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How to Manage Duplicates in HubSpot (& Prevent Them)

In almost every HubSpot audit we run, we uncover duplicate contacts or companies. Most of the time, teams aren’t even aware there’s an issue. The database has grown alongside new sales reps, new integrations, new forms, and somewhere along the way, a contact was created twice. Or a company record was duplicated because the domain was formatted slightly differently. Once you know duplicates exist, how do you go about managing them?

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How to Master the HubSpot Salesforce Sync

A lot of marketing teams are using HubSpot Marketing Hub, whilst their sales teams are operating out of Salesforce Sales Cloud. This is a perfectly reliable setup as long as the HubSpot Salesforce integration between the two is maintained. One of the challenges we often hear is related to Lead Assignment and how/when HubSpot can create records in Sales Cloud. Lead Assignment via the HubSpot-Salesforce integration is what we will cover in this blog.

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