topic Re: Replicate Hubspot lists in Salesforce in Data Hub

Replicate Hubspot lists in Salesforce

rulpats — Tue, 06 Aug 2024 14:42:12 GMT

What are several possible ways and the easiest one to replicate Hubspot lists in Salesforce? I have created a list in Hubspot and I want to find those leads/contacts in SFDC.

Re: Replicate Hubspot lists in Salesforce

Jigar_Thakker — Tue, 06 Aug 2024 14:51:00 GMT

Hi @rulpats ,

Thank you for reachingout to the Community!

To easily replicate your HubSpot lists in Salesforce, you can manually sync them if you’re using Marketing Hub Professional or Enterprise. Here’s a step-by-step guide:

Go to CRM > Lists in your HubSpot account.
Select the list you want to sync.
Click on the Actions dropdown menu in the upper right corner and choose Resync list with Salesforce.
In the confirmation dialog box, click Yes to proceed.

For additional details and guidance, you can refer to this helpful link.

I hope this helps! If you find this solution useful, please mark it as a solution.

Re: Replicate Hubspot lists in Salesforce

rulpats — Tue, 06 Aug 2024 15:12:04 GMT

@Jigar_Thakker No my question is how can I find those contacts without adding them to a salesforce campaign?

Re: Replicate Hubspot lists in Salesforce

KhushbooP11 — Wed, 28 Aug 2024 01:41:20 GMT

Hi @rulpats,

If you're looking to find or replicate your HubSpot list in Salesforce without adding those contacts to a Salesforce campaign, here are a few approaches you could consider:

1. Export your HubSpot list as a CSV file, including key identifiers such as email addresses or contact IDs.

2. Use this CSV file to perform a search in Salesforce by matching these identifiers. You can do this using Salesforce’s data import or list view functions to create a custom view with matching criteria.

3. If there are unique identifiers or fields in HubSpot that are also in Salesforce (like email addresses), you can create a custom report in Salesforce using these fields to filter and find the corresponding contacts.

4. Set up the report to match based on those criteria (e.g., email, name, etc.), allowing you to see which contacts in Salesforce align with your HubSpot list.

5. If you have access to tools like Zapier or PieSync, you can set up an automation that syncs HubSpot list membership as a custom field in Salesforce. This would allow you to filter or create views based on this field.

6. If you have developer resources, consider creating a custom integration that syncs list membership directly to Salesforce without adding them to campaigns. This could be achieved through API-based solutions where HubSpot list membership is pushed to Salesforce as a custom field.

I hope one of these methods helps! If you have further questions or need more detailed steps for any of these approaches, feel free to reach out.

Khushboo Pokhriyal

Growth & Operations

GroRapid Labs

LinkedIn | 9315044754 | Email | Website

Re: Replicate Hubspot lists in Salesforce

rulpats — Wed, 28 Aug 2024 12:05:34 GMT

Thanks, Khushboo, for your elaborate answer. I will explore options 5.