Table of contents:
Supported fields and rules
Here are the fields our integration for HubSpot contacts can support, as well as the fields you can use in rules.
Salesforce Contact Field | Synced? | Rules? |
✔ | ✔ | |
First name | ✔ | |
Last name | ✔ | |
Description | ✔ | |
Title | ✔ | |
Phone | ✔ | |
Home phone | ✔ | |
Mobile phone | ✔ | |
Other phone | ✔ | |
Assistant name | ✔ | |
Assistant phone | ✔ | |
Birthdate | ✔ | |
Department | ✔ | |
Fax | ✔ | |
State | ✔ | |
Country | ✔ | |
Postal code | ✔ | |
Street | ✔ | |
URL | ✔ | |
Salutation | ✔ | |
Contact owner | ✔ | ✔ |
Account name | ✔ | |
Campaigns | ✔ | |
Lead source | ✔ | ✔ |
Limitations and other things to keep in mind
Here are a few things you should keep in mind when using this integration:
Contacts can only be synced from Salesforce to other tools: Note that you won't be able to create new contacts in Salesforce from other tools; you can only create new work items in other tools. That said, any updates made in one tool can be synced to the other, in both directions.
No contact merging: If two contacts are too similar, you might find duplicate contacts created in your lists.
Using the workflow designer: If you create your flow through the workflow designer, you won't be able to choose to sync Salesforce contacts. Make sure you create your flow from the flow list.