Hi @BHumphrey0,
Most of what you are looking for can be found here.
A couple noteable things to look for:
- If there’s a custom object in SFDC, you’ll need Enterprise if you want to map that data as a custom object.
- Pay attention to what data you want to sync. Use inclusion lists wisely if you want to be specific as to what gets sent to SFDC from HubSpot.
- From my experience historical data is more limited using this native integration vs the TruJay migration tool - also note that at this time the native tool won’t bring over attachments from SFDC to HubSpot
- You should have a specific integration user on the SFDC so you don’t have to worry about that person’s account being removed.
- There are steps you have to take in both the SFDC and HubSpot side
I would also recommend running through the Salesforce Integration certification in HubSpot. It will take you some extra time to get started, but I promise you that it will save you time in the future.
Good luck!
Josh