HubSpot Salesforce Sync Issues

 

Data issues make syncing Salesforce and HubSpot problematic.

There are a myriad of issues that can break the sync, cause data issues to be replicated across both platforms, and hurt productivity.

Insycle makes it easy to deal with Salesforce and HubSpot sync issues, including:

  • Bad “State/Region and “Country” properties breaking the sync.
  • Bad picklist values in imported data breaking the sync
  • Being unable to merge duplicates with the sync active
  • Duplicate records being replicated across both CRMs

Summary

Insycle helps with a number of issues with your Salesforce and HubSpot sync.

Using a range of Insycle modules, you can deal with the most common Salesforce and HubSpot sync issues, while also improving the quality of your data on both platforms. Often, you can use Insycle's automation options to ensure that the issues are taken care of on a set schedule and you can spend less time worrying about sync issues.

Stop Bad “State/Region and “Country” Properties Breaking the Sync

A common issue with synced HubSpot and Salesforce accounts is bad data breaking the sync. A common reason for this comes from the “State/Region” and “Country” properties. 

In HubSpot, these properties should be converted from single-line text into dropdown select and contain standard values that will pass validation for Salesforce, in order to keep the sync from breaking. You will also need to standardize existing values so as not to create many different variations of values in your picklists (like NY and New York).

First, you'll want to use Insycle's Cleanse Data module to identify variations in the field that you would like to standardize in order to keep it from breaking the sync. Cleanse Data allows you to explore variations and even standardize from one module and template. Then, you can use the Transform Data module for more complex standardization and scheduled automation. To learn more, see Standardize Job Titles, Industries, Locations.

Then, you can use the Cleanse Data module to convert your field in HubSpot from free-text to picklist. To learn more, see Convert Field Type From Free-Text to Picklist.

Merge Duplicates After Syncing HubSpot & Salesforce

Another common issue with syncing HubSpot and Salesforce inability to merge duplicate companies through HubSpot once the sync is in place.

You have to completely uninstall the integration, merge duplicate companies, and then re-connect the integration. Disconnecting the two platforms for even a short time can cause other issues that may require troubleshooting to fix.

Insycle allows you to merge duplicate companies with the Salesforce and HubSpot sync integration and sync in place. With Insycle, you can identify duplicate companies in advanced ways to catch more duplicates as well.

To do this, you use a combination of custom fields, master record tagging, and Insycle's Merge Duplicates module to merge duplicates with the Salesforce and HubSpot Sync intact.

Learn more:

Avoid Bad Picklist Values When Importing Data in HubSpot

Bad picklist values from imports can also break the HubSpot/Salesforce sync, and without an easy way to compare CSV fields to CRM fields, it can be easy to overlook bad picklist data.

With Insycle, you can identify inconsistencies in your imported data and standardize it on import, so that the bad picklist values never hit HubSpot and therefore never break your HubSpot+Salesforce sync.

Learn more:

Reconcile HubSpot and Salesforce Records to Find When Sync is Broken

When your HubSpot and Salesforce integration sync breaks, it can be difficult to figure out when it occurred, what records were affected, and what changes need to be made to get HubSpot and Salesforce syncing again.

Using Insycle's Magical Import module, you can use the exports from Salesforce and Insycle's "Compare" feature to reconcile HubSpot and Salesforce records, spot differences, and identify when and why your sync broke.

For example, “Salesforce Contact ID” is a field that is created in HubSpot and holds the Salesforce Contact ID when new data is imported with an active sync. You can use this field to identify which Salesforce contacts exist in HubSpot and which ones do not. You can also compare your data sets the opposite direction.

To learn more, see Compare .CSV Data to Existing Records In Your CRM.

Additional Resources

Related Blog Articles

Related Help Articles

Additional Resources