How to Manually Sync Hubspot Records to Salesforce

When a data issue or integration error blocks automatic CRM sync, Hubspot lets you manually trigger a Salesforce sync for specific records. Understanding how to do this correctly helps your sales and operations teams keep both systems aligned without waiting for the next automatic sync cycle.

This step-by-step guide explains how to manually sync individual records, deal associations, and related activities from Hubspot to Salesforce, and what to do when errors appear.

Before You Manually Sync Hubspot Records

Manual sync is useful when a record is ineligible for regular integration or an error stops it from syncing. Before you run a manual sync from Hubspot, review these prerequisites and limitations.

Key prerequisites

• The HubSpot-Salesforce Integration must be installed and connected.
• Your user must have permissions to view and edit the records you want to sync.
• The records must meet your current inclusion list or sync filter criteria, if you are using them.

What you can sync manually

From Hubspot you can manually sync:

• Contacts
• Companies (if company sync is enabled)
• Deals (if opportunity sync is enabled)
• Engagements and activities (logged calls, emails, tasks, meetings, notes)

You can also manually sync select association changes between Hubspot records and their Salesforce counterparts, such as contact–company or deal–contact relationships.

Common reasons to use manual sync

• A record shows a Salesforce sync error and is stuck.
• You need to push an urgent update without waiting for the usual sync window.
• A record was previously excluded by filters and is now eligible for sync.
• You fixed a data formatting issue that originally blocked the sync.

How to Manually Sync a Hubspot Contact with Salesforce

Use these steps when you want a specific contact in Hubspot to sync or resync to Salesforce on demand.

1. Open the contact record
   • In your Hubspot account, navigate to Contacts > Contacts.
   • Search for and click the contact you want to sync.
2. Review Salesforce integration information
   • On the right sidebar, locate the Salesforce Sync card or integration section.
   • Here you can see whether the contact is currently syncing, excluded, or associated with an existing Salesforce Lead or Contact.
3. Trigger a manual sync
   • Click the More dropdown on the Salesforce Sync card (wording may vary).
   • Select Resync or Sync now, depending on what is available.
   • If the contact is not yet linked to Salesforce, choose whether to create a Lead or a Contact record based on your integration settings.
4. Confirm and monitor status
   • Confirm the action to start the manual sync.
   • Return to the Salesforce Sync card after a short delay to verify that the sync completed or to see if a new error message appears.

Manually Sync Hubspot Companies and Deals

If your integration is set to sync companies and opportunities, you can run a similar process for those object types from inside Hubspot.

Manually sync a company record

1. Go to Contacts > Companies in Hubspot.
2. Open the company record you want to sync.
3. Locate the Salesforce integration card on the right sidebar.
4. Click the appropriate Sync or Resync option.
5. Confirm that a Salesforce Account is created or updated once the sync finishes.

Manually sync a deal record

1. Navigate to Sales > Deals in your Hubspot portal.
2. Select the deal that needs to sync with a Salesforce Opportunity.
3. On the right sidebar, find the Salesforce Sync or integration section.
4. Use the Resync or Sync now action.
5. Confirm that the associated Salesforce Opportunity is updated with the latest Hubspot deal data.

Manual syncing of deals is particularly helpful after you modify deal stage, amount, or close date and need Salesforce reporting to reflect those updates immediately.

Syncing Hubspot Activities and Engagements

In many teams, activity history is just as important as core record fields. When automatic sync of activities is delayed or blocked, you can trigger manual sync for logged engagements in Hubspot.

Supported activities

Depending on your integration configuration, the following Hubspot activities can sync to Salesforce as tasks, events, or other activity types:

• Logged calls
• Sales emails and replies
• Meetings
• Tasks
• Notes

Manual activity sync process

1. Open the associated contact, company, or deal record in Hubspot.
2. Scroll to the timeline and find the specific activity you want to resync.
3. Click the activity options menu (often a More or three-dot icon).
4. Select the available Sync to Salesforce or Resync command.
5. Verify in Salesforce that the corresponding Task, Event, or activity record appears or updates.

Handling Salesforce Sync Errors from Hubspot

Manual sync is often used to clear errors after you fix the root cause. In Hubspot, most sync errors include an explanation and recommended action.

Typical error categories

• Validation errors in Salesforce fields (for example, required fields not filled or values outside allowed ranges).
• Duplicate record rules blocking creation of a new Lead, Contact, Account, or Opportunity.
• Inclusion list or filter issues where the record does not meet the criteria to sync.
• Field mapping problems such as mismatched field types or deleted fields on either side.

Steps to resolve and resync

1. Open the record in Hubspot and read the Salesforce sync error message.
2. Update data in Hubspot or Salesforce according to the guidance in the error description.
3. Save the changes, then return to the Salesforce Sync card.
4. Click Resync to manually retry the sync.
5. Confirm that the error is cleared. If not, repeat the review process or adjust your integration settings.

Best Practices for Manual Hubspot–Salesforce Sync

To avoid repeated manual work, optimize your integration configuration and data hygiene in Hubspot and Salesforce.

• Keep required Salesforce fields mapped and populated from Hubspot wherever possible.
• Regularly test your inclusion list or sync filters using sample records.
• Align naming conventions and picklist values across both systems.
• Educate sales and marketing users on which records will sync automatically and when to request a manual sync.

For more configuration details, object-specific rules, and the latest interface screenshots, refer directly to the official HubSpot knowledge base article on manual syncing with Salesforce: manually sync records to Salesforce.

Where to Get Help Optimizing Your Hubspot Integration

If you need deeper support designing processes, field mappings, or automation around manual and automatic sync, consider working with a CRM and RevOps consultancy. A specialist can help you build a robust data strategy that reduces the need for one-off manual syncs and keeps Salesforce perfectly aligned with your Hubspot database.

To explore expert help with integrations, automation, and data quality, you can review services from Consultevo, which focuses on scalable CRM and go-to-market operations.

By combining strong integration design with smart use of manual sync tools, you ensure that Salesforce remains a reliable reflection of the rich customer data your teams manage in Hubspot every day.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

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