How can I manage company syncing and creation in Surfe and HubSpot to avoid duplicates?

Managing company syncing and creation effectively in Surfe and HubSpot is essential to avoid duplicate records and maintain clean data. This article provides an overview of the settings and best practices to help you manage these processes efficiently.

Overview of Company Syncing and Creation

Surfe allows users to sync and create company records directly from its platform. However, duplicate records can occur if settings in Surfe or HubSpot are not configured properly. Understanding and managing these settings can help reduce duplication and ensure accurate data synchronization.

Steps to Disable Company Syncing/Creation in Surfe

If you want to prevent Surfe from syncing or creating company records, you can disable this feature in the Surfe Dashboard:

1. Open the Surfe Dashboard.

2. Locate the setting that controls company syncing/creation.

3. Turn off this setting to disable company syncing/creation.

This will stop Surfe from creating or syncing company records, giving you more control over your data.

Understanding HubSpot Settings and Their Impact

HubSpot has its own settings that can automatically create or associate company records. If these features are enabled, HubSpot may create additional company records independently of Surfe’s matching process. To manage this:

1. Review the Association history in HubSpot to identify how companies are being created or associated.

2. Check the relevant HubSpot settings for automatic company creation/association.

3. Adjust these settings as needed to align with your data management preferences.

By configuring these settings, you can reduce the likelihood of duplicate company records.

Best Practices for Managing Company Records

To maintain clean and accurate company records, consider the following best practices:

• Regularly review and update your settings in both Surfe and HubSpot.

• Monitor your data for duplicates and resolve them promptly.

• Train your team on the importance of consistent data entry and management.

By following these steps and best practices, you can effectively manage company syncing and creation in Surfe and HubSpot, minimizing duplicates and ensuring data accuracy.

Related Topics

• How to sync contacts between Surfe and HubSpot

• Troubleshooting common syncing issues in Surfe

• Managing duplicate records in HubSpot