Limiting Salesforce sync of Accounts to imported Contacts

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JoshAtMNCEE
Contributor

Hi, new org just setting up Hubspot. I've looked thru a bunch of previous helpful posts like https://community.hubspot.com/t5/Marketing-Integrations/How-much-of-Salesforce-to-Import-if-I-intend..., but haven't found answer to my specific problem.

I imported a Salesforce campaign's worth of contacts to Hubspot. I had sync turned on for accounts and opportunities, so those records related to the contacts imported as well. I set the sync to "Don't automatically create Hubspot contacts" until we get workflows set up. I thought that would prevent Salesforce objects not in that original campaign from syncing to Hubspot.

Now I see that Hubspot is creating thousands of companies and deals without contacts, probably from any new or updated accounts or opportunities in Salesforce. 

I can mass-delete those from Hubspot with a report of accounts without contacts. And I can turn off syncing for accounts and opportunities. But once I turn on "Create a Hubspot contact when a Salesforce contact is created", won't I need to turn account and opportunity sync on, and will the same thing happen?

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Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @JoshAtMNCEE 

 

Ok, so this appears to have changed with the introduction of two-way company sync last year: [Now Live] Bi-directional Sync for Salesforce Accounts and HubSpot Companies

 

The syncing of companies from Salesforce to HubSpot appears to no longer be limited by contact association. I created an account with no contacts in my test Salesforce and it got created in my test HubSpot portal straight away.

 

HubSpot doesn't charge for companies in the database, only contacts, so there is no issue there. But it does lead to more accounts than you might want/expect in the portal. 

 

There's no option to control this behaviour at a more granular level as yet. 

 

Hope this helps.

 

 

Phil Vallender | Inbound marketing for B2B technology companies

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5 Replies 5
Phil_Vallender
Solution
Most Valuable Member | Elite Partner

Hi @JoshAtMNCEE 

 

Ok, so this appears to have changed with the introduction of two-way company sync last year: [Now Live] Bi-directional Sync for Salesforce Accounts and HubSpot Companies

 

The syncing of companies from Salesforce to HubSpot appears to no longer be limited by contact association. I created an account with no contacts in my test Salesforce and it got created in my test HubSpot portal straight away.

 

HubSpot doesn't charge for companies in the database, only contacts, so there is no issue there. But it does lead to more accounts than you might want/expect in the portal. 

 

There's no option to control this behaviour at a more granular level as yet. 

 

Hope this helps.

 

 

Phil Vallender | Inbound marketing for B2B technology companies

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JoshAtMNCEE
Contributor

That helps, thanks @Phil_Vallender . What I'm worried about is, once I turn on Salesforce Contacts create Hubspot Contacts, that will happen for all contacts that are updated in Salesforce--not just created. I had planned on working with current customers and two years' worth of new customers in Hubspot--fitting under our 15,000 limit. But if I make a mass update to historical contacts, such as adding a field, will they all sync to Hubspot, blowing way past my limit? Then I would have to make them all unmarketable in Hubspot.

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ChrisLuce
Member

But what if we want to synch Salesforce companies with Hubspot companies, but we have our set up with Hubspot creating lead records in Salesforce, not contact records?  This would solve  lead to account mapping and enable account creation without an associated contact in Salesforce.  

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JoshAtMNCEE
Contributor

Note to inexperienced users: if you delete Accounts in Hubspot, it doesn't delete the Account in Salesforce, but it does clear Opportunity.AccountId in any opportunities that are also autosynced. 😞

EAGMark
Contributor

Hey Josh,

 

Did you ever find a good work around for this issue. I don't want Hubspot accessing the accounts that don't have an associated contact. I used to like the Hubspot Company sync because it would pull over unique data if the company had a website, but my API calls are through the roof, so I'm forced to keep deleting accounts or turn off the company sync. As far as I know, selective sync is limited to contacts.

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