Quick tipHow toSmart CRM

Limit what syncs to Salesforce

Active segment; syncs on trigger.

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2 min · Intermediate
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Short answer

HubSpot's KB: choose an active segment to limit what syncs, such as companies in one lifecycle stage. Picking it doesn't sync immediately; members sync when triggered.

1. In HubSpot

The relevant screen in my demo portal.

Segments list with the Type column showing Active highlighted
The Type column shows Active for each segment.

2. Worth knowing

Use + Create Inclusion List to build one.

3. Related

Lead and contact sync.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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