales activity to sync to Salesforce as a task.
- To specify the Salesforce task type for the activity, click the Salesforce task type dropdown menu and select a task type. ...
How do I sync companies between HubSpot and Salesforce?
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.
How are leads and contacts created in HubSpot from Salesforce?
Salesforce leads and contacts are created in HubSpot in two ways: When they are imported from Salesforce to HubSpot. When a sync is triggered between Salesforce and HubSpot. All HubSpot contacts will sync to Salesforce by default.
How do I report on HubSpot activities in Salesforce?
You can also report on HubSpot activities in Salesforce. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. Click Salesforce. Click the Activities tab. Click to toggle the Salesforce task sync switch on.
What can I do with the HubSpot-Salesforce integration?
With the HubSpot-Salesforce integration installed, you can sync HubSpot marketing and sales activities (e.g., emails, notes, meetings) with Salesforce tasks for a more complete picture of interactions with your leads and contacts and your team's productivity. You can also report on HubSpot activities in Salesforce.
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How do I force sync between HubSpot and Salesforce?
In your HubSpot account, navigate to Contacts > Lists. Click the name of the list. In the upper right, click the Actions dropdown menu and select Resync list with Salesforce. In the dialog box, click Yes.
Can you link HubSpot and Salesforce?
The HubSpot-Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly, and maintain consistency between your marketing and sales teams.
How do I transfer data from Salesforce to HubSpot?
If you have the HubSpot-Salesforce integration enabled, you can import Salesforce leads, contacts, accounts, opportunities, tasks, and campaigns into HubSpot.In your HubSpot account, navigate to Contacts > Contacts.In the upper right, click Import.Click Start an import.More items...•
What triggers a Salesforce sync HubSpot?
If you're using a Salesforce inclusion list, any HubSpot contact (new or existing) added to your inclusion list will trigger a sync. Addition of a lead or contact to an active Salesforce campaign via a HubSpot form submission.
How often does Salesforce sync with HubSpot?
every 10-15 minutesThe HubSpot-Salesforce integration initiates a sync from Salesforce to HubSpot every 10-15 minutes. This means that a record may take 15 minutes to sync to HubSpot after it first meets the Sharing Rule criteria. Make sure that records created in Salesforce by the HubSpot Integration meet your sharing rule criteria.
Is HubSpot owned by Salesforce?
HubSpot announced today that it has renewed its long-standing agreement with Salesforce.com. Formed in 2007 and last renewed in 2015, HubSpot's relationship with Salesforce is a testament to the companies' shared commitment to an open and collaborative ecosystem.
Why we moved from Salesforce to HubSpot?
In general, moving to HubSpot will save you money - mostly because Salesforce charges per user and requires you to purchase paid add-ons for necessary features. Once again, with HubSpot, you get everything in one - all the features you need in one (lower) advertised price.
Which is bigger Salesforce or HubSpot?
HubSpot vs Salesforce CRM In terms of market share, Salesforce is the leader with a 19.6% market share and over 150,000 customers.
Why did HubSpot switch to Salesforce?
We switched to HubSpot about 3 years ago. Salesforce was just too difficult to make do what we want without pricey consultants, whereas HubSpot was easy and intuitive out of the box... It is so much cheaper and easier to use than Salesforce, which means people actually use it!
What is trigger sync?
A form of synchronization where the slave device does not stay resolved to the master. Trigger sync works by starting the slave device at the proper time to be “in sync” with the master. The two (or more) devices then move forward at their own speeds.
Does HubSpot have a lead object?
At the moment there is no such option in HubSpot.
What does HubSpot integrate with?
HubSpot and Salesforce's integration is a bridge between your marketing database and your sales database, allowing activity and information to move seamlessly between the two. With the HubSpot Salesforce integration, your sales team will consistently have the most up-to-date leads from your marketing team.
How to specify Salesforce task type?
To specify the Salesforce task type for the activity, click the Salesforce task type dropdown menu and select a task type. If you don't select a specific task type (i.e., -- No task type -- is selected), the activity will sync to Salesforce as a task without a type.
How to create tasks in Hubspot?
To create tasks in HubSpot when tasks are created in Salesforce: In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. Click Salesforce. Click the Activities tab. Click to toggle the Salesforce task sync switch on. With this setting enabled, ...
