Review, adjust, or remove the match of a specific record directly from the record in HubSpot using the card. This action is also available from the AgileConnect dashboard.
Review the current company or contact match.
Adjust the match to a different Agile institution or contact.
Unmatch the record if necessary.
Note: When you use the Get Match tool to add or adjust an Inst_UID, the match you select will not be updated in subsequent matches. When you use the Get Match tool to unmatch a record, it will never be rematched.Â
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