System Overview

Mixbound Microservice: HubSpot-Salesforce Sync Guard

Purpose

A governance-safe microservice that reduces HubSpot↔Salesforce sync failures by validating, normalizing, and routing field values according to Salesforce constraints and an explicit data contract. HubSpot Companies sync to Salesforce Accounts. HubSpot Deals sync to Salesforce Opportunities.

Target Audience

RevOps / SalesOps teams operating multi-region processes where data quality differences and value-set drift cause Salesforce sync disruption.

Approach: Sync Guard is protective and compliant. It never bypasses Salesforce required fields. Instead, it populates from approved sources, applies admin-approved defaults, or blocks updates and creates remediation tasks with owner notifications.

Core Capabilities

Picklist Validation

Validates HubSpot values against Salesforce allowed values (global value sets and field-level picklists)

Country/State Normalization

Maps common synonyms to canonical values using configurable mapping tables

Stage Alignment

Maps HubSpot dealstage to Salesforce StageName with IsClosed + IsWon flag enforcement

Required Field Enforcement

Ensures Salesforce required fields are populated from approved sources or admin-approved defaults

Block & Remediate

Blocks or queues invalid updates, creates remediation tasks, and notifies owners/admins

Diagnostics & Audit

Structured logs with reason codes, metrics counters, and full audit trails per update

Decision Outcomes

Allow (Pass-through)

All fields valid. Update proceeds to Salesforce unmodified.

Transform then Update

Values normalized/mapped. Transformed update proceeds.

Block + Remediate

Update blocked. Remediation task created. Owner notified.

REST API Surface

POST /sync-guard/validate Validate without applying
POST /sync-guard/apply Validate + apply to Salesforce
GET /sync-guard/schema-cache View cached SF schema
GET /ops/{operation_id} Audit record lookup
GET /health Health check

Technology Stack

Node.js 18+ HubSpot API v3 Salesforce REST API Salesforce Metadata/Describe Webhook-Driven