Marketing Integrations

afxvjk
Member

Selective Sync - Salesforce and Hubspot

SOLVE

Hello - Is there any way to Selective Sync between Hubspot and Salesforce ?. We want to select accounts and contacts that meet certain criteria to be in sync between the two systems. So for eg. We have an account in Salesforce that we won't target for any marketing or other reason in Hubspot and we don't want those account and related contacts coming over to Hubspot. Is there any options to prevent that account from syncing ? Thanks for the help or insights.

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

Selective Sync - Salesforce and Hubspot

SOLVE

Hi @afxvjk

 

Yes, you can do this. 

 

If you want some, but not all, new contacts that are created in Salesforce to be created in HubSpot, you need to look at Selective Sync using the integration user, read more here: Salesforce Selective Sync - HubSpot

 

Let me know if you need help setting this up. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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

Selective Sync - Salesforce and Hubspot

SOLVE

Hi @afxvjk

 

Yes, you can do this. 

 

If you want some, but not all, new contacts that are created in Salesforce to be created in HubSpot, you need to look at Selective Sync using the integration user, read more here: Salesforce Selective Sync - HubSpot

 

Let me know if you need help setting this up. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
mikedrizzo
Participant

Selective Sync - Salesforce and Hubspot

SOLVE

The screen grab on the selectiv sync setup for the section on "Roles" doesn't show anything beyond the "contact access" radio button.. 

 

Do the rest of the radio button needs to be the same?

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