Description:

Currently, in some synchronization scenarios between HubSpot and Atom, contacts can show “0 deals” within the HubSpot panel in Atom, even if there are properly associated businesses in HubSpot.

After validation with the Product team, it was identified that automatic synchronization primarily prioritizes recent or post-synchronization deals, as part of a performance optimization in contacts with large volumes of associated business.

However, this can cause confusion for users, since HubSpot businesses do exist and are correctly linked to the contact, but they are not always visually reflected within Atom.

Suggested improvement:

Optimize the synchronization of historical deals associated with contacts.

Improve the visualization of old businesses within the HubSpot panel in Atom.

Evaluate progressive loading/lazy load mechanisms to avoid performance impact without hiding relevant information.

Consider a manual synchronization or refresh button to force the load of associated businesses.

Impact:

Users may interpret the scenario as a synchronization failure or loss of information, raising questions about the reliability of the HubSpot ↔ Atom integration.