How to sync HubSpot score with Salesforce

Date Published: 02/16/2012
Author: Diana Urban

 

Learn how to sync HubSpot score with Salesforce. This will make it easy for your sales team to easily determine which of their leads that are more qualified to be reached out to.

Let's get started creating the HubSpot Score field in Salesforce.


Log in to your Salesforce Account

First, click on your own name in the upper-right corner of the screen, and then click Setup.



Customize

In the sidebar navigation, under App Setup, click on Customize > Leads > Fields.



Add New Custom Field

Scroll down to the Lead Custom Fields & Relationships section and click the New button.



Choose Data Type

Choose the Data Type of Number.

 


Click the Next button.



Enter Details

Enter a field label for the Salesforce field that you want to be displayed in your Salesforce layout. We recommend HubSpot Score. Next enter the length for the field. This value will depend on the maximum possible value for HubSpot score. If all of your rules add up to less than 999 use 3 as the length.

 


Click the Next button.



Visible fields

Choose the Salesforce profiles that can see this field. In most cases, you would want all profiles to be able to see this field. Then click the Next button.



Add to page layouts

Add the field to your Lead Page Layouts so you can see the field on Lead Profiles. Then click the Save button.



Go back to HubSpot and Map the field

 

Log in to HubSpot

Log in to your HubSpot account and go to Contacts > Contacts Settings



Contact Field Mappings

Click on the Contact Field Mapping button under Salesforce Connector.



Auto-Link All Fields

Click the Auto link All Fields button



Map the Salesforce field Manually

Find the field with the Salesforce Name that you gave it in Salesforce. If you named it HubSpot Score, the Salesforce Name would be hubspot_score__c.



Change HubSpot Label

Select the HubSpot Score contact property from the HubSpot Label dropdown.



Save Changes

Scroll to the bottom of the page and click the Save Changes button.

 

HubSpot Score is now mapped between HubSpot and Salesforce.

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