Marketing Integrations

sfdctechies
Participant

Salesforce - Hubspot Sync Issue

SOLVE

Hi,
We have criteria satisfied inclusive list, to sync the Hubspot Contact and Salesforce Lead. Also whenever a Salesforce Lead is created, it creates a corresponding Hubspot Contact (which does not satisfy the inclusive list criteria since that particular field which need to satisfy in Hubspot is not mapped). Now my real concern is, when I update the same Lead in Salesforce it does not update the Hubspot Contact accordingly.

Is this because of the newly sync Contact in Hubspot is not satisfying the inclusive list criteria on the creation or am I missing any settings?.
Does the inclusive list criteria have to do anything if the data has to be sync in one way, from Salesforce?.

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

Salesforce - Hubspot Sync Issue

SOLVE

Hi @sfdctechies 

 

You are correct. For contacts to stay in sync, they need to be in the inclusion list - even if they were created by the Salesforce connector.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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

Salesforce - Hubspot Sync Issue

SOLVE

Hi @sfdctechies 

 

You are correct. For contacts to stay in sync, they need to be in the inclusion list - even if they were created by the Salesforce connector.

 

Hope this helps.

Phil Vallender | HubSpot Website Agency