Marketing Integrations

MWelborn
Participant

If not on Sync to Salesforce list, will a workflow create the sync

SOLVE

I have our sync to salesforce list set up for Form Fills and if Salesforce ID is known.  If we load a list from an event, and create a workflow that adds leads to a Salesforce campaign, will they sync or do they have to be on the Salesforce sync list?

0 Upvotes
1 Accepted solution
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

If not on Sync to Salesforce list, will a workflow create the sync

SOLVE

Hi @MWelborn

Unfortunately, a contact won't sync unless and until it is in the Salesforce inclusion list. Usually, contacts won't sync to Salesforce if they:

  • don't have an email address
  • are not in your Salesforce inclusion list
  • don't satisfy the validation rules set up in Salesforce.

 

And, in case a HubSpot contact meets the sync criteria, and yet it doesn't sync, check the Salesforce Sync card for errors. In your HubSpot account,

  • Go to Contacts > Contacts.
  • Select the contact name
  • The Salesforce Sync card will display any error(s) blocking the contact from syncing to Salesforce. 
  • Click on View error detail for more information on the error and how to fix it.

 

Refer to this article to know how you can create a Salesforce inclusion list. https://knowledge.hubspot.com/salesforce/create-a-salesforce-inclusion-list

 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

View solution in original post

2 Replies 2
webdew
Solution
Guide | Diamond Partner
Guide | Diamond Partner

If not on Sync to Salesforce list, will a workflow create the sync

SOLVE

Hi @MWelborn

Unfortunately, a contact won't sync unless and until it is in the Salesforce inclusion list. Usually, contacts won't sync to Salesforce if they:

  • don't have an email address
  • are not in your Salesforce inclusion list
  • don't satisfy the validation rules set up in Salesforce.

 

And, in case a HubSpot contact meets the sync criteria, and yet it doesn't sync, check the Salesforce Sync card for errors. In your HubSpot account,

  • Go to Contacts > Contacts.
  • Select the contact name
  • The Salesforce Sync card will display any error(s) blocking the contact from syncing to Salesforce. 
  • Click on View error detail for more information on the error and how to fix it.

 

Refer to this article to know how you can create a Salesforce inclusion list. https://knowledge.hubspot.com/salesforce/create-a-salesforce-inclusion-list

 

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

Phil_Vallender
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

If not on Sync to Salesforce list, will a workflow create the sync

SOLVE

Hi @MWelborn 

 

Your event leads will not sync unless they are on the inclusion list. Your workflow that is setting the Salesforce campaign will most likely return this error:

Add-to-SF-campaign-HubSpot.jpg

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies