Hupspot Salesforce Record Type Mapping

Integrating Salesforce with Hubspot is powerful, but to keep data clean you need to correctly map Salesforce record types to Hubspot properties. This guide walks through the exact steps to configure record type mapping so your CRM sync behaves as expected.

Why Map Salesforce Record Types to Hubspot?

Salesforce record types let you manage different business processes on the same object, such as multiple lead or opportunity processes. When you sync Salesforce with Hubspot, those record types need a clear destination so data stays consistent across both platforms.

Proper mapping helps you:

Ensure the correct values appear in Hubspot properties.
Avoid sync errors caused by unmapped record types.
Maintain accurate segmentation and reporting in both CRMs.
Control how forms, workflows, and automation behave in each system.

Without mapping, Salesforce records can land in Hubspot with incomplete or mismatched property values, which can break automation and confuse sales users.

Prerequisites Before Mapping in Hubspot

Before setting up record type mapping, confirm the following requirements are met:

You have an active Salesforce integration connected to your Hubspot account.
You are a Hubspot super admin or have the correct integration settings permissions.
The Salesforce object you want to map (for example, Lead or Contact) is already syncing with Hubspot.
The Hubspot property that will store record type values exists and uses compatible field options.

Verify that Salesforce record types are defined and that you understand which record types should correspond to which values inside Hubspot.

Understanding Salesforce and Hubspot Field Relationships

Salesforce record types are not automatically equivalent to any single Hubspot field. Instead, they must be associated with a specific property on the Hubspot object being synced, such as a dropdown or single-select property.

Common patterns include:

Mapping Salesforce Lead record types to a Hubspot contact property like Lead Process Type.
Mapping Salesforce Opportunity record types to a Hubspot deal property like Deal Record Category.
Mapping Salesforce Account record types to a Hubspot company property defining account type or segment.

Each Salesforce record type is paired with a single option in a Hubspot property, helping you maintain a clear and predictable relationship between both systems.

How to Access Record Type Mapping Settings in Hubspot

To begin, open the Salesforce integration settings inside Hubspot. From there, you can reach the tool that controls how Salesforce record types map to Hubspot properties.

Sign in to your Hubspot account.
Navigate to Settings in the main navigation.
In the left sidebar, locate and select Integrations.
Click on the Salesforce integration.
Open the section dedicated to Object and Field Mappings (or similarly named sync settings).

Inside this area you can review existing mappings, including any configured Salesforce record type mapping currently in place.

Step-by-Step: Mapping Salesforce Record Types to Hubspot

Follow these steps to associate Salesforce record types with a Hubspot property for each synced object.

Step 1: Choose the Salesforce Object and Hubspot Object

In the Salesforce integration settings, locate the list of synced objects (such as Leads, Contacts, Accounts, or Opportunities).
Select the object whose record types you want to map, for example, Lead.
Confirm which Hubspot object it syncs with (for instance, Salesforce Leads usually sync with Hubspot contacts).

This ensures you are editing the correct mapping pair and not applying changes to the wrong object.

Step 2: Select the Destination Hubspot Property

Within the object’s field mapping view, look for a section labeled Record Type Mapping or similar.
Choose which Hubspot property will store the record type value. This is often a dropdown or single-select property.
Make sure the Hubspot property includes a distinct option for each Salesforce record type that you intend to map.

If necessary, edit the Hubspot property first so it contains all required options before you complete the mapping.

Step 3: Map Individual Salesforce Record Types to Hubspot Values

In the record type mapping table, find each Salesforce record type listed for the selected object.
Next to each Salesforce record type, select the corresponding Hubspot property option from the dropdown list.
Repeat this for every available record type so that no Salesforce record type is left unmapped.
Save your changes to confirm the mapping configuration.

After saving, new or updated Salesforce records for that object will sync into Hubspot using the selected property values based on their record type.

How Record Type Mapping Affects Sync Behavior in Hubspot

Once configured, the mapping influences how data flows between Salesforce and Hubspot:

When a Salesforce record with a specific record type syncs, the designated Hubspot property is set to the mapped value.
If a record changes record type in Salesforce, the mapped Hubspot property value updates on the next sync.
If the mapped Hubspot property is edited manually, future Salesforce updates can overwrite it depending on your sync rules.

Review your Hubspot field sync direction rules (for example, Salesforce-to-Hubspot, Hubspot-to-Salesforce, or bidirectional) to make sure property updates behave the way you expect.

Troubleshooting Hubspot and Salesforce Record Type Issues

Incorrect or missing mapping can cause sync problems. Consider the following checks if you notice unexpected values in Hubspot or data that fails to sync.

Common Problems and Fixes

Problem: Records appear in Hubspot without the expected property value.
Fix: Make sure that specific Salesforce record type is actually mapped to a Hubspot property option.
Problem: Sync errors referencing invalid record types.
Fix: Confirm every active Salesforce record type has a valid Hubspot mapping and that the destination property options still exist.
Problem: Property values in Hubspot do not reflect changes in Salesforce.
Fix: Check sync direction rules and verify that updates from Salesforce are allowed to overwrite the Hubspot property.

For precise, up-to-date instructions and interface screenshots, review the official Salesforce integration documentation provided by Hubspot at this support article on mapping Salesforce record types.

Best Practices for Managing Hubspot Mappings Over Time

Record type mapping is not a one-time task. As your Salesforce configuration evolves, revisit your Hubspot integration settings to keep everything aligned.

Review mappings whenever new Salesforce record types are added.
Audit Hubspot properties periodically to ensure all mapped options are still relevant.
Document your mapping logic so admins understand how record types appear inside Hubspot.
Test changes in a sandbox or with a small data set before applying them across your full database.

Maintaining this documentation will help new team members quickly grasp how Salesforce and Hubspot are connected and prevent accidental changes that could disrupt reporting or automation.

Get Expert Help with Hubspot and Salesforce Integration

If your organization uses complex Salesforce record types or multiple business units, you might benefit from expert guidance to optimize your Hubspot integration. A certified partner can review your current setup, standardize field mappings, and ensure future changes do not break your sync.

For strategic consulting on CRM architecture, automation, and integration cleanup, visit Consultevo to explore professional services tailored to advanced Hubspot and Salesforce environments.

By carefully configuring and maintaining your Salesforce record type mapping inside Hubspot, you protect data integrity, enable more accurate reporting, and give your sales and marketing teams a reliable single source of truth.

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