Sales Integrations

Askarovoren
Participant

Create a new property to sync HubSpot contacts with Salesforce

SOLVE

Hi,

Does anyone know if I can Sync a HubSpot contact with a Salesforce contact based on the Salesforce product opportunity, or a different custome field that I can create in Salesforce?

 

Thank you,

 

1 Accepted solution
Bruno_Teixeira
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Create a new property to sync HubSpot contacts with Salesforce

SOLVE

Hello @Askarovoren ,

 

Yes, you can create a custom field for example called "Sync to Hubspot/SFDC : Yes" and in Hubspot you'll create an active list with this field / property.

Afterwards, you need to go in Hubspot -> Settings -> Integrations -> Salesforce and you add this list to the Selective Sync option. That means that only contacts into your list will be synced to Salesforce.

Bruno Teixeira

RevOps Manager

Cérès Growth Marketing

Hubspot Diamond Partner

bruno@ceres.agency
www.ceres.agency
linkedin
Contact us

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2 Replies 2
Askarovoren
Participant

Create a new property to sync HubSpot contacts with Salesforce

SOLVE

Thank you guys.

 

0 Upvotes
Bruno_Teixeira
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Create a new property to sync HubSpot contacts with Salesforce

SOLVE

Hello @Askarovoren ,

 

Yes, you can create a custom field for example called "Sync to Hubspot/SFDC : Yes" and in Hubspot you'll create an active list with this field / property.

Afterwards, you need to go in Hubspot -> Settings -> Integrations -> Salesforce and you add this list to the Selective Sync option. That means that only contacts into your list will be synced to Salesforce.

Bruno Teixeira

RevOps Manager

Cérès Growth Marketing

Hubspot Diamond Partner

bruno@ceres.agency
www.ceres.agency
linkedin
Contact us