Salesmotion can import accounts from Salesforce or HubSpot, so the accounts your team owns in the CRM are tracked in Salesmotion without adding them one by one. Admins control this in the Accounts section of the CRM's settings page.
Salesmotion never deletes anything in your CRM. The import only adds accounts to Salesmotion, and removing accounts only ever happens on the Salesmotion side.
Where to find it
- Go to Settings → Integrations and open Salesforce or HubSpot.
- Scroll to Accounts.
Only admins can change these settings. Other users see them read-only.
If both Salesforce and HubSpot are connected, accounts are imported only from your primary CRM, which you choose at the top of the settings page. The other CRM still matches accounts and syncs fields, but it doesn't import or remove accounts.
Choose what to import
Synced owners. Pick the Salesmotion users whose CRM accounts should be imported. On every sync, the accounts and companies they own in the CRM are added to Salesmotion, with them as the owner. A user is matched to their CRM owner by email, so they need the same email address in both systems. Accounts without a website or domain are skipped, because Salesmotion researches companies by their domain.
A list, view, report or field. Under Import from, choose where the accounts come from instead of owners:
| Source | CRM | Imports |
|---|---|---|
| HubSpot list | HubSpot | The companies in a HubSpot company list (segment). |
| Salesforce list view | Salesforce | The Accounts in an Account list view, however many there are. |
| Salesforce report | Salesforce | The Accounts in a report that has an Account ID column. Salesforce returns at most 2,000 rows per report; for more, use a list view. |
| Salesforce checkbox field | Salesforce | The Accounts where a checkbox, for example one your team ticks for tier 1 accounts, is ticked. |
Pick the list, view, report or field, then click Preview. Salesmotion shows how many records are in it, how many have a website, how many it would import, how many are already in Salesmotion and how many it would remove. Save once the numbers look right.
If a list or report can't be read, or suddenly comes back empty, Salesmotion removes nothing during that sync and notes it in the sync log.
Specific accounts. Click Import specific accounts, search your CRM by company name or domain, tick the accounts you want and click Import. Records that are already in Salesmotion, or that have no website, are shown but can't be ticked. Accounts imported this way count as added by you, so the removal switches below never remove them.
Every imported account counts towards your plan's account limit. If the limit is reached, the import tells you which accounts weren't added.
Adding new Salesmotion accounts to your CRM automatically
Turn on Automatically add new Salesmotion accounts to HubSpot (or to Salesforce) to keep your CRM up to date with the accounts your team adds in Salesmotion. It's off by default.
- It applies to accounts added after you turn it on, not to existing ones.
- Each new account is linked to the CRM record with the same domain. If there isn't one, Salesmotion creates it with the standard fields (name and website).
- Existing CRM records are never changed, and accounts that came from your CRM are never pushed back.
- It runs with each sync, up to 200 accounts at a time, and the sync log shows how many accounts were linked or created.
To add a single account by hand instead, use Add to CRM; see Adding contacts and accounts to your CRM.
Removing imported accounts
Two switches decide whether imported accounts are removed from Salesmotion again. Both are off by default, so nothing is removed unless an admin turns them on.
| Switch | What it does |
|---|---|
| Remove from Salesmotion when deleted in the CRM or no longer selected | Removes an imported account when its CRM record is deleted, or when it leaves the list, view, report or field you import from (for example, the checkbox was unticked). |
| Remove from Salesmotion when the owner is no longer a synced owner | Removes an imported account when its CRM owner changes to someone who isn't a synced owner. If ownership moves between two synced owners, the account is simply reassigned. |
Whichever switches you use:
- Only accounts the sync imported are removed. Accounts your team added in Salesmotion stay, even if they're linked to a CRM record that gets deleted.
- Removed accounts are hidden, not destroyed. Contact support if you need one restored.
- Every removal is listed in the sync log at the bottom of the settings page, so you can see what changed and when.
Frequently asked questions
Does the import create or change records in my CRM? No. Importing only adds accounts to Salesmotion. To push an account from Salesmotion to your CRM, use Add to CRM; see Adding contacts and accounts to your CRM.
Where did the per-user "accounts sync" toggles go? They used to be under Settings → Organization Users. They are now the Synced owners list in the Accounts section, and only admins can change it.
Can I import every account in my CRM? Not with one click: most CRMs hold many companies nobody works, and every imported account uses a slot in your plan. Pick the owners whose accounts matter, or import from a list, view or report of the accounts your team works. If an import reaches your plan's account limit, the sync log shows how many were imported and how many were held back.