Marketing Integrations

BAusten
Member

Merge duplicate companies with Salesforce installed

SOLVE

I have inherited a HS instance that has many duplicate companies, likely done through uploading a bought data list without a domain field.

 

This is causing a nightmare with HS Inisghts populating contact record information and genral reporting. I cannot merge duplicates with the SF app installed - what are my options?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merge duplicate companies with Salesforce installed

SOLVE

Hello @BAusten,

 

Options are unfortunately very limited. If you reach out to HubSpot support, they can share a guidance document with you (I don't think this is public or an official document so I can't share it here). This is a five page document which goes through multiple options both for managing duplicates in HubSpot but also Salesforce.

 

For HubSpot duplicates, all options involve manually deleting the duplicate record after moving all information (property values) and associated contacts to the main company. Depending on whether this record has synced to Salesforce or not, the next steps then differ.

 

In any case, HubSpot recommends to not turn off the ingration to merge company duplicates.

 

If you're not successful with HubSpot support, feel free to send me a direct message.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merge duplicate companies with Salesforce installed

SOLVE

Hello @BAusten,

 

Options are unfortunately very limited. If you reach out to HubSpot support, they can share a guidance document with you (I don't think this is public or an official document so I can't share it here). This is a five page document which goes through multiple options both for managing duplicates in HubSpot but also Salesforce.

 

For HubSpot duplicates, all options involve manually deleting the duplicate record after moving all information (property values) and associated contacts to the main company. Depending on whether this record has synced to Salesforce or not, the next steps then differ.

 

In any case, HubSpot recommends to not turn off the ingration to merge company duplicates.

 

If you're not successful with HubSpot support, feel free to send me a direct message.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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BAusten
Member

Merge duplicate companies with Salesforce installed

SOLVE

Thank you, i will speak to support and come back to you. It is suprising that there isnt a solution to this!

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