HubSpot
- HubSpot has an option for to create and associate a new Company whenever you create a Contact with a never before seen domain. This can be a useful feature, but can also cause issues where a a Company and Contact sync create duplicate Company records. Even if you disable this option, a suboptimal sync workflow can cause Contacts and Company associations to be missing. An ideal workflow to avoid this issue is as follows:
- Create a HubSpot Company sync at your desired cadence. If possible, use a unique ID from your system mapped to a custom property to prevent future duplication (i.e. the company changes names or website domains).
- Create a HubSpot Contact sync with the sync after schedule. Use some shared attribute from your system to associate the Contact and Company via the relationships option. If you have a unique Company ID also available on the Contact record.

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Updated 9 months ago