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.
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.
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Certified Consultant/Owner | Jeff Kemp
Marketing Automation & CRM Consultant
Working as an independent consultant under my company Optimal Business Consulting, I advise on your tech stack selection and optimize your processes for improved marketing & sales effectiveness, operations, and ROI.
I enjoy the intersection of working with people, processes, and technology where I can provide leadership and add value.
With over 30 years of marketing and sales experience I've been laser targeted on Marketing Automation for over 10 years, seven of those as a Salesforce Certified Marketing Cloud Account Engagement (Pardot) Consultant, and also as a Certified Salesforce Administrator and HubSpot Expert. Prior to that I have over 15 years of WordPress development experience and additional high profile roles in sales and marketing management.
Since I've led over 50 client consulting engagements 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 architecting processes and solutions to help organizations set up effective lead management systems and operational efficiencies using best practices and proven methodologies.
I also love dogs :0)
Optimal Business Consulting (OBC) is proud to be a Salesforce Partner since 2018 and also became a HubSpot Solution Partner in 2023. -->More about Jeff & OBC
My superpowers:
⚡Operational Efficiency ⚡Knowledge ⚡Experience ⚡Business Acumen ⚡Versatility ⚡ Perseverance
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