How to Check for Duplicate Records in HubSpot (Portal A to Portal B) In this video, I’ll show you how to filter and search for existing records in your destination portal (Portal B) to avoid duplicates when syncing data between HubSpot portals. What You’ll Learn:

✅ How to check if a record already exists in Portal B before creating a new one.

✅ How to use HubSpot’s search API to filter records based on custom IDs.

✅ How to avoid duplicates by leveraging integration IDs and custom object properties. Key Steps:

Set Up Custom Fields: ✅ Create a custom field (e.g., integration_id) in Portal B to store the unique ID from Portal A.

✅ Use a single-line text field or number field for this purpose. Build the Search Function:

✅ Use HubSpot’s search API to check if a record with the same integration_id already exists in Portal B. ✅ Filter records using the EQ (equal) operator and limit results to 1 for efficiency. Handle Duplicates: ✅ If the record exists, skip creation and return a message (e.g., “Record already exists”).

✅ If the record doesn’t exist, create a new record in Portal B. Test and Debug: ✅ Use console.log to debug and verify the search results. ✅ Test the workflow with sample data to ensure it works as expected. Why This Matters: ✅ Prevents duplicate records in your destination portal

. ✅ Ensures data integrity when syncing between portals. ✅ Improves workflow efficiency by automating record checks. Resources Mentioned in the Video: HubSpot API Documentation https://developers.hubspot.com/docs/g…

Timestamps: 00:00 – Introduction: Why check for duplicates? 00:21 – Setting up custom fields in Portal B 01:00 – Building the search function with HubSpot’s API 03:12 – Handling duplicates and creating new records 05:18 – Testing and debugging the workflow 09:26 – Final demo and results

Pro Tip: Always use console.log to debug your code and verify API responses. This helps you understand what’s happening at each step and ensures your workflow runs smoothly. If you found this video helpful, don’t forget to like, subscribe, and hit the notification bell for more HubSpot tips and tutorials! 💡 Learn More: For an in-depth look at setting up custom-coded actions and integrating HubSpot with other platforms, dive into our detailed guides available through the HubSpot documentation. 📺 Appreciate this tutorial? Don’t forget to like, share, and subscribe for more expert insights on mastering HubSpot API integrations and beyond.