by rssbus | November 21, 2017

Synchronize Data from Salesforce to HubSpot


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Synchronize Data from Salesforce to HubSpot

The sample project featured in this article has built-in templates for retrieving Salesforce Contacts and inserting these contacts into your Hubspot account, as well as a map script that will transform the XML structure of a Salesforce Contact to a valid Hubspot contact, ready to be sent to Hubspot.

The ports are configured to automatically move files from one port to the next until the contacts from Salesforce are added to Hubspot. If there is already an existing contact record in Hubspot with a matching email address, the application will instead update the existing Hubspot contact with the new data. You can login to your Hubspot account to check for your new contacts.

The map port and Hubspot port are preconfigured to operate automatically. You can schedule the application to poll Salesforce for new records whenever you want the job to run from the Salesforce port settings page, or manually process files using the Receive button from the Receive tab of the Salesforce port.

In order to configure the example, please follow these steps:

  1. Go to the Ports tab and click the Import Settings button. In the dialog that appears, choose the file SfdcHubspotSync.zip to import the project's settings and port configurations.
  2. After you have imported the sample, start by selecting the Salesforce port and navigating to the Settings tab. If you have not already installed the Salesforce port, the application will prompt you to install it.
  3. From Settings, to connect to your Salesforce account, the Username, Password and Security Token of your account need to be set to their respective fields. The Username and Password are the same credentials you use to login to your Salesforce account, while the Security Token is a code assigned by Salesforce that is changed whenever you reset your password. If you do not know it, you can send a request to Salesforce from your account to have the token reset.
    After setting these credentials, click the Test Connection button to verify that you can connect to your Salesforce Account from RSSBus Connect.
  4. Next, switch to the Hubspot port to establish a connection to your HubSpot account. If you have not installed the HubSpot port, the application will prompt you to install it. Click the Connect to HubSpot button and the browser will open a new tab asking you to log into your HubSpot account. After logging in with your email address and password, you will be prompted to select an account to connect to. Click on the account you intend to send the contacts to and a message will be displayed that the authorization was successful.
  5. To execute the sample, navigate to the Receive tab of the Salesforce port. Click the Receive button to begin retrieving records from Salesforce.
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