Merging records
Merging records in HubSpot will cause records to be deleted in your synced spreadsheet
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Merging records in HubSpot will cause records to be deleted in your synced spreadsheet
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In HubSpot, you have the ability to merge duplicate records.
From Whalesync's perspective, here's what happens when merging records:
HubSpot deletes both of the original records
HubSpot creates a new record with the properties of the two original records merged in
If you're syncing records to a spreadsheet like Airtable, Google Sheets, or Notion, the following will happen:
Whalesync will delete both of the original records
Whalesync will create a new record
If you're using the merge record feature of HubSpot, please take care if you have non-synced fields in your spreadsheet, since the original spreadsheet records will be deleted.