Hi!! I am wondering if there is a way to send marketing and non-marketing Contacts through the Salesforce integration? I am doing the more nuanced sync to not send every single thing but is there somewhere in HubSpot that I can say if the Salesforce RecordType = X make that a nonmarketing Contact but everything else is a marketing contact?
Hi @DKnell,
Sure, you can do this via workflow: Set contacts as marketing
The requirement would be for your record type information to also be synced to HubSpot. In other words, you need a HubSpot property that corresponds to your Salesforce record type property: Map HubSpot properties to Salesforce fields
Once that is in place, you can create a contact-based workflow that enrolls contacts ‘When filter criteria is met’ > ‘Contact properties’ > ‘Record type is’, then use the marketing contact workflow action to either make them a marketing contact or withdraw their status. Alternatively, enroll records when ‘Record type is known’, then branch for the different values, then select for each branch whether that makes a contact a marketing contact or not.
Let me know if you have any follow-up questions!
Yes, you can achieve this by using HubSpot workflows and Salesforce integration settings. Here’s a short solution:
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Set up a Salesforce Field: Ensure you have a custom field in Salesforce (e.g., “RecordType”) that identifies marketing vs. non-marketing contacts.
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Create a HubSpot Workflow:
- Create a workflow in HubSpot that triggers based on the Salesforce “RecordType” field.
- Set a condition in the workflow: If the Salesforce “RecordType” = X, update the contact’s “Marketing Contact” status in HubSpot to Non-Marketing.
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Sync Salesforce with HubSpot: Make sure the integration between Salesforce and HubSpot is set to sync these fields accurately.
This way, you can differentiate between marketing and non-marketing contacts based on the Salesforce RecordType.