Import Salesforce data to HubSpot

Import Salesforce data to HubSpot

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

User > Users
Account > Companies
Contact > Contacts
Contact > Companies_To_Contacts
Lead > Contacts
Lead > Companies_To_Contacts
Event > Meetings
Event > Contacts_To_Meetings
Task > Tasks
Task > Contacts_To_Tasks
Task > Calls
Task > Contacts_To_Calls
Product2 > Products
Opportunity > Deals
Opportunity > Contacts_To_Deals
OpportunityLineItem > LineItems

How to Set Up

  1. Select or create connections: Salesforce connection for Source and HubSpot 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_Companies
    • Contacts_To_Meetings
    • Contacts_To_Tasks
    • Contacts_To_Calls
    • Contacts_To_Deals

Notes

  • Contact > Contacts and Lead > Contacts

If some Salesforce contacts or leads don't have emails, disable the "Use Batch API" parameter for the HubSpot connection. Otherwise, such records will fail.

  • Contact > Companies_To_Contacts

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

  • Lead > Companies_To_Contacts

Lead-Account association is possible only if such an association exists in Salesforce and only for leads having emails.

  • Opportunity > Contacts_To_Deals and OpportunityLineItem > LineItems

HubSpot API processes the inserted records with a delay. This means that the tasks, depending on the other tasks, may fail if executed immediately after the execution of the parent tasks. The tasks Opportunity > Contacts_To_Deals and OpportunityLineItem > LineItems depend on the Opportunity > Deals task. We recommend disabling the tasks Opportunity > Contacts_To_Deals and OpportunityLineItem > LineItems during the first and enabling them for the second run, disabling the other tasks.

  • Product2 > Product We recommend consolidating prices into a single Standard PriceBook in Salesforce before migration to import products to HubSpot.

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.