In Salesforce, you can enable State and Country picklists. By default, the State/Region and Country contact properties in HubSpot are single-line text field types. If you want to sync Salesforce State and Country picklists with these default properties, conflicts will frequently occur because non-standardized values can be entered in HubSpot, which will not be accepted by Salesforce.
To properly sync Salesforce State and Country picklists with HubSpot State/Region and Country contact properties, the HubSpot properties must be edited to have a dropdown select field type, then have their default values converted to pass validation for Salesforce State and Country picklists.
- In the left sidebar menu, navigate to Properties.
- In the Contact properties tab, click the State/Region or Country property.
- Click the Field type dropdown menu and select Dropdown select.
- In the Dropdown options section, click listView Load options....
- In the dialog box, click the Load options dropdown menu and search for and select State/Region or Country, then click Load options.
Please note:
- Salesforce requires that if a record has a state value, a corresponding country must be specified. If a country is not specified, Salesforce will return an error message and the record will not sync between HubSpot and Salesforce. Non-matching state/country values and mismatched state/country pairs will also result in errors and prevent syncing. As such, these steps must be taken for both the State/Region property and the Country property.
- To change the State/Region or Country property field type to dropdown select, you need to export the data, clear the property for all contacts, change the property to a dropdown field type, clean up incorrectly formatted data, and re-import it.
- The internal values for locations must match in both HubSpot and Salesforce. If these values are not the same they will not map correctly.
- Click Salesforce.
- In the CRM Objects section, next to Contacts, click Manage mappings externalLink.
- The contact field mappings will open in a new browser tab. On the right of the State/Region field mapping, click the settings settingsdownCarat dropdown menu and select Edit.
- In the dialog box, under When should HubSpot data update the corresponding Salesforce field?, select Use most recent value, then click Save Mapping. Learn more about field mapping update rules.
- Repeat the previous two steps for the Country field mapping.
- Click Salesforce.
- In the Salesforce State and Country list section, select Yes. Learn more about the Salesforce State and Country list setting.