I have a spreadsheet of 1000 companies with domains names, and I want to determine which are already in my CRM vs. new (so we can go find leads).
What is the most efficient path to check which companies are not currently in our CRM? I know I can upload the list and see which entries were “created today” (or have associated contacts, which would work in my case). However, I’m afraid that will cause duplication issues.
Thanks in advance!
Companies will dedupe based on website URL and company name, so there are two chances to match an imported company with an existing one, but differences in this fields will cause duplicates.
The other approach is to first export your HubSpot companies and compare the two lists in a spreadsheet using a lookup function. However, you are probably still limited to identifying exact matches only, unless you know how to do a more powerful or fuzzy lookup.
Hope this helps.