Merging Company Duplicates when Salesforce Integration is Active

[Eleven11]

Our company merged with several organizations and our primary CRM is now Salesforce. We are navigating this issues that come from duplicate companies. When the Salesforce integration is active companies can't be merged in HubSpot using HubSpot's native functionality. API calls to merge duplicates also fail which means tools like Insycle don't work.

We've explored various options, but we have too many duplicates to continue to manage this manually. I'd like to get input from anyone else who has dealt with this. Ideally all duplicates would have been cleaned and perfect before integrating with Salesforce, but that wasn't possible. 

I'm currently looking for out of the box solutions, services, workarounds, or custom workflow setups that would handle this on an ongoing basis.

If we used workflows, we would essentially have to reinvent the whole merge process inside workflows (identify the primary account, copy properties between records, combine associations,  delete the bad record, etc.). This has downsides such as not using HubSpot's merge which keeps the latest value of each property across all records and merging all timeline activity. 

If you have any ideas, please share.

[RBozeman]

Hi @Eleven11,

I work for Insycle. Just wanted to check in on this and learn more about what is happening here. Insycle does allow for merging companies with the Hubspot/Salesforce sync active. Here is the help doc on this use case. 

There may be something about your situation that I am not understanding though. Feel free to shoot me a DM if you want, would be happy to have someone from the team walk you through how it works if needed. Have a good one!

[Eleven11]

I think I've seen this before, but checking this out again. I have some questions, but would be interested if this can be done with the SF sync active. 

[FEixdeal]

We've encountered a similar issue. One workaround we found effective was using a third-party data management service specializing in deduplication and CRM integration. Services like Ringlead or DemandTools can help automate and streamline the deduplication process across both Salesforce and HubSpot. It saved us a lot of time and hassle. Hope this helps!

[Eleven11]

Thanks for the reply. I'm familiar with DemandTools, but my understanding was that they don't support HubSpot--just SF.

[Jonas_De_Mets]

Thanks for referring us @Mike_Eastwood! 
We are looking into possible solutions for the Salesforce integration limitations.

Happy to discuss in more details via a DM @Eleven11!

Hope we can help simlify HubSpot dedpulication!

[Mike_Eastwood · Accepted solution]

Hi @Eleven11 

Have you investigated Koalify to automatically de-dupe?

I recommend you talk to @Jonas_De_Mets  - he's the expert with everything about de-duplicating in HubSpot.

Have fun

Mike

Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a Gold HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.