Integration FailSafe Ideas

Question

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 something major changes on the HubSpot record (deal). Because of HubSpot limitations, I am forced to trigger the webhook off of a few different events (in HubSpot). Once in a while these two events trigger so close to one another that the creation or updating of a file in QB hasn't completed by the time the secondary webhook triggers. Issue: This ends up creating 2 records when there only should be one.

Looking for ideas on how to mitigate this or at least quarantine these duplicate records. My first thought is to figure out how to set up an automation in QB that when 2 records has the same value for field X (HubSpot Deal ID) then check a checkbox field for 'Manual Review' and filter any of those into another report.

Has anyone had an similar experiences or dealt with cleaning out duplicate records?

Thank You!
Chris

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Chris
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MarkShnierYou · Answer

Te 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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