We are planning to integrate Salesforce with our relatively new HubSpot account. There are quite a few Salesforce properties that I'm planning to block from coming into HubSpot using rules, but I'm concerned that if the property is at the company level, it will not block associated contacts from coming in too. Does anyone have experience creating specific sync rules that knows if this is the case?
For the first point of properties to not sync between platforms, that is very common. The mapping is controlled by you and can be modified to your liking there.
Preventing some contacts from not syncing is a bit tougher. Typically when a record (lead/contact/account) is created in Salesforce it is set to create that automatically in Hubspot. From the Hubspot end you can setup a sync list to prevent some non-eligible contacts from syncing to Salesforce, but there is nothing like that in the reverse.
What you can do in this instance is 1 of 2 things.
1. If you don't want them counted against your Hubspot agreement, you can go to Marketing Contacts and disable syncing contacts from syncing as marketing contacts by default. This control would then remain in Hubspot. The data would sync, but you would not be eligible to email those contacts unless they are marked as marketing contacts.
2. You can hide ineligible contacts from syncing from Salesforce to Hubspot using permissions in Salesforce. The Salesforce connection is dependent on the user that is used for integration. So if you want to restrict contacts from syncing, do not allow the integration user to have access to those records. Then they will be prevented from syncing.
For the first point of properties to not sync between platforms, that is very common. The mapping is controlled by you and can be modified to your liking there.
Preventing some contacts from not syncing is a bit tougher. Typically when a record (lead/contact/account) is created in Salesforce it is set to create that automatically in Hubspot. From the Hubspot end you can setup a sync list to prevent some non-eligible contacts from syncing to Salesforce, but there is nothing like that in the reverse.
What you can do in this instance is 1 of 2 things.
1. If you don't want them counted against your Hubspot agreement, you can go to Marketing Contacts and disable syncing contacts from syncing as marketing contacts by default. This control would then remain in Hubspot. The data would sync, but you would not be eligible to email those contacts unless they are marked as marketing contacts.
2. You can hide ineligible contacts from syncing from Salesforce to Hubspot using permissions in Salesforce. The Salesforce connection is dependent on the user that is used for integration. So if you want to restrict contacts from syncing, do not allow the integration user to have access to those records. Then they will be prevented from syncing.
