How linked records work

When a record in Channeltivity is synced with HubSpot, a link is created between the record in Channeltivity and the one in HubSpot. For example, if you have the HubSpot Partner Sync Integration activated, creating a new Partner Organization (or User) in Channeltivity will create a linked partner Company (or Contact) record in HubSpot and vice versa, and keep those records synchronized. 

 

To prevent data conflicts, we make sure that:

  •  Each record in Channeltivity can only be linked to a single record in HubSpot.
  •  Each HubSpot record is not linked to more than one record in Channeltivity.

 

Why would I want to change a linked record?

There are a number of scenarios where you might want to change the linked HubSpot record of a Channeltivity Partner record or Contact, including:

 

  • The linked HubSpot record gets deleted or merged and was not set as the Master record during the merge. This will set the Channeltivity record's sync status to "Disconnected." 
  • The Channeltivity record is linked to a record that is a duplicate in HubSpot that you wish to delete. 

 

How do I remove the HubSpot link of a Partner record in Channeltivity?

  1. Go to the record in Channeltivity and click the HubSpot button in the top right corner of the page > Unlink. 

  2. You'll then confirm that you want to unlink the record by clicking the "I'm sure I want to unlink this Partner" checkbox > Unlink.  

How do I link a Partner Record to a Company in HubSpot? 

Once the record is unlinked, you can then sync the record to HubSpot again to create a new Company or link it to an existing HubSpot Company. 

  1. If you choose to link the record to an existing HubSpot Company, paste the HubSpot URL of the Company into Channeltivity and choose which system's fields will be used if the records have conflicting data. 
  2. You can also move the Users/Contacts associated with the Partner in Channeltivity to that HubSpot Company by checking the checkbox. 

  3. You'll then confirm the HubSpot Company and Channeltivity Partner Details by checking the "This is correct. I wish to link these records" checkbox > Link. 

How do I remove the HubSpot link of a User/Contact record in Channeltivity?

Only User/Contact records with a "Disconnected" Sync Status can be unlinked. This allows you to remove the link between the record in Channeltivity and the deleted record in HubSpot. You can then sync the record again to create a new Contact in HubSpot.  

 

  1. To remove the HubSpot link of a User/Contact record in Channeltivity, click the HubSpot button on the record in Channeltivity > Unlink. 

  2. You'll then confirm that you want to unlink the record by clicking the "I'm sure I want to unlink this Contact" checkbox > Unlink.  

Do not unlink a Disconnected User/Contact record, if you need to link it to an existing HubSpot Contact. You can fix mislinked records using the "Relink" option to link the record to a different HubSpot record.  Learn more about relinking in the next section. 


How do I link a User/Contact Record to a Contact in HubSpot?

Relinking allows you to link a User/Contact record to a different Contact record in HubSpot. 

 

  1. To relink a User/Contact to a different Contact record in HubSpot, go to the record in Channeltivity and click the HubSpot button in the top right corner of the page > Relink. 


  1. Paste the HubSpot URL of the Contact into Channeltivity and choose which system's fields will be used if the records have conflicting data. 


  1. You'll then confirm the HubSpot Contact and Channeltivity User/Contact details by checking the "This is correct. I wish to link these records" checkbox > Link. 

 

FAQs:

 

How do I fix duplicate Contacts in HubSpot that are mislinked to records in Channeltivity?

You'll need to first delete or merge the duplicate Contacts in HubSpot. After the next sync, the corresponding Users and Contacts in Channeltivity will show up as disconnected. You can then use the "Relink" command under the HubSpot button in Channeltivity to link them to the correct HubSpot Contact.


Can records be linked to more than one record in HubSpot?

No, this is not possible.  Each record in Channeltivity can only be linked to a single record in HubSpot and vice versa.