Having accurate customer data is required for making informed decisions and driving sales. SymphonySync™ makes it easier than ever to sync contacts and/or leads between HubSpot and Dynamics 365, allowing you to have better collaboration across teams. But before you dive into syncing your data, it's important to understand the various sync options and their potential impact on your systems. Whether you're looking to sync contacts, leads, or both, making the right choices up front can prevent data conflicts. In this post, we'll walk you through the key sync options, share best practices, and provide tips for getting the most out of your SymphonySync™ experience.
Sync Options for Leads and Contacts
SymphonySync™ offers both free and standard subscriptions, which include the following sync options:
- HubSpot Contacts to Dynamics 365 Contacts (enabled by default)
- Dynamics 365 Contacts to HubSpot Contacts (enabled by default)
- HubSpot Contacts to Dynamics 365 Leads (disabled by default)
- Dynamics 365 Leads to HubSpot Contacts (disabled by default)
When you first activate SymphonySync™, only the default contact sync options will be automatically enabled. The lead sync options are initially disabled to prevent potential data conflicts.
Important Recommendations
Before enabling both leads and contacts to sync, careful planning is needed. Activating both can lead to unexpected data changes, including potential data loss. Here are a couple recommendations:
- Choose One Sync Type: Decide whether to sync contacts or leads first.
- If you choose contacts, no action is required, and you can continue with the default settings.
- If you choose leads, enable the lead sync options and manually turn off the contact sync options.
- If you choose to sync both leads and contacts, we strongly recommend that you review with the SymphonySync™ team before doing so.
- Guided Setup: For subscribers needing to sync leads and contacts, our Standard and Premium subscriptions offer guided setup from the very team that developed SymphonySync™.
- Test Before Going Live: Always conduct tests of your sync configuration in a controlled environment to uncover potential issues. Our team is here to help you through this process!
Sync Step Order and Data Conflicts
Understanding the order of sync steps is vital for ensuring proper data management and conflict resolution. The following outlines how records are created and matched during the sync process:
- Matching Criteria
- HubSpot Contacts and Dynamics 365 Leads/Contacts match on email.
- HubSpot Companies match with Dynamics 365 Accounts based on the name.
- Dynamics 365 Opportunities match with HubSpot Deals based on the name.
When records sync for the first time, SymphonySync™ searches for matching records in the opposite database. If the integration finds a match, it updates the existing record; if not, a new record is created. Be cautious: syncing records with empty matching fields can create duplicates.
Start Today
Our clients using SymphonySync™ have shared valuable insights about how this integration has significantly improved the reliability of their data across platforms. They also expressed how it increased collaboration between their marketing and sales teams, allowing them to concentrate on driving sales and achieving their business goals without the hassle of data discrepancies.
Check out more of our clients' feedback under our 5-star ratings on the HubSpot App Marketplace!
If you’re ready to align your platforms and need a dedicated team that prioritizes your data, contact us today at symphonysync@toplineresults.com! We’re here to support you every step of the way.
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