Marketing Integrations

SPearson3
Member

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? 

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2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Creating leads and contacts using the Salesforce <> Hubspot Integration

SOLVE

Hi @SPearson3 

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?
  • Are you using the HuBSpot connector?
Phil Vallender | HubSpot Website Agency

View solution in original post

Ben_M
Solution
Key Advisor

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.

View solution in original post

4 Replies 4
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Creating leads and contacts using the Salesforce <> Hubspot Integration

SOLVE

Hi @SPearson3 

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?
  • Are you using the HuBSpot connector?
Phil Vallender | HubSpot Website Agency
SPearson3
Member

Creating leads and contacts using the Salesforce <> Hubspot Integration

SOLVE

@Phil_Vallender The contacts being added into hubspot dont exist in Salesforce. These are brand new contacts being added to existing accounts.

 

0 Upvotes
LaurenRyan
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

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. 

Ben_M
Solution
Key Advisor

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.