Import HubSpot data to Salesforce

This integration migrates HubSpot data to Salesforce. Each task loads data from a specific HubSpot object to the corresponding Salesforce object. The integration includes tasks for the following objects:

Users > User
Companies > Account
Contacts > Contact
Notes_To_Contacts > Note
Contacts > Lead
Notes_To_Contacts > Note
Tasks > Task
Tasks_To_Contacts > Task
Tasks_To_Companies > Task
Calls > Task
Calls_To_Contacts > Task
Calls_To_Companies > Task
Meetings > Event
Meetings_To_Contacts > Event
Meetings_To_Companies > Event
Products > Product2
Deals_To_Contacts > Opportunity
LineItems > OpportunityLineItem
Meetings_To_Deals > Event
Quotes > Quote
Quotes_To_Contacts > Quote
Quotes_To_LineItems > QuoteLineItem

How to Set Up

1. Select or create connections: HubSpot connection for Source and Salesforce connection for Target.

2. Set up the additional object associations in the HubSpot connector.

   Add the following assotiations in the Customize Associations parameter in HubSpot connection:

   • Contacts_To_Notes
   • Contacts_To_Tasks
   • Companies_To_Tasks
   • Contacts_To_Calls
   • Companies_To_Calls
   • Contacts_To_Meetings
   • Companies_To_Meetings
   • Deals_To_Contacts
   • Deals_To_Meetings
   • Contacts_To_Quotes
   • Quotes_To_LineItems

3. Provide the necessary information for the integration execution on the Mapping Definition tabs of the following tasks:

   • In the Users > User task, for the ProfileId field, replace the Enter your Profile name... placeholder with your profile name.

Notes

• Notes_To_Contacts > Note (case Contacts)

Contact-Note association is possible only if such an association exists in HubSpot and only for contacts having emails.

• Notes_To_Contacts > Note (case Leads)

Contact-Note association is possible only if such an association exists in HubSpot and only for leads having emails.

• Tasks_To_Contacts > Tasks and Tasks_To_Companies > Task

Contact-Task and Company-Task associations are possible only if such associations exist in HubSpot and only for contacts having emails.

• Meetings_To_Contacts > Meetings and Meetings_To_Companies > Event

Contact-Event and Company-Event associations are possible only if such associations exist in HubSpot and only for contacts having emails.

• Calls > Task

The field CallDisposition in Salesforce accepts maximum 255 characters only. If the source field Call summary in HubSpot exceeds this value it will be truncated to 255 characters.

• Calls_To_Contacts > Calls and Calls_To_Companies > Task

Contact-Task and Company-Task associations are possible only if such associations exist in HubSpot and only for contacts having emails.

• Deals_To_Contacts > Opportunity and Meetings_To_Deals > Event

Contact-Opportunity and Opportunity-Event associations are possible only if such association exist in HubSpot and only for contacts having emails.

• Quotes_To_Contacts > Quote

Contact-Quote association is possible only if such an association exists in HubSpot and only for contacts having emails.

Tips

• If you don't want to migrate data from all the available objects, just disable or delete unnecessary tasks. To do this, point to the task and click Disable or Delete. Consider that some tasks may depend on other tasks (have relation mapping involving objects from other tasks), and thus, you may need to fix their mapping if you disable or delete their "parent" tasks.