Salesforce integration: company - account association synch rules

HubSpot Ideas
1

Hi there,

with the current status of the integration we cannot set rules to prevent unwanted associations between accounts and contacts/leads in Salesforce based on association updates in HubSpot or vice versa.

Example

Initial scenario:

  • contact X is attached in HubSpot to the company Y AND the contact X is attached in SFDC to the company Y
  • contact X is synching with SFDC (included in the synching list in HS)

Change

  • An HubSpot user moves contact X from company Y to Z

Result:

  • In SFDC - company Y will stay as indirect company relation and company Z will be added as direct. This is not optimal because we cannot control these associations.

:light_bulb:Idea

  • HubSpot pls introduce synching rules for companies and accounts synch where we can decide which CRM to prefer/which is the real source of truth.

Thank you!