Limiting Salesforce sync of Accounts to imported ContactsSOLVE
Sep 12, 2019 1:02 PM
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?
Solved! Go to Solution.
Sep 12, 2019 6:01 PM
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.