Quick tipGotchaSales Hub

Sync Salesforce accounts to HubSpot companies

Turn sync on before importing accounts.

Subscription
Professional or Enterprise
Permissions
Salesforce integration settings
Time
2 min · Advanced
Last verified

Short answer

HubSpot's KB: turn the company sync on before importing Salesforce accounts, or companies won't be created. After that, new accounts are created as companies automatically. A contact's lifecycle stage change syncs to the company's lifecycle stage.

1. In HubSpot

The relevant screen in my demo portal.

Connected Apps page with a Needs attention panel showing disconnected apps and the My Apps list
Needs attention (1) and installed apps (2).

2. Worth knowing

Review sync rules for edits made in Salesforce.

3. Related

Integration settings and sync rules.

Sources

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Still stuck?

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