Quick Tip: Syncing HubSpot with Salesforce Do Not Email

by | Last Updated: Aug 10, 2023 | Blog, Data management, HubSpot, Quick tips, Salesforce

Syncing HubSpot non-marketing contacts with Salesforce ‘Do Not Email‘ field

HubSpot has a field/property called ‘Marketing contact status.’ This field has possible values of true—the contact is for marketing (known as marketing contacts) or false—the contact is not for marketing (known as non-marketing contacts). Managing this field correctly is important since HubSpot charges are based in part on the number of marketing contacts you have, meaning you don’t want any unexpected charges by allowing large numbers of non-marketing contacts to exist as marketing contacts.

HubSpot marketing contact status field

If you are connecting HubSpot with Salesforce and setting up HubSpot to sync with Salesforce, you don’t want to map the ‘Marketing contact status’ field directly to Salesforce’s ‘Do Not Email’ (DNE) field; those fields will not sync the proper values based on how they are intended to work. You will need a separate field for that purpose and an automation so you can sync the correct value to Salesforce, since ‘Marketing contact status’ and ‘Do Not Email’ contain the opposite values.

If you wish to mark a HubSpot prospect to not receive marketing email and have it sync with Salesforce’s ‘Do Not Email’ field, three steps are needed.

Step one: Set ‘Marketing contact status’ to false in HubSpot.

Step two:  Create a ‘Do Not Email’ checkbox field in HubSpot and sync that field with Salesforce’s ‘Do Not Email’ field. We recommend setting the sync behavior to use the ‘most recently updated’.

Step three: Create a HubSpot workflow to set ‘Do Not Email’ in HubSpot to true if ‘Marketing contact status’ in HubSpot equals false. Optionally, you could also add steps to do the reverse to keep these fields perfectly in sync: set ‘Do Not Email’ in HubSpot to false if ‘Marketing contact status’ in HubSpot equals true.

Are you using or thinking of using HubSpot and Salesforce and have questions? Feel free to reach out. We’re happy to help and to share our best practices with you.

HubSpot lead generation dashboard

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Author | Jeff Kemp

Marketing Automation & CRM Consultant

hire Jeff Kemp | Marketing Automation & CRM Consultant

I help select and optimize your processes & tech stack for improved marketing & sales effectiveness, operations, and ROI.

My superpowers are Knowledge, Experience, and Business acumen. I enjoy the intersection of working with people, processes, and technology where I can provide leadership and add value.

With 30 years of marketing experience I've been laser targeted on Marketing Automation for 10 years, seven of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a HubSpot Expert.

Since I've worked with a lot of clients in various industries I've seen several of the same struggles that are common to almost all organizations (as outlined in this article). With each organization and project that I'm involved with I work hard to solve many of those typical problems, plus identifying and solving sometimes unique and complex issues which often involve cleaning up technical debt from legacy systems and helping organizations set up effective lead management systems using best practices and proven methodologies.

I also love dogs :0)

Optimal Business Consulting (OBC) helps organizations to implement, optimize, and maintain their existing or new Pardot (Account Engagement), Salesforce, HubSpot, or WordPress platform. OBC is proud to be a Salesforce Partner. -->More about Jeff & OBC

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