Can Salesforce send over Marketing and Nonmarketing Contacts

[DKnell]

Hi!! I am wondering if there is a way to send marketing and non-marketing Contacts through the Salesforce integration? I am doing the more nuanced sync to not send every single thing but is there somewhere in HubSpot that I can say if the Salesforce RecordType = X make that a nonmarketing Contact but everything else is a marketing contact?

[STN8]

Yes, you can achieve this by using HubSpot workflows and Salesforce integration settings. Here's a short solution:

1. Set up a Salesforce Field: Ensure you have a custom field in Salesforce (e.g., "RecordType") that identifies marketing vs. non-marketing contacts.

2. Create a HubSpot Workflow:

   • Create a workflow in HubSpot that triggers based on the Salesforce "RecordType" field.
   • Set a condition in the workflow: If the Salesforce "RecordType" = X, update the contact's "Marketing Contact" status in HubSpot to Non-Marketing.

3. Sync Salesforce with HubSpot: Make sure the integration between Salesforce and HubSpot is set to sync these fields accurately.

This way, you can differentiate between marketing and non-marketing contacts based on the Salesforce RecordType.

[karstenkoehler · Accepted solution]

Hi @DKnell,

Sure, you can do this via workflow: https://knowledge.hubspot.com/records/set-contacts-as-marketing#automatically-set-contacts-as-market...

The requirement would be for your record type information to also be synced to HubSpot. In other words, you need a HubSpot property that corresponds to your Salesforce record type property: https://knowledge.hubspot.com/salesforce/map-hubspot-properties-to-salesforce-fields

Once that is in place, you can create a contact-based workflow that enrolls contacts 'When filter criteria is met' > 'Contact properties' > 'Record type is', then use the marketing contact workflow action to either make them a marketing contact or withdraw their status. Alternatively, enroll records when 'Record type is known', then branch for the different values, then select for each branch whether that makes a contact a marketing contact or not.

Let me know if you have any follow-up questions!