Our companies are dublicated, we need the system to not add more of one company and also identify that there are more than 1 of a company so we can merge them.
Hi @AvonAlmassy,
HubSpot has an overview of automatic deduplication features and manual deduplication options (Professional and Enterprise only) here: Deduplicate records in HubSpot
If upgrading to Professional is not an option, Insycle is usually more affordable and integrates very well with HubSpot: HubSpot Data Standardization & Cleansing | Insycle
Best regards!
Hi @AvonAlmassy
If you’re importing data into HubSpot, use the import functionality with options to avoid creating duplicates. You can update existing records based on unique identifiers like company domain or HubSpot ID.
OR
Set up automation rules that trigger alerts or notifications when potential duplicate companies are identified. This can prompt your team to review and merge duplicate entries promptly.
Let me know if you have any follow-up questions. I’d be happy to help.
If my post was helpful in addressing your query, Support the community by indicating it as the solution.
Best regards,
Jigar Thakker
jigar@insidea.com
Thank you for answering sir, I appreciate you.
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Hi @AvonAlmassy,
Thank you for recommending Insycle @karstenkoehler. I work for Insycle as a product marketer and wanted to share a little more information about company deduplciation.
With Insycle, you can deduplicate companies flexibly, using any field in your database as a matching field. You can even do more advanced things like ignoring numbers, punctuations, symbols, whitespace, etc. Then, you can define how to retain data post-merge on a field by field basis, you can always ensure you keep the most important data during a merge. Here’s an article we wrote about some of the advanced ways Insycle can dedupe.