Merging Contacts with Same Phone Number

Marketing & Content Hub Tips, Tricks & Best Practices
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1

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!

2

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: HubSpot Data Standardization & Cleansing | Insycle

Let me know if you have any follow up questions!

3

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?

4

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: Workflows | Custom Code Actions - HubSpot docs

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

Best regards!

5

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