topic Re: Merging Contacts with Same Phone Number in Tips, Tricks & Best Practices

Merging Contacts with Same Phone Number

MaxGPT — Fri, 13 Oct 2023 16:45:38 GMT

Hi all,

I am looking for a way to merge contacts with the same phone number and different emails. For context, we get many resubmissions where the person submits with the same phone number, but different email, creating two separate contacts which makes it much tougher on the salesforce side due to a duplication rule we have. I am looking for a way to merge the email to the existing contacts in Hubspot that come in with the same phone number so I don't have multiple leads that are the same person. If anyone knows of a workflow or workaround, let me know!

Re: Merging Contacts with Same Phone Number

karstenkoehler — Fri, 13 Oct 2023 16:49:38 GMT

Hi @MaxGPT,

This can be achieved either with custom code actions in workflows (if you have Operations Hub Professional and the help of a developer) or third party integrations like Insycle: https://www.insycle.com/hubspot/

Let me know if you have any follow up questions!

Re: Merging Contacts with Same Phone Number

MaxGPT — Fri, 13 Oct 2023 17:03:40 GMT

We do have the Operations Hub, but I do not know how to custom code and I couldn't find examples of someone doing this. Also, we have a pretty large database so Insycle would be pretty expensive and we do not need all the features it provides.

What actions would you use to make this work?

Re: Merging Contacts with Same Phone Number

karstenkoehler — Fri, 13 Oct 2023 17:39:00 GMT

Hi @MaxGPT,

There is a code snippet here which you (or a developer) can adjust: https://github.com/HubSpot/sample-workflow-custom-code/blob/main/samples/dedupe_contact.js

Documentation on custom code actions: https://developers.hubspot.com/docs/api/workflows/custom-code-actions

If you have Operations Hub, this is your best option 🙂 It doesn't get easier / cheaper than that.

Best regards!

Re: Merging Contacts with Same Phone Number

Jonas_De_Mets — Fri, 29 Dec 2023 19:56:23 GMT

Hi @MaxGPT,

Were you able to resolve the issue with the Operations Hub and custom code?
We released Koalify to make data deduplication in HubSpot easy.
I ran into the same issue a couple of times wrote a quick how to:
How to merge HubSpot contacts with same (mobile) phone number.

Hope it helps!

Best regards,

Jonas