These are some error messages you can encounter while using the Koalify CRM cards to merge in HubSpot.
To help you better understand and address the error message of the Koalify CRM cards, we’ve outlined the most common problems below, along with their meanings and required actions.
1. The records was already merged
This record was already merged. Please refresh the page first to see the updated object and try again.
The record you’re trying to merge has already been merged through another CRM card or workflow action. To see the latest information, refresh the page to check if the duplicate has been merged already.
2. Association configuration limits are exceeded
Association configuration limits are exceeded in portal 123456789 when merging 123456789 into 123456788 of object type 0-2"
The record you're trying to merge would exceed your portal's association limits. Please update the associations first, then try merging again.
3. Salesforce integration enabled
Can not merge companies due to the Salesforce integration
When the Salesforce integration is enabled, merging companies in HubSpot is not supported, even via the API. However, you can still merge duplicate contacts while the integration is active.
To help you manage duplicate contacts from the Salesforce integration effectively, we've put together some best practices and recommendations in this guide.
Below, you'll find HubSpot’s advice on handling duplicate company records:
- If you've enabled the HubSpot Salesforce integration, you will not be able to merge companies. To clean up duplicate records in HubSpot while the integration is installed, you can delete the extra duplicate companies in HubSpot using the duplicates management tool. Ensure that you keep the company in HubSpot that syncs to the primary account in Salesforce. If you have duplicate companies syncing from Salesforce, you can either merge the accounts or delete the extra duplicate accounts in Salesforce. If your account has turned on the HubSpot setting to automatically create and associate companies with contacts, it is also recommended to turn off this setting to avoid future duplicates.
4. Loop detected
Loop detected while merging records
The records have associations that would result in a loop when merging, which HubSpot doesn't allow. Check your associations, remove the ones that result in a loop and try again.