Quick tipGotchaSmart CRM

How Salesforce leads and contacts sync

All contacts sync unless you set an inclusion segment.

Subscription
Check app requirements
Permissions
App Marketplace access
Time
2 min · Advanced
Last verified

Short answer

HubSpot's KB: all contacts sync to Salesforce by default unless an inclusion segment limits it. If lead and contact fields share an internal name, data syncs to both.

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

Set the inclusion segment before the first sync.

3. Related

Inclusion segments.

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.

Book a call with Sam