Re-sync contacts that were removed/deleted in SalesforceSOLVE
Apr 12, 2017 1:25 PM
We keep running into an issue where a contact interacts with one of our pages and they get put in a workflow that sends them over to Sales as a hot lead, but there is a sync error because the contact had previously been deleted from our Salesforce instance. I have to manually check the workflow periodically to find the contacts with sync errors and scroll down to the Salesforce section and manually re-sync them. Is there a way to automate this? Or at least a way for me to pull a list of all the sync errors so I dont have to search through the workflow history to find them?
Solved! Go to Solution.
Apr 12, 2017 2:44 PM
Hi, @kellyj. I wrote a longer reply to this earlier, but it got deleted.
HubSpot Support can help with this. If time is a factor, I recommend calling in versus filing a web ticket. You'll need support to do two things:
1) Get them to expose a contact property which shows contacts deleted from Salesforce.
2) Once complete, build a list of anyone who's been deleted from Salesforce in HubSpot (with or without additional criteria, up to you). Make sure it's a static list. Notify HubSpot Support, and indicate you want all the contacts on the list to resync again. Expect a business day's turnaround for each ask.
This process is meant to help with "accidental" deletes, and should not be part of any periodic or ongoing cleanups. Once HubSpot Support gets those contacts on the list from step 2 to sync again, they'll sync freely. However, if you have a new group of previously-deleted contacts you need resyncing, you'll need to call up HubSpot Support and get them to repeat this entire process.
It won't be practical to routinely delete out of Salesforce, AND get HubSpot to resync them again. That requires too much coordination to be useful. If what you're talking about is effectively a one-time job, HubSpot Support can help.
If you're routinely deleting out of Salesforce and need resyncs, your best bet may be to reclassify the records in Salesforce, instead of deleting them.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.