[Now Live] Salesforce Integration Update: Use Filters To Import Only Relevant Salesforce Records
What is it?
You can now use filters when importing Salesforce records into HubSpot viaHubSpot’s Salesforce integration. Ensure you’re importing only the data you want into HubSpot by using these two new filters:
Create date:Use this filter to import Salesforce records according to when a record was first created. For example, you can choose to import only records that were created on January 1, 2010 onwards.
Update date:Use this filter to import Salesforce records according to when a property or engagement on the record was last changed or added. For example, you can choose to import only the records that have been modified in the past year.
Why does it matter?
Previously, when you used HubSpot’s Salesforce integration to import Salesforce data like contacts, companies, deals, etc into HubSpot, all historic data would be imported for that object. This could take a long time and could result in an overload of outdated and irrelevant data in HubSpot.
Now with import filters, you can import just the most relevant Salesforce records into HubSpot. Use the “Create date” or “Update date” filter to import just the data you want into HubSpot, so your CRM isn’t bogged down with outdated and irrelevant records.
In the upper right, click "Import." Click "Start an import." Select "Integrations," then "Salesforce records." After you select an object to import from and select "Next," you’ll see an option to “Filter by create or update date.” Select “Add”.
Then fill out the details of your filter.
Click “Done” and “Begin import” to import the relevant Salesforce records into HubSpot.