Fixing & Reassociating Duplicate Companies
Duplicate Companies in the HubSpot Salesforce integration aggravate, confuse, and block many Admins using the integration. While this is a common issue, preventing and resolving duplicate Companies in the integration is an easy fix with the right tools and planning.
In this session, we cover how duplicate Companies are created, how to prevent it from happening, and how to fix the associations between Companies and Contacts in HubSpot when it happens.
Access the free recording in the Navigators Community.
Understand
the impact of duplicate Companies
Learn
how to identify duplicate Companies
See
how to reassociate Contacts with Salesforce-synced Companies
The Details
Agenda
Here's how we will maximize your 45-minute investment.
10:00 AM
Welcome & Kickoff
10:00 AM
10:05 AM
The Impact of Duplicate Companies
10:05 AM
10:15 AM
How to Manage Duplicate Companies
10:15 AM
10:30 AM
How to Fix Associations in HubSpot
10:30 AM
10:40 AM
Closing & Next Steps
10:40 AM
Meet your Trainer