We currently have the Hubspot/Salesforce integration set-up where ALL opportunities map to deals in Hubspot. We want to edit this so only opportuities from a specific opportunity record type in salesforce map. Is this an easy change? Any resources, tips, or how tos anyone can provide?
Thanks!
Hi @ZScheele,
Yes, you can limit the records that sync from Salesforce to HubSpot using the Salesforce Selective Sync. HubSpot provides this useful guide to take you through setting it up.
In short, selective sync works by limiting the permissions of the integration user (the Salesforce user used to sign in to Salesforce from HubSpot) to only have access to the records that you want to sync across.
You will probably need a Salesforce Admin to help with making these permission updates.
Hope this helps!
Louise