Feature

Record matching

Matthew Busel
November 4, 2024

One of our biggest updates yet: Whalesync now supports record matching. You can now merge existing records across platforms as part of your initial sync. For example, if you already have data in HubSpot and Airtable, Whalesync can match up those records, making it easy to integrate without duplicate entries.

Initial sync's Match records step, matching Salesforce and Airtable accounts on account name and leaving contacts unmatched

For more details, see our docs.

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