How to sync Salesforce & Hubspot to deduplicate records

Learn how to keep Salesforce and HubSpot aligned after merging records in Delpha Duplicate. Configure secure sync using HubSpot Private App and Salesforce custom metadata.

How to Sync Delpha Duplicate Merges with HubSpot

After merging records in Salesforce using Delpha Duplicate, you might still have references to the old (merged) records in external systems like HubSpot. These outdated references can lead to inconsistencies across your stack.

To maintain data integrity, this guide explains how to synchronize merged record updates between Salesforce and HubSpot.

Overview of Required Steps

In HubSpot:

1. Set up the Salesforce-HubSpot sync and map fields between platforms.

2. Create a Private App in HubSpot to securely connect with Salesforce.

In Salesforce:

1. Add your HubSpot Access Token in custom metadata.

2. Enable HubSpot-specific merge tracking in Delpha Duplicate settings.

HubSpot Configuration

1. Enable Salesforce Sync in HubSpot

• Go to Account Setup → Integration → Connected Apps

• From the Action dropdown, click Settings

Hubspot Setup

• Navigate to Contact / Contact Sync Rules and ensure Salesforce ↔ HubSpot sync is activated.

2. Set Field Mapping Between Salesforce and HubSpot

• Go to Contact / Contact Property Mappings in the Connected App section.

• Add new mappings to ensure fields like Hubspot Merged Ids are properly linked to Salesforce objects.

Hubspot Property	Salesforce Field	Sync Rule	Status	Mapping Type
Record ID (hs_object_id)	DDQ Hubspot Id (delpha__DDQ_HubspotId__c)	Two-way	Warning	Custom

3. Create a HubSpot Private App

• Go to Account Setup → Private Apps

• Click Create Private App

  • Name it: Salesforce Merge

• Click View Access Token and copy the generated token.

Hubspot Setup

Salesforce Configuration

1. Add the HubSpot Access Token to Custom Metadata

• Go to Setup → Custom Metadata Types

• Locate Hubspot Settings and click Manage Records

• Click Edit, then paste your Access Token

Custom Metadata Type

2. Enable HubSpot Merged IDs in Delpha

• Open the Delpha Setup app

• Navigate to Duplicate Settings → Contact

• In the Merge Field Rules section, activate the setting: ✅ Hubspot Merged Ids

• Repeat the process for the Lead object.

Result

With this configuration:

• Merged Contact/Lead IDs in Salesforce will sync to HubSpot.

• HubSpot will reference the new master record instead of the obsolete merged one.

• Your stack stays aligned, reducing the risk of segmentation or tracking errors.

Summary

Platform	Action
HubSpot	Enable sync, configure field mapping, create Private App
Salesforce	Store access token in metadata, update Delpha settings for HubSpot