Can You Only Sync Certain Records From Salesforce to HubSpot?

Is there a way to set up a selective sync on Salesforce to only add into HubSpot Contacts/Leads who are current clients or have a deal in place?

Hi @CSong1,
Thanks for asking the Community!
I’d like to share this article “Selective Sync from Salesforce to HubSpot” that might help you!
I also would like to ask some of our Community Members: Hi @CDuRard, @Siobhan and @Madsjorgensen did you use the selective sync with the Salesforce integration? If yes, do you have any feedback to share to help @CSong1, please?
Also, if anybody else has anything to add and/or share, please feel free to join in the conversation :slightly_smiling_face:
Thanks a lot and have a great day!
Best,
Bérangère

HubSpot & Salesforce have very little documentation/support surrounding “selective sync,” the ability to only sync a subset of a contact records from HubSpot > Salesforce. It requires field mapping, workflows, & custom fields. We used a combination of custom fields (checkboxs) and flow in order to have only a subset of our records flow into Hubspot.

I used Skyvia for simmilar task and it performed well. I created filters to sync only specific records (like contacts or leads with active deals on your case) and set up a schedule for syncing in near-real time.