Salesforce one-way custom object sync
HubSpot Package: Enterprise
Date: April 2021
What is it? You can now sync custom objects from Salesforce into HubSpot. With this new Salesforce integration feature, you can seamlessly set up a new custom object sync and start pulling records into HubSpot. With every custom object sync, you will also have sync features out of the box: sync settings, customisable field mappings, and sync health.
Why does it matter? We know you need more data types than just contacts, companies, and deals. These other data types might not be created in HubSpot, but that insight is important to help power your marketing, sales, and service efforts. Now, with no technical work required, you can add up to 10 custom objects to sync from Salesforce into HubSpot.
How does it work? For enterprise-only customers, when you go to the Salesforce integration setting screen you will now see a new option to "Sync custom object" next to the "Activities" tab.
Once you select "Sync custom object" you will be told how many custom object syncs you have set up and then be taken to the object setup wizard. From here, you will map the Salesforce custom object to the HubSpot custom object - note that the HubSpot custom object needs to be set up prior to going through the object flow.
Next, you will review settings for the object and go to the associations options.
You do not need to sync associations, but if you want to do so you will need to select the field from Salesforce for HubSpot to use. The association screen will pull the associations based on what you have set up in your Salesforce instance - this is not from HubSpot. Next, you will need to select a field from Salesforce that should be mapped to the required field on the custom object in HubSpot.
Next, you will review your field mappings.
Lastly, you can review what you have set up for the new custom object sync and turn on your sync or save your settings. Once the sync is turned on you will only see new records come into HubSpot as they are created or updated.