How to view Hubspot activity?
In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps. In the Salesforce integration section, click the More dropdown menu and select View details. Click the Activities tab.
Can you sync Hubspot with Salesforce?
With the HubSpot-Salesforce integration installed, you can sync HubSpot marketing and sales activities (e.g., emails, notes, meetings) with Salesforce tasks for a more complete picture of interactions with your leads and contacts and your team's productivity. You can also report on HubSpot activities in Salesforce.
Can Hubspot be synced with Salesforce?
You can sync HubSpot marketing or sales activities to Salesforce as tasks. For example, a contact opening a marketing email can sync to Salesforce as a task. If you're using HubSpot integrations, you can also sync associated contact activities to Salesforce as tasks.
How long does it take for Salesforce to sync to Hubspot?
The HubSpot-Salesforce integration initiates a sync from Salesforce to HubSpot every 10-15 minutes. This means that a record may take 15 minutes to sync to HubSpot after it first meets the Sharing Rule criteria. Make sure that records created in Salesforce by the HubSpot Integration meet your sharing rule criteria.
Can Salesforce records sync with Hubspot?
If the integration user has read/write permission to a Salesforce record, the record is eligible to sync with HubSpot; stated differently, any Salesforce records that the integration user cannot read/write will not be eligible to sync with HubSpot.
Does Salesforce sync with Hubspot?
Records owned by the integration user are always visible to that user, and therefore records owned by the integration user will always sync to HubSpot. To test or troubleshoot whether a record will be eligible to sync with HubSpot, log in to Salesforce as the integration user and attempt to view that record.
Does Hubspot stop syncing?
For example if a person fills out a HubSpot form on your website and is synced to Salesforce, they will stop syncing unless the new record meets the criteria of the Sharing Rules that you have created.
Does Hubspot use your information?
We're committed to your privacy. HubSpot uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.
Before you begin
You must create the custom object in your HubSpot account before setting up the custom sync within your Salesforce integration settings.
Set up your custom object sync
In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
Import custom objects from Salesforce (BETA)
After setting up a custom object sync, you can import custom objects from Salesforce to pull in existing data for custom objects.
Sync Settings
When you have turned sync on for a custom object there will be a new tab in your Salesforce sync settings with the name of your custom object. You can edit the setup details above at any time from here.
Supported Salesforce objects
You can sync both custom and standard Salesforce objects to HubSpot, but not all standard objects are supported.
How Salesforce leads and contacts sync to HubSpot
Salesforce leads and contacts are not automatically created in HubSpot after installing the Salesforce connector. Salesforce leads and contacts are created in HubSpot in two ways:
How HubSpot contacts sync to Salesforce
All HubSpot contacts will sync to Salesforce by default. However, if you create an inclusion list in HubSpot, only contacts that meet the list criteria will sync to HubSpot.
Properties synced between HubSpot and Salesforce
Default field mappings are created for the following HubSpot contact properties:
Understanding The Integration User
Creating The Integration User in Salesforce
- 1. Create a new Salesforce Profile
To ensure that you have all of the necessary permissions, we recommend that you clone the System Administrator profile and modify the cloned profile. After cloning the profile, edit the Profile's Standard Object Permissions to remove the Data Administration permissions from any … - 2. Create a new Role
Next create a new Role to be used by the integration user. In this example, we create the new Role at the highest level of the Role Hierarchy, so the new Role will be outside of any existing hierarchical Permissions schemes. Creating the Role at the outside of any existing hierarchies i…
Configure Your Salesforce Sharing Settings
- Now that we've created the integration user with its own role and profile, we can configure your Salesforce Organization's Sharing Settings to hide or expose the desired records to HubSpot. The following steps demonstrate the process on the Lead object, but this process can be repeated on the Contact object or any other object for the same effect. Learn more about Salesforce Sharing …
Considerations When Implementing Selective Sync from Salesforce
- This method will allow you to sync a subset of Salesforce records with HubSpot based on the criteria you define in your Salesforce Sharing Settings, but you should be aware of the following: 1. For selective sync to work most effectively, these two settings should be enabled within Salesforce Integration settings: This configuration makes it so that, leads and contacts sync to …