When integrating HubSpot with Salesforce, users often encounter a variety of challenges.
One common issue that arises during this integration is the Associated Sync Error.
Understanding what this error means, its causes, and how to resolve it is critical for businesses looking to streamline their HubSpot processes.
In this blog, we’ll dive deep into what is associated sync error in HubSpot, explore examples, and provide actionable steps to resolve it in simple steps.
What is Associated Sync Error in HubSpot – Introduction
An Associated Sync Error in HubSpot occurs when there is a misalignment or issue with how HubSpot and Salesforce sync related records.
This often involves errors in associations between key objects like contacts, companies, deals, and activities.
These errors arise because HubSpot’s associations framework differs from Salesforce’s relationship model, causing a breakdown in the sync process.
For instance, Salesforce supports hierarchical relationships with parent-child structures, whereas HubSpot uses a flat associations framework.
When these differences clash, an associated sync error is triggered, preventing the transfer of data between the two platforms.
How to Fix Associated Sync Errors
Review Sync Error Notifications
HubSpot provides detailed error messages for sync issues.
Navigate to the Salesforce integration settings in HubSpot and review the error logs to identify the root cause.
Clean Up Associations in HubSpot
Ensure that each record in HubSpot has clear and valid associations.
Remove unnecessary or duplicate associations that may exceed limits.
Map Fields Correctly
Verify that all fields required by Salesforce are mapped correctly in HubSpot. This includes:
Contact-to-Contact mappings
Company-to-Account mappings
Custom object mappings
Address Duplicate Records
Use HubSpot’s duplicate management tools to merge or delete duplicate records that may cause sync issues.
Use the HubSpot API
For complex sync requirements, the HubSpot API can be used to customize associations and resolve errors.
Developers can use the API to:
Reassess associations
Correct record mappings
Implement automated workflows for data cleaning
Best Practices for Preventing Associated Sync Errors
To minimize associated sync errors, consider the following best practices:
Plan Your Integration
Clearly define how records will be mapped and associated between HubSpot and Salesforce.
Regularly Audit Your CRM
Periodically review and clean your HubSpot and Salesforce databases to ensure accurate associations.
Leverage HubSpot Tools
Use HubSpot’s built-in tools like data validation and duplicate management to maintain clean records.
Collaborate with Your Team
Ensure your sales and marketing teams are aligned on data entry standards to avoid creating errors during the integration process.
What is Associated Sync Error in HubSpot Salesforce Objects?
When integrating HubSpot with Salesforce, the sync error revolves around specific objects like:
Activities
Calls, tasks, or emails associated with contacts or companies may not sync properly to Salesforce.
Contacts and Companies
Mismatched or missing associations can block the sync.
Custom Objects
When custom objects in Salesforce aren’t properly mapped to HubSpot, sync errors are likely to occur.
For example, if a task in HubSpot is associated with a contact that doesn’t have a corresponding Salesforce record, the integration will fail for that activity.
Addressing this issue requires mapping and cleaning up associations to ensure compatibility between the two systems.
What is Associated Sync Error in HubSpot Example?
Consider a scenario where a sales activity logged in HubSpot—such as an email—is meant to sync with Salesforce.
If the email is associated with multiple records in HubSpot (e.g., a contact and a company) but lacks clarity on which Salesforce record to sync to, the associated sync error will occur.
Example
A salesperson sends an email to John Doe in HubSpot, associating it with both John’s contact and his company profile.
In Salesforce, however, only one record association is allowed for this activity. This discrepancy causes the sync to fail, and an associated sync error is logged.
Common Causes of Associated Sync Errors
Exceeding Record Association Limits
HubSpot imposes a limit on how many associations a single record can have, which can lead to errors when integrating with Salesforce.
Incompatible Data Structures
Salesforce hierarchical model clashes with HubSpot flat associations framework.
Missing Required Fields
If critical fields required for Salesforce integration are missing in HubSpot, sync errors occur.
Custom Object Mapping Issues
Poorly configured mappings between HubSpot and Salesforce custom objects can lead to association errors.
Duplicate Records
Duplicate contacts, companies, or deals can create confusion in associations, resulting in sync failures.
What is Associated Sync Error in HubSpot – Reddit Perspective
HubSpot knowledge base and Salesforce forums, such as Reddit discussions, often provide valuable insights into resolving associated sync errors. Searching for “what is associated sync error in HubSpot Reddit” can uncover community-driven solutions.
Is there something I need to do to turn on syncing between Salesforce and HubSpot?
byu/ih8vols inhubspot
What is Associated Sync Error in HubSpot API – Conclusion
For more insights and expert tips, explore discussions on Reddit, check out HubSpot’s official documentation, or consult with integration specialists.
What is Associated Sync Error in HubSpot Activities to Salesforce – FAQs
How do I sync salesforce leads to HubSpot?
To sync Salesforce leads to HubSpot, use the HubSpot-Salesforce integration available in HubSpot’s App Marketplace.
Install and configure the integration, map fields between Salesforce and HubSpot, and set up bi-directional sync to ensure leads flow between the two platforms in real-time.
How do I force Salesforce to sync HubSpot free CRM?
Salesforce cannot sync with HubSpot Free CRM as the integration requires a paid HubSpot plan. To enable syncing, upgrade to a HubSpot Starter plan or higher.
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