Salesforce Custom Object Fields

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Occasional Contributor

Does anyone know if it's possible to sync fields from a Salesforce Custom Object to company fields in HubSpot?

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Community Thought Leader | Diamond Partner

Hi @skblase 

 

This is not possible directly using HubSpot's native Salesforce integration. 

 

With the right version of Salesforce, however, you can use process builder to map the relevant information to the contact object in SF, then it can sync to HubSpot. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Esteemed Advisor

If your custom object has a 1:1 relationship between objects the connector can talk to, you can also try simply creating a formula field to retrieve a looked-up value from the custom object. If that relationship or use case doesn't exist, using Process Builder and/or Flow Builder, as @Phil_Vallender recommended, works best. (Apex would, too, but it's likely overkill.)


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
4 Replies 4
Community Thought Leader | Diamond Partner

Hi @skblase 

 

This is not possible directly using HubSpot's native Salesforce integration. 

 

With the right version of Salesforce, however, you can use process builder to map the relevant information to the contact object in SF, then it can sync to HubSpot. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Highlighted
Occasional Contributor

Thanks Phil...I'm working on it now and I will let you know.

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Esteemed Advisor

If your custom object has a 1:1 relationship between objects the connector can talk to, you can also try simply creating a formula field to retrieve a looked-up value from the custom object. If that relationship or use case doesn't exist, using Process Builder and/or Flow Builder, as @Phil_Vallender recommended, works best. (Apex would, too, but it's likely overkill.)


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Regular Contributor

If your custom object is a child object under accounts in Salesforce, you can also use the app Rollup Helper to quickly aggregate whatever information you want easily up to to the Account level and just map the field into HubSpot Company object. Same for the contact object and opportunity object.

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