Fixing duplicate HubSpot companies and Salesforce accounts while syncing has several nuanced issues that need to be accounted for. There are specific data issues that can break the sync and require you to merge records manually. You also need to determine the appropriate “master record” to use across both HubSpot and Salesforce.
Then you have to consider the merging process. If two records are merged on Salesforce, are they merged on HubSpot as well? What are the mechanics behind how that works? Often, your company's settings in each platform impact how the merge takes place, which can be confusing.
Insycle allows you to merge duplicate Hubspot companies and Salesforce accounts while keeping your sync intact, simply.
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Often, the HubSpot and Salesforce sync will create duplicate companies, due to differences in ways they are handled across both systems. Insycle makes it easy to deduplicate HubSpot companies and Salesforce accounts together while keeping your sync intact, and merging down into the same master record in both systems.
To do so, you follow the standard deduplication procedure in the Merge Duplicates module. However, in Step 4, we are going to instruct Insycle to select the "master record" using the Salesforce Account ID.
Learn More: Bulk Merge Duplicate People, Companies
Step 4: Master Selection
When duplicate companies are created in HubSpot, those that are not synced with Salesforce will not have a Salesforce Account ID listed.
To identify the correct company record to choose as the master, we will look for records that do have data in the "Salesforce Account ID" field.
In Step 4: Master Selection, you can use the rule "Salesforce Account ID" to pick the HubSpot company as the master in the Record tab.
These master selection rules execute in order. So if the Salesforce Account ID is found, Insycle will never even look for the highest associated deal.
This makes it incredibly simple to deduplicate records across HubSpot and Salesforce, merge them into the correct master record, and keep your sync intact.
To learn more about the entire deduplication process in Insycle, go here: Bulk Merge Duplicate People, Companies
Preview Changes Before They Go Live
With Insycle, you can always preview the changes that you are making to your data before those changes are pushed to your live database. When you run modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.
You can set up ongoing data maintenance automation with Insycle on the module level, using Recipes, or integrating with Workflows. You can view all scheduled automations on the “Automations” page on your dashboard.
Audit Trail and History
The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.
Data Health Assessment
The Data Health Assessment surfaces data quality issues that negatively impact your marketing, sales, and support efforts, and guides you through the process of fixing them. Here, you can keep an eye out for common duplicates or add your own custom configurations to the report, in order to track duplicate count and progress and trends over time.
For situations where you need more granular customization for picking duplicate records to include - or exclude - from the deduplication process, or for picking the master record, and there are no common rules you can apply for all or some of the records, you can customize bulk deduplication using exclusions and pre-defined masters.
Separately, it is also possible to customize the merge logic behavior. For example, to instruct Insycle to copy values from field A to field B as part of the merge, or combine multiple fields into one. Customized merge logic requires an Enterprise plan. Please reach out via chat to discuss your specific requirements.