Hi all, we have a scenario where we cannot restrcit some companies to sync from Salesforce to HubSpot. These companies are not required HubSpot today but we may need them in future. We are planning to delete these comanies for now so as to keep the data clean.
My understanding is that HubSpot keeps indexes(for all the objects) and so once a company is deleted, it won’t sync automatically unless we reach out HubSpot and have the indexes cleared.
Is my understanding correct? and please let me know if there is any other way?
Thanks in advance!
@MAgarwal5
Yes, It’s correct. When a company is deleted in HubSpot, it will no longer sync automatically with Salesforce unless the indexes are cleared by reaching out to HubSpot support.
However, there is a way around You can create a custom property in HubSpot called “Sync to Salesforce” with the field type “Yes” “NO” for the companies that you do not want to sync.
Create a workflow or use the HubSpot API to update the custom property for the specific companies. This will allow you to keep the data in HubSpot without deleting the companies from HubSpot.
Let me know if you have any follow-up questions.
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