I suggest you ...

Selective Sync from Salesforce to Hubspot

We should be able to filter only some Salesforce leads to sync into Hubspot, similar to the Inclusion List which limits the sync from Hubspot to Salesforce.

I would love to be able to filter out particular contact and lead record types, in particular. I don't need all my vendor's contact info to be in Hubspot.

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    J.D. BruceJ.D. Bruce shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    4 comments

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      • ArpineArpine commented  ·   ·  Flag as inappropriate

        This is one of the biggest limitations of HubSpot for me personally, the one I was most seriously contemplating over choosing another platform over HubSpot.

        We have tons of contacts in SFDC that we don't want going over HS, because our sales reps are doing prospecting in SFDC and we don't want to email these people (they also don't expect us emailing them). Once Sales reach them, and they give us permission to send marketing communications, they uncheck the opt-out box, and it would be the perfect timing to push them to a workflow, but if we don't sync them with SFDC, it will not be possible.

      • HubSpotterAdminHubSpotter (Admin, HubSpot) commented  ·   ·  Flag as inappropriate

        This is a much requested feature, but adds a ton of overhead to supporting the integration, so we cannot commit to this feature at this time.

        In the meantime, you can selectively import from campaigns in Salesforce with one click as a workaround.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I think the idea is that one should be able to limit records from being updated/created in HubSpot to only those that meet a certain criteria. So we want to mirror the inclusion list functionality, but in the opposite direction- preventing certain records from coming into HubSpot in the first place.

      • HubSpotterAdminHubSpotter (Admin, HubSpot) commented  ·   ·  Flag as inappropriate

        Hi there,

        Thanks for the idea! Doesn't the inclusion list functionality cover your specific use case? Where would you like to see another option for selective Salesforce sync?

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