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HNascimento
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Merge companies salesforce integration

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I use the integration with salesforce for accounts, how do I perform the mass deletion or merger of duplicate companies? I don't have the operations hub contract

 
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DianaGomez
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Gerente da Comunidade
Gerente da Comunidade

Merge companies salesforce integration

resolver

Hi @HNascimento

 

Thank you for reaching out to the Community!

 

I can confirm that it isn't possible to merge Company records within HubSpot when the Salesforce integration is installed.  Here is a resource that mentions this: Merge records.

This is because HubSpot does not pass deletes into Salesforce for security reasons.

 

If we allowed Companies to merge in HubSpot this would break the sync for Companies/ Accounts because we do not pass that delete. For now, we are not prioritizing this but as HubSpot becomes the source of truth for more of our users it's likely we will figure out how to pass company merges into Salesforce. Here is a community post where this is mentioned: Merging HubSpot company records with HubSpot / Salesforce integration.

 

I'm afraid there isn't a workaround for this at this time.

 

I highly recommend you upvote the ideas and comment on them with your use case:

The more votes an idea receives, the higher the chances of it being reviewed by the product team.

 

Best regards,

Diana


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More

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1 Resposta 1
DianaGomez
Solução
Gerente da Comunidade
Gerente da Comunidade

Merge companies salesforce integration

resolver

Hi @HNascimento

 

Thank you for reaching out to the Community!

 

I can confirm that it isn't possible to merge Company records within HubSpot when the Salesforce integration is installed.  Here is a resource that mentions this: Merge records.

This is because HubSpot does not pass deletes into Salesforce for security reasons.

 

If we allowed Companies to merge in HubSpot this would break the sync for Companies/ Accounts because we do not pass that delete. For now, we are not prioritizing this but as HubSpot becomes the source of truth for more of our users it's likely we will figure out how to pass company merges into Salesforce. Here is a community post where this is mentioned: Merging HubSpot company records with HubSpot / Salesforce integration.

 

I'm afraid there isn't a workaround for this at this time.

 

I highly recommend you upvote the ideas and comment on them with your use case:

The more votes an idea receives, the higher the chances of it being reviewed by the product team.

 

Best regards,

Diana


loop Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.
Learn More