Turn on company sync.
- 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 to integrate HubSpot with Salesforce?
Steps to Integrate Data from HubSpot to Salesforce:
- Navigate to the marketplace in your HubSpot account by clicking on the Marketplace icon. ...
- Click on the Visit App Marketplace button on the upper-right corner.
- Search for Salesforce integration and click on View integration. ...
- The next step is to log in to Salesforce. ...
- The next step is to install HubSpot in Salesforce. ...
How to enable Salesforce file sync?
- The maximum amount of data that individual users can sync in their Salesforce Files folder is 10 GB. ...
- The maximum file size that can be uploaded using the Salesforce Files folder is 500 MB.
- The maximum number of versions per file is 2048.
- The Maximum number of users who can sync the same file simultaneously is 1000 users.
Does HubSpot integrate with Salesforce?
With HubSpot and Salesforce’s integration, activity and information get seamlessly connected between HubSpot’s marketing database and Salesforce’s sales database. Having HubSpot integration on top of your marketing funnel will ensure your sales team always gets the best leads from your salesforce. What Integrations Does Asana Have?
How to migrate from HubSpot to Salesforce?
- Define which data (leads, accounts, contacts, opportunities, etc.) should be moved into HubSpot.
- Build new properties in HubSpot.
- Export data from current platform into .csv and clean. Use our native Salesforce integration to automate the migration. ...
See more
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.
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 do I import a Salesforce account into HubSpot?
Import Salesforce recordsIn your HubSpot account, navigate to Contacts > Contacts.In the upper right, click Import.Click Start an import.Select Integrations > Salesforce records, then click Next.More items...•
How often does Salesforce sync to 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.
How do I sync HubSpot campaigns with Salesforce?
In your HubSpot account, navigate to Marketing > Lead Capture > Forms. Hover over the form name and click Actions > Edit form. In the upper right, click Share. In the dialog box, click the Add contacts to a Salesforce campaign dropdown menu and select the Salesforce campaign to associate the form with.
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.
How do I link an account and contact in Salesforce?
Linking accounts to contacts for Salesforce integrationNavigate to Audience. ... Select Link by mapping.Select the SFDC Account ID as the fields you want to use to automatically link contact and account records by. ... Select the Perform a case-sensitive match check box since Salesforce uses case-sensitive matches.More items...
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.
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 do I link a contact to a company in HubSpot?
In your HubSpot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Objects > Companies. In the Automation section, select the Create and associate companies with contacts checkbox.
How does HubSpot compare to Salesforce?
Salesforce has an edge when it comes to advanced features and customization. HubSpot has less of a learning curve and offers more well-rounded marketing and sales tools at an accessible price point (even free!).
Are HubSpot and Salesforce competitors?
HubSpot and Salesforce are CRM platforms. They both offer a CRM along with all the tools your front office teams need including sales, marketing, content management, and service tools. But they were built differently.
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:
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.
How to install Hubspot on Salesforce?
Click Start the Salesforce package installation to begin. You'll be redirected to Salesforce to install the HubSpot integration package. Select Install for All Users, then click Install. In the dialog box, select the Yes, grant access to these third-party web sites checkbox, then click Continue.
How to change Hubspot sync settings?
To change the settings for a data sync type, click Change. When you're done, click Finish setup and begin syncing. You'll be redirected to your Salesforce integration settings, and data between HubSpot and Salesforce will begin syncing.
Can you connect Hubspot to Salesforce?
If you're connecting HubSpot to a Salesforce sandbox, select the Yes, this will connect to a sandbox checkbox. Click Log in to Salesforce. In the pop-up window, enter your Salesforce credentials and click Log In. After logging in, you'll be redirected back to the connector wizard in HubSpot.
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 to connect Hubspot to Salesforce?
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. Navigate to the Sync Settings tab. Click the Actions dropdown and click Connect a different user .
How to connect Salesforce to another user?
Navigate to the Sync Settings tab. Click the Actions dropdown and click Connect a different user . You'll be redirected to Salesforce's login page in a new browser tab. Enter your Salesforce credentials and click Log In.
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 …