Setup - Turn off Auto Create Companies in HubSpot Settings When Using Company Mapping

IMPORTANT NOTE: This suggestion is for customers that are not using the HubSpot CRM as their main platform for their day to day sales operations. If your sales team will be living in your operational CRM (i.e. Dynamics, Sugar, ConnectWise, Netsuite, Zoho, etc.), we recommended turning off this feature in HubSpot. 

When you have a Company Mapping setup in Bedrock Data and you are integrating HubSpot, you will want to turn off their automatic setting for the creation of companies based on a contacts email address. 

To turn this off, go to Contacts > Contact Settings and click on Company Properties in the left hand column. 

At the top of the screen turn off the setting that automatically associates contacts with their company based on the contacts email. 

The reason for this suggestion is in the difference between how HubSpot sets relationships between contacts and companies and how Bedrock and your operational CRM set this relationship. With HubSpot, they have their own system in place that will auto-create companies and set relationships based on the domain extension of a contact's email address (i.e. @bedrockdata.com). While this feature on its own is a nice feature for those using the HubSpot CRM as their main CRM, it can lead to issues such as duplicate companies when you have an integration in place such as Bedrock Data. 

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