topic Re: Associate Deal sync from Salesforce to Hubspot Contact in APIs & Integrations

Associate Deal sync from Salesforce to Hubspot Contact

JerikaNguyen — Mon, 23 Dec 2024 08:11:34 GMT

I'm working on the integration to sync data between Hubspot and Salesforce. I encountered some issues that some of the Deals from Salesforce didn't not associate with Contacts on Hubspot. I would like to create the association via Hubspot APIs. However, I don't know which property that Hubspot uses to associate a Deal with a Company or a Contact. For example, Hubspot will automatically associate Contact with email domain name that matches company domain name. Then I would like to know which property that I could base on to manually update associated Contacts for Deals.

Re: Associate Deal sync from Salesforce to Hubspot Contact

FarioConsulting — Mon, 23 Dec 2024 15:23:37 GMT

Hi,

You will want ensure that Contacts are associated with Deals as OpportunityContactRoles in Salesforce for the integration to reflect these associations in HubSpot.

FYI to manually update Contacts for Deals through APIs, you might need to use properties like "Associated contacts" and make sure the associations are correctly set up

Cheers,

Harsh

Fario Consulting

Re: Associate Deal sync from Salesforce to Hubspot Contact

Nagarjoon — Mon, 23 Dec 2024 16:05:29 GMT

To manually associate Deals with Contacts in HubSpot via API, you can use the "Contact ID" and "Deal ID" in the HubSpot CRM. Contacts and Companies in HubSpot are often associated based on the email domain (Contacts) matching the Company domain name. For Deals, HubSpot does not auto-associate with Contacts unless explicitly linked. Use the HubSpot Associations API to create a custom association by specifying the Contact and Deal object types, and their respective IDs.

Additionally, if there is no clear identifier, you can retrieve Deals and Contacts from HubSpot, map them using shared Salesforce fields (like email or custom properties), and programmatically update the associations.

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Re: Associate Deal sync from Salesforce to Hubspot Contact

GRajput — Tue, 24 Dec 2024 06:03:24 GMT

Hi @JerikaNguyen

If you associate Contact with Deal then the Contact's company will not associated with Deal. You have to associate both the contact and the company separately.

I hope this will help you out. Please mark it as Solution Accepted and upvote to help another Community member.
Thanks!