Sales Integrations

MGoswick2
Participant

Sync relationships between Custom Objects and Standard Objects from Salesforce

I'm working on setting up a HubSpot-Salesforce integration, but have run into trouble with custom objects. I was able to get contacts, companies, and several custom objects to successfully sync between HubSpot and Salesforce, and have the relationships between Contacts and Companies sync, but none of the relationships between Custom Objects and Contacts or Companies are syncing. I did set up the relationships in HubSpot (i.e. Many Object A can relate to One Company; Many Object B can relate to One Company or Many Contacts), and these relationships are set up the same way in Salesforce, but those relationships do not seem to carry over. Am I missing something in the sync settings, or is there something in the API I need to set up to get those relationships to sync from SFDC to HubSpot?

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

Sync relationships between Custom Objects and Standard Objects from Salesforce

Hi @MGoswick2 

 

Were you able to set the associations to sync in the integration settings when configuring it, as described here: Associations ?

Phil Vallender | Inbound marketing for B2B technology companies
MGoswick2
Participant

Sync relationships between Custom Objects and Standard Objects from Salesforce

I did, and have confirmed the sync relationship within the SFDC sync settings. Within our SFDC setup, Accounts (Companies) has been renamed to Relationship.

 

MGoswick2_0-1654876582050.png

 

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