Salesforce Sync by Lifecycle Stage

HubSpot Ideas

Status: Idea Submitted

1

It would be great if we could sync contacts to Salesforce by lifecycle stage. For intsance, we only want SQLs and Opportunities to sync to Salesforce and Subscribers, Leads, and MQLs to stay in Hubspot for our marketing team to work on them exclusively.

2

Hi @keelysaye! You can do this using a HubSpot Inclusion List.

To do this:

  • Create an active list for Lifecycle Stage = Opportunity or SQL
    • I also recommend adding an OR statement for Last Salesforce Sync Time is Known OR Salesforce Contact ID is Known so that contacts already in sync stay in sync
  • Navigate to the Salesforce integration in HubSpot under HubSpot > Salesforce and select the Active list you created under the Inclusion List setting.

Then, only contacts on the inclusion list will sync through to Salesforce. :slightly_smiling_face:

3

@LaurenRyan Thank you!!!