How to troubleshoot HubSpot integration and sync issues?
Answer
Troubleshooting HubSpot integration and sync issues requires a systematic approach to identify and resolve common problems that prevent data from flowing correctly between HubSpot and connected platforms like Salesforce, Zoom, or other third-party tools. Most sync failures stem from configuration errors, permission mismatches, API limitations, or data inconsistencies between systems. The most critical first steps involve checking the Sync Health dashboard in HubSpot, verifying user permissions, and ensuring property mappings align between integrated platforms. For Salesforce integrations鈥攖he most frequently discussed scenario鈥攅rrors often relate to API call limits, duplicate records, picklist mismatches, or insufficient access rights for the integration user.
Key findings from the sources include:
- Sync Health tab is the primary tool for diagnosing errors, showing affected records and error types [2][3]
- API call limits can halt syncs entirely; monitor usage in HubSpot鈥檚 Connected Apps settings [2][8]
- Permission issues account for ~30% of sync failures, requiring admin-level access reviews in both HubSpot and the connected platform [2][9]
- Property mapping errors (e.g., mismatched picklist values or missing required fields) are among the top causes of failed syncs [3][6]
Core Troubleshooting Strategies for HubSpot Sync Issues
Diagnosing Sync Errors Using HubSpot鈥檚 Built-in Tools
HubSpot provides dedicated tools to identify and categorize sync errors, which should be the starting point for any troubleshooting process. The Sync Health tab (located under *Integrations > Connected Apps > [Integration Name]*) displays real-time error logs, affected records, and error types. This dashboard allows users to filter errors by category (e.g., duplicates, permissions, or custom code) and take bulk actions like resyncing up to 100 records at once [2][3].
To effectively use these tools:
- Check the error type classification: HubSpot categorizes errors into eight primary types, each requiring different resolutions:
- Associations: Records fail to sync due to missing links between objects (e.g., a contact not associated with a company) [2]
- Custom Code: Errors triggered by Salesforce validation rules or workflows (requires Salesforce admin collaboration) [2]
- Duplicates: Conflicts when identical records exist in both systems (use HubSpot鈥檚 deduplication tools) [3]
- Permissions: The integration user lacks "read/write" access in Salesforce or HubSpot (verify in *Setup > Users > Permission Sets*) [2]
- Picklists: Value discrepancies between HubSpot and Salesforce dropdown fields (e.g., "Customer" in HubSpot vs. "Client" in Salesforce) [3]
- Property Mappings: Fields are mapped incorrectly or lack matching data types (e.g., text vs. number) [6]
- Property Values: Invalid entries (e.g., emails without "@" symbols or dates in wrong formats) [2]
- Other: Unclassified errors requiring HubSpot Support intervention [3]
- Set up error notifications: Configure alerts in the Sync Health tab to receive emails when new errors occur, enabling proactive management [2].
- Use the "Resync" feature: For bulk errors, select up to 100 records and click Resync to retry synchronization. Note that this may fail again if the root cause (e.g., permission issue) persists [2].
For Zoom integrations, sync problems often trace back to permission gaps or unauthenticated users. If Zoom call recordings fail to sync, verify that:
- All users have both Zoom and HubSpot accounts linked with proper permissions [7].
- The integration is reauthorized in *HubSpot Settings > Integrations > Zoom* (expired tokens are a common issue) [7].
- Meeting attendees logged into Zoom with their registered accounts (anonymous attendees won鈥檛 sync) [7].
Resolving Common Integration-Specific Issues
Salesforce Integration Problems
Salesforce sync errors dominate HubSpot integration discussions, with API limits, lifecycle stage mismatches, and property conflicts as the top culprits. To resolve these:
- API Call Limits: - HubSpot鈥檚 Salesforce integration allows 50,000 API calls per day (shared across all connected apps). Exceeding this limit pauses syncs until the next day [2]. - Check usage in *HubSpot Settings > Integrations > Connected Apps > Salesforce > API Usage*. If near the limit: - Reduce sync frequency for non-critical objects (e.g., sync contacts hourly instead of real-time) [8]. - Prioritize high-value fields to minimize unnecessary API calls [4].
- Lifecycle Stage Sync Failures: - If lifecycle stages stop syncing after recreation (e.g., deleting and recreating a "Customer" stage), the issue stems from mismatched Internal IDs between HubSpot and Salesforce [6]. - Solution: Update the Salesforce API value to match HubSpot鈥檚 new Internal Value (found in *HubSpot Settings > Properties > [Lifecycle Stage Property]*). Alternatively, create a new Salesforce picklist value to remap [6].
- Property Mapping Errors: - Picklist mismatches: Ensure every HubSpot picklist value has a corresponding option in Salesforce. For example, if HubSpot has "Lead," "MQL," and "SQL," Salesforce must include identical labels [3]. - Required field gaps: Salesforce may require fields (e.g., "Company Name") that HubSpot marks as optional. Populate all Salesforce-mandated fields before syncing [1]. - Data type conflicts: A HubSpot text field cannot map to a Salesforce number field. Recreate properties with matching types in both systems [2].
- Duplicate Records: - HubSpot and Salesforce may create duplicates if: - The same email address exists in both systems but isn鈥檛 linked [3]. - A contact is manually created in Salesforce while HubSpot鈥檚 automation generates a duplicate [8]. - Resolution: - Use HubSpot鈥檚 Merge tool to combine duplicate contacts/companies [3]. - Enable Salesforce鈥檚 Duplicate Management rules to block duplicate creation [8].
Third-Party Integration Issues (e.g., Zoom, Referral Factory)
For non-Salesforce integrations, focus on:
- Authentication failures: Reauthorize the integration in HubSpot鈥檚 Connected Apps section. For Zoom, this involves reconnecting the OAuth token [7][9].
- Missing properties: If a HubSpot property doesn鈥檛 appear in the third-party tool:
- Disconnect and reconnect the integration to refresh field mappings [9].
- Ensure the property is marked as "visible" in HubSpot (*Settings > Properties > [Property Name] > Visibility*) [9].
- Permission conflicts: Grant the integration user full read/write access in both HubSpot and the third-party platform. For Referral Factory, this includes permissions for contacts, deals, and custom objects [9].
Advanced Troubleshooting Steps
If errors persist after basic fixes:
- Review integration logs: Tools like Planhat鈥檚 query tool or HubSpot鈥檚 API logs (under *Settings > Integrations > [Integration] > Logs*) reveal detailed sync attempts and failures [5].
- Test with a single record: Manually sync one record to isolate whether the issue is system-wide or record-specific [5].
- Contact HubSpot Support: For "Other" error types or unresolved issues, provide:
- Screenshots of the Sync Health tab.
- Steps taken to resolve the error.
- The HubSpot Account ID and Integration ID (found in the URL when viewing the integration) [3].
Sources & References
community.hubspot.com
knowledge.hubspot.com
solbusiness.com.au
support.planhat.com
community.hubspot.com
community.hubspot.com
atakinteractive.com
help.referral-factory.com
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