I am looking for a developer proficient in HubSpot to address the issue of merging contacts with identical phone numbers. The frequent occurrence of resubmissions with the same phone number has led to the creation of separate contacts.
I am in search of a solution to merge existing contacts in HubSpot with the same phone number, preventing the accumulation of duplicate leads. Despite having the Operations Hub, my lack of coding expertise and the absence of relevant examples make it challenging, especially given our sizable database.
If someone could provide a quote for developing a solution to merge contacts with the same phone number in HubSpot, including an estimate of the time required and any additional information may need from us, it would be greatly appreciated.
Hello! Based on your requirements, I can provide you with a rough solution and a quote. Since I am unable to send emails directly, you can contact me via michael.li@hubspotkit.com to get more detailed information and a formal quote.
The solution outline is as follows:
Developing an Automation Program: This program can be a web or desktop application, set to run periodically, automatically merging contacts in HubSpot with the same phone number according to predefined rules.
Custom Rule Setting: You can set rules to decide how to merge contact information (such as priority, field merging, etc.).
Manual Review Interface: Provide a separate interface for those duplicate contacts that cannot be processed by automated rules, for manual batch processing.