topic Check if contact is duplicated - Automated through workflows in Data Hub

Check if contact is duplicated - Automated through workflows

ChrisChiha — Mon, 19 Sep 2022 13:23:31 GMT

Hello,

Is there any automated way to check if a new contact is duplicated?

Scenario: When a contact is created, check if phone number exists in CRM, so we can flag it and know that this contact is duplicated

Thanks!

@ChrisChiha

Re: Check if contact is duplicated - Automated through workflows

karstenkoehler — Mon, 19 Sep 2022 13:25:23 GMT

Hi @ChrisChiha,

Have you considered using unique values for this? https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Custom-unique-property/m-p/683122

Best regards!

Re: Check if contact is duplicated - Automated through workflows

ChrisChiha — Mon, 19 Sep 2022 13:30:03 GMT

Hello @karstenkoehler ,

Thanks for the fast reply!

Unfortunately unique values can't be used on contact object. Am i missing something here?

Re: Check if contact is duplicated - Automated through workflows

karstenkoehler — Mon, 19 Sep 2022 13:33:58 GMT

Hi @ChrisChiha,

You're right, I hadn't thought about that.

I don't think there are any out-of-the-box features which would allow you to send a notification. One option would be using custom code actions, leveraging such an action to look up whether a value was already used before on another record.

This would require a developer and an Operations Hub Professional subscription.

Best regards!

Re: Check if contact is duplicated - Automated through workflows

jolle — Tue, 20 Sep 2022 00:13:45 GMT

@ChrisChiha you're probably aware of this already, but HubSpot does have a built-in deduplication tool (more info in this Knowledge Base article). You get to select the properties that you want HubSpot to compare, including phone number, so you can prevent duplicate contacts beyond email address.

The downside is that HubSpot scans your database once every 2-3 weeks, so this wouldnt happen instantly as soon as a new contact is created.

Just wanted to share this in case it's helpful!!