Creating leads and contacts using the Salesforce <> Hubspot Integration
SOLVE
We currently have the salesforce <> Hubspot connection set so that when a new contact is created or updated in Hubspot it creates or updates a lead in salesforce. We have this set this way because we have workflows set up in Hubspot to capture leads and send to salesforce.
The issue is, we also use Hubspot to send communications to our existing customers and at times we need to add new contacts for existing customers into Hubspot. When this is happening the contact is being created in salesforce as a lead, which in this instance we don’t want.
We have a workflow in place to add new hubspot contacts to the inclusion list so they sync to salesforce, but I need a way to make these contacts a contact and not a lead when they sync over.
Is there any way around this setting for these specific cases?
If the contact you add to HubSpot has the same email address as an existing Salesforce Contact record, the HubSpot connector (which I assume you are using) should match them up and sync to that existing contact record, rather than creating a new lead.
Is anything happening that could prevent this?
Are you inputting email when creating the contact in HubSpot?
Is the SF contact visible to the integration user?
Creating leads and contacts using the Salesforce <> Hubspot Integration
SOLVE
You need matching setup on the Salesforce side to auto-convert the leads into contacts if rules are met. I would recommend looking into a solution like LeanData ( https://www.leandata.com/ ) to solve for this.
Otherwise, in your current setup, if you are importing what should be Salesforce contacts into Hubspot, you should be handling that import in Salesforce so they appear as Contacts and then Hubspot will pick them up without the Salesforce Lead being created.
How is your workflow set up to add new contacts to Salesforce? The issue might be in the trigger conditions. You could try using Skyvia Automation to set specific rules and exceptions, ensuring new contacts for existing customers sync as contacts.
If the contact you add to HubSpot has the same email address as an existing Salesforce Contact record, the HubSpot connector (which I assume you are using) should match them up and sync to that existing contact record, rather than creating a new lead.
Is anything happening that could prevent this?
Are you inputting email when creating the contact in HubSpot?
Is the SF contact visible to the integration user?
Creating leads and contacts using the Salesforce <> Hubspot Integration
SOLVE
@SPearson3 I'd recommend creating these in Salesforce if they are customers and having them sync down. If you'd like to exclude them from Salesforce, add a checkbox to the Contact object in HubSpot for "Exclude from Salesforce" and ensure the Inclusion list doesn't include records where that checkbox is checked.
To answer your root question - Hubspot can only create Leads OR Contacts in Salesforce. You can't pick and choose which should be created based on a set of conditions in Hubspot. It's one or the other.
Creating leads and contacts using the Salesforce <> Hubspot Integration
SOLVE
You need matching setup on the Salesforce side to auto-convert the leads into contacts if rules are met. I would recommend looking into a solution like LeanData ( https://www.leandata.com/ ) to solve for this.
Otherwise, in your current setup, if you are importing what should be Salesforce contacts into Hubspot, you should be handling that import in Salesforce so they appear as Contacts and then Hubspot will pick them up without the Salesforce Lead being created.