Integration FailSafe Ideas
Hi Everyone, I'm currently using an integration tool (Tray.io) to connect HubSpot with QB. Long story short this integration is working to create/update/delete a matching record in QB whenever som...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendTe only way to currently detect duplicates is to make a table of unique Hubspot Deal IDs.
Then you can make a relationship and make a summary field for the # of children to flag where there is more than one child record..
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Then you can make a relationship and make a summary field for the # of children to flag where there is more than one child record..
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- MarkShnier__You... so you need to have an Automation to to create these Unique Hubspot Deal Ids when a record is created and there Parent record does not yet exists.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Thanks, Mark! So it sounds like we'd still have to manually delete those duplicates, yeah?
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Chris
------------------------------- MarkShnier__YouWell once you have that set up, I'm sure that they could be deleted automatically at least each night.
These records have a parent and therefore they know they are part of a group where there is more than one sibling. There can be a relationship to look up which record is the minimum record ID for that parent. Presumably which ever one got their first gets to stay. So you could have an automation delete records where these children records have at least one sibling but they are on record ID is not the one with the minimum record ID.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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