topic Re: How to make uni-directional Sync for Deals and companies in Marketing Integrations

How to make uni-directional Sync for Deals and companies

ASAINI9812 — Mon, 11 Sep 2023 15:06:37 GMT

Want to make a uni-directional Sync for Deals and companies as we have options on contacts If Salesforce create and update the contacts then we have two option like create the same in Hubspot or "Do nothing". I need the same functionality on Deals and Companies and we are not having any option on that.

For more Please check the attachments

If anyone has any solution Please reply.

Re: How to make uni-directional Sync for Deals and companies

BérangèreL — Tue, 12 Sep 2023 07:33:11 GMT

Hi @ASAINI9812,

Thank you for reaching out to the Community! And thanks for the screenshots, it is really helpful 🙂

I understand that you are using this integration "Salesforce" and you would like that when a company or a deal is created or updated in Salesforce, than it does nothing (no update, no creation) in HubSpot, is that right?

I'd like to ask some of our Team Members for feedback: @mattyops, @BAuclair, @EWong8, @TMclaughlin @BCox2 and @Ian_Matt, are you still using Salesforce? Do you have such option "do nothing" for deals and company, please? How do you proceed to have a one way sync for deals and company?

I also wanted to invite a couple of subject matter experts to this conversation @johnelmer, @HFisher7 and @DanMYD, doy ou have any suggestions to help @ASAINI9812, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a great day!

Best,
Bérangère

Re: How to make uni-directional Sync for Deals and companies

HFisher7 — Tue, 12 Sep 2023 08:03:58 GMT

@ASAINI9812 - Can I push back and question why you want the integration to be one-direction.

Would having Salesforce opportunity information pushing through to the HubSpot deal object not provide your marketing team with some valuable ROI reporting data?!

However, if you do want to stop Deals and Companies syncing..

As it is mandatory to have Contacts sync via the integration that object has those additional sync rules options. For Deals and Companies (and any other objects you have) it is possible to turn the object sync off on that tab of the integration set-up screen, via the blue slider on the right:

Re: How to make uni-directional Sync for Deals and companies

ASAINI9812 — Wed, 13 Sep 2023 07:12:54 GMT

If I disable this then the total sync for companies or deals will turn off but I want to send the data from HubSpot to Salesforce only not to get data from Salesforce to HubSpot as we have an option for lead and contact to "Do Nothing" when a record will create or update in salesforce need the same for companies and deals.

Re: How to make uni-directional Sync for Deals and companies

ASAINI9812 — Wed, 13 Sep 2023 07:13:49 GMT

Hi @BérangèreL Thanks for replying.

Any solution?

Re: How to make uni-directional Sync for Deals and companies

HFisher7 — Wed, 13 Sep 2023 07:22:43 GMT

@ASAINI9812 - Apologies, you're correct.

Again, I'd push back on why it is you want the integration to be one-directional for companies and deals.

I do not believe with the current out-of-the-box integration it is possible to set up a sync rule that pushes data from HubSpot to Salesforce only for companies and deals.

I think you'd have to look at a custom integration solution.

Re: How to make uni-directional Sync for Deals and companies

DanMYD — Mon, 25 Sep 2023 18:51:22 GMT

@ASAINI9812 I'd recommend using a 3rd party tool to do something like this. There are a few that do a good job at allowing you to set up rules for syncs, and set up "uni-directional" ones if that's what you require.

I'd agree with @HFisher7 on this one though. Might be worth it to dig deeper into whether that's an absolute requirement.

Re: How to make uni-directional Sync for Deals and companies

AGupta28 — Mon, 15 Jan 2024 08:06:25 GMT

Hi any answer to this or any 3rd party app for it.

Re: How to make uni-directional Sync for Deals and companies

DanMYD — Mon, 15 Jan 2024 15:16:09 GMT

A quick and easy one would be make.com.

With it you can set up a scenario (workflow) with your specific triggers and filters that will sync data one way.

Obviously Zapier is another option but we find Make to be much more flexible, cost efficient, and customizable.

Re: How to make uni-directional Sync for Deals and companies

BLE219 — Fri, 18 Oct 2024 21:34:46 GMT

It would be great if we could change the deals sync setting to "Do Nothing" in Salesforce if a deal is updated in HubSpot. We manage our deals in Salesforce and sync the info to HubSpot. We don't want sales to make updates on deals in HubSpot and affect the settings and reportings in Salesforce.