Question: Scenario: On a discovery call with The Legend of Sleepy Challah, the bakery says that they need to make sure contact records in HubSpot match the contact records in Salesforce. Which direction does data need to sync to make this update possible?
- One directional
- Bidirectional
- Cross-directional
- Dynamically
Explanation
This requires two-way sync so contact changes can pass between HubSpot and Salesforce and stay aligned in both systems. HubSpot’s Salesforce documentation states that leads and contacts sync two-way between the two platforms. HubSpot also defines the Two-way sync rule as using the most recent value and applying deletions in either system to the other system. That makes it the correct setup when the goal is to keep matching contact records consistent across both systems. HubSpot Knowledge Base+1
Why the other options are incorrect
One directional only updates one system from the other, so the records would not stay matched in both places. HubSpot Knowledge Base+1
Cross-directional is not HubSpot’s sync terminology for Salesforce field mapping or data sync. HubSpot Knowledge Base+1
Dynamically describes behavior in general terms, not an official sync direction setting in HubSpot. HubSpot Knowledge Base+1
Source for verification
https://knowledge.hubspot.com/salesforce/manage-your-salesforce-integration-settings
https://knowledge.hubspot.com/salesforce/map-hubspot-properties-to-salesforce-fields
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