❌

Normal view

Received — 10 September 2026 ⏭ CRM - Customer Relationship Managment

Many to One Records

I have a unique instance we're struggling to work through and was hoping someone might have ideas.

We use Salesforce for sales and our record of truth, and we us HubSpot for marketing. We are moving sales into HubSpot just for sequences (moving them from Outreach), SF will remain their primary CRM.

Here's the weird and annoying part. Our Salesforce doesn't use email as a unique identifier, it uses a combination of email + lead source + line of business. So John could easily have multiple records that would look like:

- John / Webinar / Product A (Lead Status: Open)

- John / Webinar / Product B (Lead Status: Unqualified)

- John / Tradeshow / Product A (Lead Status: Open)

- John / List / Product B (Lead Status: Contacted)

- etc.

Currently all info is aggregated on 1 HS record, so HS shows 1 John with Webinar, Tradeshow, and List as lead sources and Product A, Product B for LOB, and Lead Status doesn't really matter to marketing.

With all this in mind.... How do we get sequence activity to log to the correct SF record? How can we say enroll John in Sequence 1, and then that activity should go to John / Webinar / Product A (Lead Status: Open) and not a different one? Using the most recent lead isn't reliable enough and we're at a loss for what other logic could be used.

Any help or ideas would be much appreciated!

submitted by /u/Recent-Captain-5633
[link] [comments]
❌