Contact Name Mismatches: What Went Wrong and How to Fix It

A recent bug caused some WhatsApp conversations to be synced to the wrong HubSpot contacts. Here’s what happened, how to check if you’re affected, and how to fix it using our new Clean Ups dashboard.

🔍 What Went Wrong?

WhatsApp changed their frontend, which broke how UNOsync extracted contact information. As a result, some conversations were incorrectly matched to the wrong HubSpot contacts.

If you synced messages during this period, the activity may have ended up on the wrong person’s record in HubSpot.

🔄 How to Fix: Unlinking and Relinking

If a WhatsApp contact is linked to the wrong HubSpot contact, you need to unlink it and sync again to the correct contact.

Step 1: Unlink the Contact

1. Open the conversation in WhatsApp Web
2. Click on the contact name at the top (where you see the HubSpot contact name)
3. Click the “Unlink” button
4. Confirm the unlink action

Step 2: Sync to the Correct Contact

After unlinking, sync the conversation again:

1. Click the UNOsync sync button
2. The contact selection will appear
3. Carefully select the correct HubSpot contact
4. Complete the sync

The conversation will now be linked to the correct contact going forward.

Pro Tips for Accurate Linking

• ✅ Verify the phone number before confirming
• ✅ Check the email if available
• ✅ Look at recent activities on the HubSpot contact to confirm it’s the right person
• ✅ Create a new contact in HubSpot if the person doesn’t exist yet
• ❌ Don’t rush through the contact selection

🎯 Finding Affected Records: The Clean Ups Dashboard

If you have many conversations synced, you might not know which ones are affected. We’ve built a new Clean Ups feature in the UNOsync dashboard to help you identify mismatched activities at scale.

What It Shows

The Clean Ups page displays activities where the HubSpot contact name does NOT appear in the WhatsApp message senders. This is a strong indicator that something might be wrong.

Accessing Clean Ups

1. Go to app.unosync.co
2. Log in with your HubSpot account
3. Click “Clean Ups” in the sidebar

Available Actions

For each mismatched activity, you can:

Action	What It Does
👤 View Contact	Opens the HubSpot contact record
📄 View Activity	Opens the specific activity on HubSpot
💬 Open WhatsApp	Opens WhatsApp Web to the phone number
🗑️ Delete	Removes the activity from HubSpot and UNOsync

Workflow

1. Review each activity using the action buttons
2. Delete activities that are on the wrong contact
3. Re-sync the conversation to the correct contact (using the unlink/relink process above)

📊 Preventing Future Mismatches

Best Practices

1. Always verify before syncing: Take a moment to confirm you’re selecting the right contact
2. Keep HubSpot contacts clean: Merge duplicates and maintain accurate phone numbers
3. Use consistent naming: Where possible, align WhatsApp contact names with HubSpot records
4. Regular audits: Check the Clean Ups dashboard periodically

HubSpot Hygiene Tips

• Remove or merge duplicate contacts
• Ensure phone numbers are properly formatted
• Add secondary phone numbers to contacts who use multiple numbers
• Keep contact names up to date

📞 Need Help?

If you’re dealing with a large number of mismatched activities or need assistance cleaning up your data:

• Contact support: Click the “Contact Us” button in the dashboard
• Email us: support@unosync.co

We’re here to help ensure your HubSpot data stays clean and your WhatsApp conversations are properly tracked.

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Remember: Clean CRM data leads to better insights, more accurate reporting, and a clearer picture of your customer relationships. Taking the time to fix mismatches now will pay off in the long run.