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Optimizing Apollo and HubSpot Integration

Preventing Number Overwrites to Safeguard Contact Information

Overview of the Issue: When mobile numbers are transferred from Apollo to HubSpot, there is a risk of overwriting existing phone numbers in other fields. This can lead to the loss of important contact information, which is critical for effective communication and customer management.

Steps to Resolve the Issue:

  1. Verify Field Mapping:

    • Start by confirming that the field mapping between Apollo and HubSpot is set up correctly. Ensure that the mobile number field in Apollo aligns with the appropriate field in HubSpot. Correct mapping is essential to prevent unintended overwrites.

  2. Review the Data Sync Mechanism:

    • Investigate how data is synchronized between Apollo and HubSpot. Understanding the sync mechanism will help you determine if it’s updating fields properly or if adjustments are necessary to protect important data.

  3. Conduct a Test Sync:

    • Perform a test by pushing a single contact with a mobile number from Apollo to HubSpot. Pay close attention to whether other phone number fields are being inadvertently overwritten. This test can help isolate the problem and determine if the issue lies with the data sync process.

  4. Utilize Integration Logs:

    • Check the integration logs on both platforms for any errors or warnings related to the synchronization process. These logs can provide valuable insights into what may be failing during the sync, helping to identify the root cause of overwriting issues.

  5. Reach Out for Support if Necessary:

    • If the problem continues after following the above steps, consider contacting the support teams for Apollo or HubSpot. Be prepared to share detailed findings from your testing, as this information can aid support in diagnosing and resolving your issue effectively.

Conclusion: By ensuring that field mapping is correct and carefully monitoring the data sync process, users can greatly reduce the risk of overwriting critical contact information during the Apollo and HubSpot integration. Regular testing and log reviews will further enhance the reliability of your data handling.