Taming the Two-Way Sync: Preventing Duplicates in HubSpot Before They Sync Into Salesforce
Posted: Wed Dec 04, 2024 6:09 am
Are your CRMs being flooded with duplicates as a result of the Hubspot-Salesforce sync? It can be a huge headache to manage.
Duplicate records are not just technical nuisances; they have real implications for businesses. Duplicates can lead to inefficient sales processes, skewed marketing analytics, and compromised car owner database customer experiences. Moreover, the effort required to manually merge these records is not only time-consuming but also prone to errors, leading to further data integrity issues.
Unfortunately, fixing duplicates is very difficult. To stop a record from being synced, you have to fix the creation of duplicates at the source—and there may be many sources. This is not easy, but it’s worth the effort. By fixing the issues surrounding duplicates and the two-way HubSpot-Salesforce sync, companies can ensure that their sales, marketing, and support teams are working with clean, reliable data, enabling more targeted and effective customer interactions.
In this article, we'll cover how these duplicates impact your business, where those duplicates come from, and share a solution for ensuring that duplicates in HubSpot are deduplicated before the records are synced with Salesforce.
The Domino Effect of Duplicates With a HubSpot-Salesforce Sync
When duplicates arise as a result of a two-way sync between HubSpot and Salesforce, their impact can be far-reaching. The differences in duplicate detection rules between the two platforms leads to a cascade of challenges that affect various facets of an organization. Here's how these duplicates can detrimentally impact a company:
Duplicate records are not just technical nuisances; they have real implications for businesses. Duplicates can lead to inefficient sales processes, skewed marketing analytics, and compromised car owner database customer experiences. Moreover, the effort required to manually merge these records is not only time-consuming but also prone to errors, leading to further data integrity issues.
Unfortunately, fixing duplicates is very difficult. To stop a record from being synced, you have to fix the creation of duplicates at the source—and there may be many sources. This is not easy, but it’s worth the effort. By fixing the issues surrounding duplicates and the two-way HubSpot-Salesforce sync, companies can ensure that their sales, marketing, and support teams are working with clean, reliable data, enabling more targeted and effective customer interactions.
In this article, we'll cover how these duplicates impact your business, where those duplicates come from, and share a solution for ensuring that duplicates in HubSpot are deduplicated before the records are synced with Salesforce.
The Domino Effect of Duplicates With a HubSpot-Salesforce Sync
When duplicates arise as a result of a two-way sync between HubSpot and Salesforce, their impact can be far-reaching. The differences in duplicate detection rules between the two platforms leads to a cascade of challenges that affect various facets of an organization. Here's how these duplicates can detrimentally impact a company: