Sales Integrations

VParkale
Mitglied

want to check for the duplicate accounts and contacts in Hubspot before syncing

lösung

I have a requirement in which I have to transfer the accounts and Contacts from salesforce to Hubspot but before transferring, I have to check it first in the hubspot that If the account which is tranferring from the salesforce is already exist in the Hubspot or not if it is already exist then I don't want to create it in the Hubspot but if it is not exist then only I want to create the account in the Hubspot.

0 Upvotes
1 Akzeptierte Lösung
danmoyle
Lösung
Koryphäe | Elite Partner
Koryphäe | Elite Partner

want to check for the duplicate accounts and contacts in Hubspot before syncing

lösung

@VParkale we've used Insycle for this. It works great as a HubSpot integration. I don't know if it checks SFDC as well, but it's a good deduplication and data cleansing tool i'd personally recommend. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

Lösung in ursprünglichem Beitrag anzeigen

2 Antworten
LaurenKennedy
Stratege/Strategin | Diamond Partner
Stratege/Strategin | Diamond Partner

want to check for the duplicate accounts and contacts in Hubspot before syncing

lösung

We will review tricky duplicate issues like this in our upcoming training session on duplicates in the HubSpot Salesforce integration. Register here!

 

PS - If you register in advance, we'll email you the recording after if you can't make it.

0 Upvotes
danmoyle
Lösung
Koryphäe | Elite Partner
Koryphäe | Elite Partner

want to check for the duplicate accounts and contacts in Hubspot before syncing

lösung

@VParkale we've used Insycle for this. It works great as a HubSpot integration. I don't know if it checks SFDC as well, but it's a good deduplication and data cleansing tool i'd personally recommend. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/