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A few years ago, your client hired a Salesforce engineer to customize their org. As a result, they rely on complex automation to format their data. Which sync rule should they use if they want to use the Salesforce integration?

By

A few years ago, your client hired a Salesforce engineer to customize their org. As a result, they rely on complex automation to format their data. Which sync rule should they use if they want to use the Salesforce integration?

 

  • Prefer Salesforce unless blank
  • Two-way
  • Don’t sync
  • Always use Salesforce

 

Your client opened a new channel of lead intake and flooded their inclusion lists with a host of new syncing contacts. How can they solve this problem to limit who syncs with Salesforce and stay within their API limit?

By

Your client opened a new channel of lead intake and flooded their inclusion lists with a host of new syncing contacts. How can they solve this problem to limit who syncs with Salesforce and stay within their API limit?

  • Delete the contacts.
  • Updating the inclusion list sync criteria.
  • Allocate more API calls to HubSpot.
  • Do nothing; this problem cannot be resolved.

 

Recommended Solution:

Apply a sync filter to limit which leads/contacts sync with Salesforce.

🔧 How to Do This:

  1. Set a sync filter field in your MAP (e.g., “Sync to Salesforce” = true/false):

    • Create a custom field like Sync_to_SFDC (Boolean).

    • Set it to true only for leads/contacts that meet specific criteria (like MQL status, certain engagement levels, or completeness of data).

  2. Use segmentation logic or smart lists to define eligible contacts:

    • Example: Only sync leads from specific lead sources, regions, or lifecycle stages.

  3. Update your sync rules:

    • Configure your MAP → Salesforce sync settings to only sync records where Sync_to_SFDC = true.

  4. Backfill or batch update qualified records:

    • If needed, run a smart campaign or workflow to set Sync_to_SFDC = true for already-qualified leads.

  5. Monitor your API usage in Salesforce:

    • Use the Salesforce System Overview or API monitoring tools to track usage and validate the reduction.