Problem Description
My User is associated to their parent Company in HubSpot, but this association is not syncing to the corresponding Account in Vitally. Why is this happening? 🤔
This guide assumes that you're syncing the HubSpot Company object as the Vitally Account. If you're unsure which HubSpot object is being used, you can verify it in Vitally by:
Navigating to Settings > Integrations > HubSpot.
In the Accounts tab, check the setting under
Select the HubSpot object that corresponds to a Vitally Account. If this is set toCompany, this guide applies to your issue.
Potential Reasons for the Issue:
Primary Company Limitation: Vitally can only sync one Account association per User from HubSpot. If a User is associated with multiple Companies in HubSpot, only the
Primary Companywill be synced to Vitally.
Step-by-Step Solution
Follow these steps to resolve the issue:
Open the User’s Profile in HubSpot.
Review the User's Company Associations: The right-hand side of the profile usually has a collapsible section called
Companies.Check for the 'Primary' Badge: Ensure the User's Company in HubSpot has a
Primarybadge. This indicates the User's main Company.Set the Primary Company if Missing: If the
Primarybadge is not applied, click the 'More' drop-down next to the Company name and selectSet as primary.Sync the User in Vitally: Once the
Primarybadge is set, the User's association will sync to Vitally within one hour.
FAQs
Q: What if I’m not using the Company object to sync Vitally Accounts?
A: If you're using a different object in HubSpot to sync with Vitally Accounts, it may be possible to sync associations that are not marked as the Primary Company. Please contact our Support team and we can help troubleshoot the issue together.
Q: I set the Company association as Primary in HubSpot, but it hasn’t synced to Vitally yet. What else can I try?
A: Try making a small change to the User’s profile in HubSpot. For example, temporarily modify or set a User's property values in HubSpot that syncs to Vitally. This will trigger the User to sync, which should bring the Account association into Vitally.