Fixing duplicate records in your CRM is difficult enough without having to worry about all of the issues that come along with two platforms syncing.
Both HubSpot and Salesforce have unique ways of handling shareholder database duplicate records that need to be known and accounted for while merging duplicates. Failing to account for this could mean leaving many duplicate contacts floating in your system, unaccounted for, despite the fact they share a lot of data in other fields.
But the complications don’t just end at platform-specific nuances. When merging duplicate records across CRMs, you need to maintain the sync. Therefore, you need to determine the appropriate “master record” to use. But that is often easier said than done.
To ensure that the merge is correct and that you have the right master record in both platforms, you’ll need to manually check. Across a customer database that might have thousands of duplicate customer records, the task can quickly become overwhelming.
Then you have to think about how the merging process actually works. If two records are merged on Salesforce, are they merged on HubSpot as well? But even that can get a little murky. The real answer is “sometimes, depending on your settings.”
This leads to companies having to go through a tedious process, back and forth between both platforms, to run tests and make sure they understand how things work, check records IDs, ensure they are merging the right records, and keeping the sync intact.
