topic Re: Does the Salesforce integration support syncing Parent Account/Company relationships? in Sales Integrations

Does the Salesforce integration support syncing Parent Account/Company relationships?

ryan-cambium — Fri, 29 Jul 2022 18:46:17 GMT

Hi. I can't seem to find this in the docs anywhere. Does the standard HubSpot-Salesforce connector support syncing parent/child relationships at the account/company level?

Thanks!

Re: Does the Salesforce integration support syncing Parent Account/Company relationships?

TitiCuisset — Mon, 01 Aug 2022 08:46:51 GMT

Hi @ryan-cambium

Thank you for reaching out!

This is not possible with the integration at this stage, I'd recommend posting an Idea in our Ideas Forum regarding this. That way other users can upvote it; and the Product Team regularly monitors the Forum.

However I want to share with you this thread that could interest you regarding this.

Thank you!

Best

Tiphaine

Re: Does the Salesforce integration support syncing Parent Account/Company relationships?

ryan-cambium — Mon, 01 Aug 2022 19:14:15 GMT

I saw that, but it talks about Salesforce Campaigns... ?

Re: Does the Salesforce integration support syncing Parent Account/Company relationships?

RBozeman — Mon, 24 Jul 2023 19:39:04 GMT

Hi @ryan-cambium,

As far as I know, this is not possible at this time, and any workarounds are going to be a complicated process.

Quick question — what platform has the 'correct' child and parent associations in place?

But, wanted to mention that you can use Insycle to do this in bulk (full disclosure, I work for them). It's still a fairly complex process, but ensures consistency across both platforms.

Essentially, you ensure that your child/parent associations are in place on one platform (or you can use Insycle to set them in bulk if needed.). For example, let's say that Salesforce currently has the correct child+parent associations in place. Then, you can use the 'Salesforce Account ID' and 'Salesforce Parent Account ID' fields to make the bulk associations in HubSpot to match.

If the 'Salesforce Parent Company ID' field doesn't exist on the HubSpot company record, it gets a bit more complicated. You'd have to create a new custom field in both Salesforce and HubSpot, then use a Salesforce flow to copy it to the custom field, then sync that field back to HubSpot. Then, that custom field could be used to bulk associate.

We recently wrote an article about exactly this topic, that you might find helpful.

Happy to walk you through it if you have more questions.

Best,

Ryan

Re: Does the Salesforce integration support syncing Parent Account/Company relationships?

lverner8 — Wed, 15 Mar 2023 18:52:14 GMT

Hi Ryan, wondering if you have the insycle recipe for this available to use...?

Re: Does the Salesforce integration support syncing Parent Account/Company relationships?

ATeall — Thu, 05 Mar 2026 22:56:10 GMT

I was researching this topic on Google and found this thread, so I wanted to share how I solved for this.

In HubSpot, I created a new company property called "SFDC Parent Account ID" (you can name this whatever you want) and created a property sync to Salesforce's "Parent Account ID," with the default always being SF.

Because the Parent Account ID in SF is the same unique string as the Salesforce Account ID (for the parent company), this made it easy to use this in a workflow. My workflow is essentially, if SFDC Parent Account ID is known, next step is to Create Association. Here's a screenshot of the settings.

Enrolled Object is the child company with "SFDC Parent Account ID" is known.

Object to Associate is the parent company with the matching "Salesforce Account ID".