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  • Delpha Documentation
    • Welcome to Delpha Documentation
    • Delpha Setup
      • Install Delpha
        • Install Delpha package from the Salesforce App Exchange
        • Activate Delpha
        • Assign a Delpha Permission Set Group
        • Assign a Delpha licence to the users
        • Connect the org to Delpha
      • Import Conversations
      • Extra Tasks
        • Check my org settings
        • Install Delpha Connector for LinkedIn Enrichment
    • Delpha Upgrade
    • Delpha Apps
      • Delpha Setup
        • Delpha configuration
          • First Steps
          • Token Usage
          • Data Quality - Account
          • Data Quality - Contact
          • Duplicates
          • Job Tracker
          • Default Values
        • Conversations
        • Conversation Builder
          • High-level overview of the conversation builder
      • Delpha Data Quality
        • Data Quality Steward view
        • Duplicate Data Steward view
      • Delpha Score Meter
    • Use Cases Setup
      • Duplicate
        • Setup
          • Initialize the default settings
          • Activate Auto Merge
        • Duplicate detection
          • Properties section
          • Fields section
        • Run your first duplicate detection
        • Duplicate remediation
          • Merge Object Rules section
            • Master Record Selection
            • Custom rule for Master Record selection
            • Default rules for field selection
          • Merge Field Rules section
      • Data Quality
  • Delpha Campaigns
    • Create a Delpha Campaign
    • Configure a Delpha Campaign
      • Select the Campaign Type
        • Lead Generation
        • Job Tracking
        • Account Generation
      • Review and update the Settings
      • Add Campaign Members
  • HOW TO - FAQ
    • Delpha Integration
      • How to add Delpha components in my standard layout
      • How can I add Delpha fields in my standard layout
      • How to manage conversation priority
      • How to manage the conversation auto opening
    • Delpha Job Tracking
      • How to display the Job History
      • How does job tracking works
    • Delpha LinkedIn Connector
      • How can I connect my LinkedIn Account to Delpha
      • I am not allowed to install Delpha Connector on my browser
      • How many records can be enriched with LinkedIn in a day per user?
      • How can I check if a LinkedIn cookie is properly set or valid
      • How is used my LinkedIn Cookie
      • How can I automate my lead generation
    • Delpha Duplicate
      • What is a Filtering Rule and how to use it
      • What is the Expression and how to use it
      • How to exclude records from the analysis
      • How to make Duplicate Records exclusion dynamic
      • How to modify the detection threshold
      • How to modify the auto process threshold
      • What algorithms are used by Delpha
      • How does the Duplicate scoring work
      • How to define a Golden Record for Duplicate
      • How do you differentiate Do Not Compare & Is Golden Record
      • How to sync Salesforce & Hubspot to deduplicate records
      • Duplicate detection - When does it happen?
      • How to set the frequency of the Auto Merge
      • How to create a Master selection custom rule
      • How to create a Master selection custom rule - Advanced
      • What are the duplicate status?
      • How to Merge 2 leads with different currencies
      • What is a Duplicate credit?
      • Do I consume a credit when merging a pair?
      • What is field grouping?
      • How can I hide a field from the Delpha Bot conversation?
      • How can I keep both values of a field after the merge
      • Some duplicate are not detected, what can I do?
      • Can I ignore some field values when detecting duplicates?
      • What data is available for Duplicate?
      • How can I create custom reports on Duplicate
    • Delpha Data quality
      • How to exclude records from the analysis
      • How to fix my data quality
      • What is a Token?
      • Do I consume a token when applying a Delpha recommendation?
      • What are Data Quality Dimensions for Email
      • What are the Data Quality fields for Email
      • What are the 6 data quality dimensions
  • Delpha Campaigns
    • How to add records to a campaign from reports?
  • TROUBLESHOOT
    • Grant access for Delpha Support
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On this page
  • How to Sync Delpha Duplicate Merges with HubSpot
  • Overview of Required Steps
  • In HubSpot:
  • In Salesforce:
  • HubSpot Configuration
  • 1. Enable Salesforce Sync in HubSpot
  • 2. Set Field Mapping Between Salesforce and HubSpot
  • 3. Create a HubSpot Private App
  • Salesforce Configuration
  • 1. Add the HubSpot Access Token to Custom Metadata
  • 2. Enable HubSpot Merged IDs in Delpha
  • Result
  • Summary

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  1. HOW TO - FAQ
  2. Delpha Duplicate

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

  • 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.

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

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

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Last updated 6 days ago

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Hubspot Setup
Custom Metadata Type
Hubspot Setup