Managing company syncing and creation effectively in Surfe and HubSpot is essential to avoid duplicate records and maintain clean data. This article provides an overview of the settings and best practices to help you manage these processes efficiently.

Surfe allows users to sync and create company records directly from its platform. However, duplicate records can occur if settings in Surfe or HubSpot are not configured properly. Understanding and managing these settings can help reduce duplication and ensure accurate data synchronization.

If you want to prevent Surfe from syncing or creating company records, you can disable this feature in the Surfe Dashboard:

This will stop Surfe from creating or syncing company records, giving you more control over your data.

HubSpot has its own settings that can automatically create or associate company records. If these features are enabled, HubSpot may create additional company records independently of Surfe’s matching process. To manage this:

By configuring these settings, you can reduce the likelihood of duplicate company records.

To maintain clean and accurate company records, consider the following best practices:

By following these steps and best practices, you can effectively manage company syncing and creation in Surfe and HubSpot, minimizing duplicates and ensuring data accuracy.