Status: Idea Submitted
When I merge duplicates, I also want to merge/reject based on certain criteria, for example, if Phone and Email are the same, or if the Lifecycle stage and Date of Birth are the same.
At the moment we have only:
In this case, merging is a bit complicated and we need to go ahead manually one by one even having Operations Professional Tier.
Not sure I understand, how would you compare Lifecycle stage and Date of Birth, or do you mean you’d like to compare each of these values?
When using the “manage duplicate” tool, you can select properties to review.
This allows you to select any property you like, in order to compare records.
Frank
Agree with this. We have an external support ticketing system (Zendesk) which we have integrated with Hubspot, and it’s often creating new contacts. The contacts are either spam/advertising or a current customers’ alternate email that isn’t already in Hubspot against their contact record.
When I go to merge from the contact record screen, I’d like to be able to compare the 2 records, and have the option to select any contact property and then choose which of the merging contact’s property I would prefer to keep as the correct value. For example, the contacts that come in via Zendesk we automatically set to Other so that our sales team don’t have to filter through the spam/advertising junk. However, currently if there’s an instance of one of those zendesk contacts being one of our customers alternative emails (so I then need to merge it with the contact that’s already set to Customer), the lifecycle = Other would override the Customer lifecycle stage when I merge. There’s also a couple of other properties where the value doesn’t merge to the value I want and I’ve tried clearing the one I don’t want before merging but then when the 2 contacts merge the property ends up empty because that is the latest property update.
