Dear clients! You know that HubSpot is a great CRM – this is why you are using it. But even the best program can be even better.
There are features in other CRMs, that I would like to see in HubSpot. For example, both Salesforce CRM and Zoho CRM have a nice ” upsert ” feature: when you upload a deal, for example, Salesforce will update an existing deal if you provide a Deal ID or create a new one otherwise.
To be honest, Hubspot has some limited upsert functionality, but not for each object. So we have decided, that our clients would like to have this feature for HubSpot, and we have implemented it in the G-Integrator for HubSpot add-on.
It works simple: when you create an upload template, you can select between “Create”, “Update” or “Upsert” operations:
If you select “Upsert”, you will have to map the ID field, just like for the “Update”. But, opposite to “Update”, you will not get an error if the ID value is empty – a new record will be created instead. Please see the screenshot below:
We hope that you will find this small improvement useful. Please send us any requests or ideas on how to improve the application: if it’s useful for our clients and possible to implement, we will add it.