Deduplicating companies

Smart CRM & Sales Hub CRM
1

Hi,

We have 4,000+ duplicated companies - some were created by our MS Dynamics integration, some by Seamles.ai integration, others by the “Create and associate companies with contacts” setting in HubSpot.

The deals are attached to the Company name set in MS Dynamics.

What is a good strategy to review and merge the companies?

2

Hi @dalvo,

With a Professional subscription, you can review duplicates one by one: Deduplicate records in HubSpot

For a bulk deduplication solution, I’d recommend looking at Insycle which integrates with HubSpot: HubSpot Data Standardization & Cleansing | Insycle

With both approaches, the merged record will retain all associations.

Hope this helps!

3

Hi @dalvo,

Thank for for mentioning Insycle, @karstenkoehler. I work for Insycle, so I wanted to share a little more about our bulk deduplication features.

Here is a quick breakdown of our Merge Duplicates tool:

  • Use any field in your database as a potential duplicates matching field, with ways to slice and dice the data within the field.
  • Set rules for determining the master record that duplicates will all merge into, such as the earlier created create, highest deal amount, or most recently updated.
  • Further, you can set rules for retaining data down to the individual field level.
  • Fully automate your deduplciation templates. You can run them on a set schedule, or even inject them into Workflows.
  • Always have the ability to preview before pushing the merge live.

Hope that helps!