Sync Salesforce Accounts to Hubspot Companies
Stop toggling between Salesforce and Hubspot to recreate company records. New accounts flow automatically into Hubspot, so your marketing team has fresh data the moment sales does.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
Manually re-entering account details into Hubspot after creating them in Salesforce is tedious and error-prone, causing duplicate work and misaligned customer data.
- Eliminates duplicate data entry across systems
- Keeps sales and marketing aligned in real-time
- Reduces errors from manual account re-entry
- Frees time for strategic work instead of admin tasks
Setup
Build it in a few focused steps.
- 1Connect your Salesforce and Hubspot accounts to Notis (one-time setup in your portal).
- 2In Notis Automations, create a new automation and tell it: 'When a new account is created in Salesforce, create a matching company in Hubspot with the same name and details.'
- 3Choose where Notis reports run status (Telegram, email, or your preferred channel).
- 4Select 'Account Created or Updated' as your trigger.
- 5Test by creating a test account in Salesforce and confirm it appears in Hubspot within seconds.
Questions about this workflow
Will this sync existing Salesforce accounts to Hubspot?
No, this automation triggers on new or updated accounts going forward. To migrate historical accounts, use a one-time sync or let Notis know you need a backfill.
What if an account exists in Hubspot already?
Notis will create a new company record. To avoid duplicates, ensure your Hubspot account names are unique or configure a custom match field.
How fast is the sync?
Salesforce events typically reach Notis within 1-2 seconds, so companies appear in Hubspot almost instantly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Hubspot. A trigger fires from one place; an action lands in another.
Salesforce triggers
Hubspot actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
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