Accurate data syncing between platforms is essential for smooth operations, but when sync errors occur, they can disrupt workflows and lead to inefficiencies.
A client faced challenges syncing dropdown and picklist fields between HubSpot and Salesforce, resulting in errors impacting lead management and reporting.
Origin 63 designed a structured approach to diagnose and resolve these sync errors, ensuring seamless data transfer and efficient operations.
The client experienced multiple sync issues, including:
These issues were complex to resolve because HubSpot’s native sync tools did not effectively diagnose root causes.
Manual intervention became necessary without a clear understanding of where errors originated, slowing down processes and leaving some errors undetected. This affected lead routing, reporting accuracy, and overall operational efficiency.
Origin 63 followed a step-by-step approach to ensure seamless integration that identified errors, resolved mismatches, and restored efficient syncing.
The first step was diagnosing where the sync issues originated. This involved navigating to HubSpot > Settings > Integrations > Salesforce > Sync Errors. This dashboard provided insights into problematic fields causing sync issues.
Errors were classified into fixable (like mismatched dropdown values) and non-fixable (like private email addresses). This helped prioritize actionable issues for faster resolution.
This diagnosis phase was critical in understanding the scale of the problem and planning the right solutions.
Inactive picklist values in Salesforce often caused sync failures. The team accessed Salesforce’s Object Manager and located the affected fields to resolve this. Under Fields & Relationships, inactive picklist values were reviewed and reactivated where necessary.
This step ensured that HubSpot could correctly recognize and sync these values, reducing ongoing errors.
Origin 63 focused on aligning data fields across platforms to prevent future mismatches. In HubSpot, dropdown field properties were updated to match Salesforce’s active picklist values.
A thorough review ensured that every option matched correctly, reducing the risk of future mismatches. This alignment created consistency, ensuring that both systems communicated effectively.
Once the mismatches were resolved, Origin 63 triggered a resync. Returning to the Sync Errors section in HubSpot, affected records were manually selected for resyncing.
The team observed the resync process, confirming that errors were resolved and data flow was restored. This final step ensured that the corrected data was reflected accurately across both platforms.
Solving sync errors isn't just about fixing immediate issues—it's about creating a system that prevents future problems and makes ongoing maintenance easier.
This approach focused on resolving existing errors, streamlining processes, and ensuring the system could easily handle future data syncing challenges.
The approach didn’t just address immediate sync errors. By analyzing the root causes, Origin 63 helped the client develop a deeper understanding of their integration setup, reducing the likelihood of similar issues in the future.
Instead of relying on manual data checks, the structured process reduced intervention time and simplified the resolution of common sync issues. This improved operational efficiency and freed up resources for other tasks.
The process made regular audits simple. The client could maintain consistent data alignment over time by setting up a framework for reviewing field values and rechecking sync errors.
The final results of the sync error resolution process highlighted improvements in data accuracy, operational efficiency, and lead management. The client experienced significant benefits that streamlined their integration and improved overall data flow.
With inactive values reactivated and dropdowns aligned, the client achieved smoother data syncing, reducing error rates and ensuring cleaner data.
Accurate syncing meant that lead data was correctly routed, reducing delays and enhancing reporting accuracy. The client could make better business decisions with reliable data.
The structured approach minimized manual checks, saving time and resources. This allowed teams to focus on strategic initiatives rather than troubleshooting sync issues.
The structured process addressed immediate sync errors and laid the foundation for long-term accuracy and efficiency. Diagnostic insights were combined with practical, step-by-step fixes to build a system that reduced errors and simplified maintenance.
This approach didn't just solve the present issues—it created a more reliable and resilient integration framework designed to support long-term business success.
Sync errors slow down operations and create reporting challenges. Origin 63 helps businesses build scalable, efficient solutions that streamline data syncing and improve accuracy.
If you're ready to reduce sync errors and simplify your processes, contact us to learn how we can help.