Sync Triggers for the Salesforce + HubSpot Integration

HubSpot and Salesforce sync every 15 minutes. During the 15-minute interval, both systems will check to see if new data has been added for an object that needs to be updated to match. There are also a few events that will trigger an automatic sync outside of the 15 min interval.

Automatic Sync Triggers

• Form submission by a contact.
• Marketing email is sent to/opened by/clicked on by contact (if sync is enabled for that activity).
• Sales email is sent to/opened by/clicked on by contact (if sync is enabled for that activity).
• Meeting is scheduled with a contact (if sync is enabled for that activity).
• Call is made to a contact (if sync is enabled for that activity).
• Note is created on a contact record (if sync is enabled for that activity).
• Sales document is viewed by contact (if sync is enabled for that activity).
• Task is created on a contact record (if sync is enabled for that activity).
• Contact/company/deal property value is updated in HubSpot (subject to field mapping update rules).
• Lead/contact/account/opportunity value is updated in Salesforce (subject to field mapping update rules), unless the value is in a Salesforce formula field. Note that updates to a Salesforce formula field will not trigger a sync.
• New Salesforce lead or contact is created (subject to your Salesforce integration settings).
• New HubSpot contact is created (subject to your Salesforce integration settings). If you're using a Salesforce inclusion list, any HubSpot contact (new or existing) added to your inclusion list will trigger a sync.
• Addition of a lead or contact to an active Salesforce campaign via a HubSpot form submission. Note: when a lead or contact is removed from an active Salesforce campaign this will not trigger a sync.
• Changes to lead/contact ownership in HubSpot or Salesforce.
• Lifecycle stage transitions (if the Automatic lifecycle stage transitions setting is enabled).

Contacts Not Syncing

As a general rule, contacts will not sync to Salesforce if they:

• don't have an email address
• don't meet the criteria for your Salesforce inclusion list
• don't meet any validation rules that you have set up in Salesforce
• don’t have values for required fields in Salesforce
• are flagged as a duplicate

If a HubSpot contact meets the sync criteria, check the Salesforce Sync card in their contact record for errors.

• In your HubSpot account, navigate to Contacts > Contacts.
• Click the name of the contact.
• The Salesforce Sync card will display any error(s) preventing the contact from syncing to Salesforce. Click View error detail for more information on what the error is and how to resolve it.

If contacts are not syncing from HubSpot to Salesforce, take a look at the following:

• If you’re logged in as the Integration user, are you able to see the records that aren’t syncing in Salesforce? If not, update permissions for the Integration user.
• Take a look at the role hierarchy for the organization. Is the Integration user in the correct spot to see all of the data necessary?
• Are your sharing rules set to “Public” for the objects HubSpot should see? If not, does your integration have the “Modify All Data” permission?
• Does the integration user have the Hubspot Integration Permission set assigned?
• If none of these solutions solve your problem, feel free to schedule time with us here. We’re happy to help!