👋 Hey I'm Teresa López, the new Marketing Ops lead on the RevOps side at Hearth. Nice to e-meet you all!
I'm running an audit on our Clay workspace and wanted to flag something for your input:
We currently have 3 HubSpot connections and 3 Salesforce connections authorized in Clay.
Is it true that having multiple connections to the same system creates real risk — writes (enrichments, pushes, updates) could hit the wrong account or land in a sandbox instead of production, and it makes it hard to govern which credentials/permissions are actually in use?
Could you help me with the following:
- 1.
What can I do to confirm which HubSpot connection and which Salesforce connection are the canonical / production ones we should standardize on.
- 2.
If its required to remove 2 out of 3 connections, how can I do that safely?
Goal is just one source of truth per system as a best practice (if needed). Appreciate the help 🙏
