I have a requirement in which I have to transfer the accounts and Contacts from salesforce to Hubspot but before transferring, I have to check it first in the hubspot that If the account which is tranferring from the salesforce is already exist in the Hubspot or not if it is already exist then I don’t want to create it in the Hubspot but if it is not exist then only I want to create the account in the Hubspot.
We will review tricky duplicate issues like this in our upcoming training session on duplicates in the HubSpot Salesforce integration. Register here!
PS - If you register in advance, we’ll email you the recording after if you can’t make it.