Managing Bi-Directional Sync between HubSpot and SFDC

[ESalvatierra4]

Hello community, I'm curious if anyone has experiencing managing a complex HubSpot to SFDC sync trigger. Our team uses both platforms for marketing and sales data repectively and recently noticed that sync triggers initiative "all or nothing" syncs for data associated to synced records. This has started creating issues with deal closed dates and record ownership. 

Digging in further, I'm curious if HubSpot has ever considered removing the two-way sync or properties, allowing for a SFDC only or proporitzing SFDC unless blank? I've noticed that the record owner for deals, accounts, and contacts are overwritting our ownership in SFDC, causing issues to a few optimizing and reporting changes we are making in SFDC in 2024. 

[Expertopinionsa]

Hey there! HubSpot-SFDC sync can be a handful, right? The "all or nothing" sync vibes can indeed stir up some trouble, especially with deal closed dates and record ownership.

Ever thought about suggesting to HubSpot to dial down the two-way sync drama? Maybe consider a setup where SFDC takes the lead, or at least gets priority unless there's a blank slate? Noticed the record owner shuffle causing a ruckus – not cool when you're trying to optimize and report in SFDC for 2024. Maybe throw this idea in HubSpot's way or get help from triotech systems as I always go there because of the low budget you know? Good luck untangling the sync!

[LaurenRyan · Accepted solution]

Thanks @Jnix284! @ESalvatierra4 - to make sure I understand, are you referring to a different sync setting other than two-way? For the majority of the properties in HubSpot - you can choose "Always use Salesforce" or "Prefer Salesforce Unless Blank" or even "Don't Sync" as options for the sync setting.

For Company Owner - you can either sync this Two-Way or not at all.

The challenge with not syncing it at all is that you likely cant create an Account in Salesforce from HubSpot without an owner set. So, all Account creation needs to happen in Salesforce.

If this doesn't fully solve your question - feel free to book time with me, and I can share info about our HubSpot Salesforce integration repair options. 🙂

Cheers!

[Jnix284]

@ESalvatierra4 my SFDC integration experience is for much simpler use cases, but Lauren Ryan with Coastal Consulting is the go-to pro for complex integrations.

She shares a lot of resources, although in your case it might be best to inquire about a consultation.