A Contact might download two pieces of contact, and workflow will add them as a Lead twice. Merging these two into one lead would be great. As for now, we simply delete one.
Yes, this would be huge! Leads definitely need the standard dedupe feature that contacts have because there are a lot of reasons why duplicate leads might be created, especially if you have multiple paths that they can come down.
Also wanted to mention that Insycle can dedupe leads. Full disclosure: I work for them. But Insycle integrates with HubSpot leads, and can deduplicate them in bulk, using rules. You can use any field in your database as a matching field, and have complete control over how data is retained during the merge, down to the field level (pulling different data from different records based on rules).
I second that
much needed
Por favor, esto es muy necesario. Se está desvituando los informes de ventas y generando mucha confusión el hecho de que no se puedan combinar leads.
Muy necesario! Urge que se puedan combinar los Leads.
Es importante porque se pueden crear en ocasiones leads por diferentes fuentes que terminan inflando las métricas al no poder combinarse. Por políticas internas (trazabilidad) no permitimos eliminar manulamente registros del CRM. Muchas gracias.
Hi HS team,
Merging leads is urgently needed.
We have automation in place that creates leads for SDRs to take and work them.
It often happens to have multiple leads per company, which we then want to merge the moment the SDR qualifies those being akk related ti the same conversation.
Merging them allows to reduce the many-to-one relationship to the closest possible ratio to 1-1: 1 lead → 1 deal.
Thanks
Implemented Leads to our process this week. Similar to EBruschini’s use case. Automations create Leads that our SDRs work through to qualify leads. Just had a scenario pop up where a Lead record was created via workflow even though an existing Lead for that contact was available. SDR qualified the new duplicate lead but activity history is associated with the original. Merging would be beneficial to preserve that outreach activity from the first created lead.
We have the same scenario as @EBruschini1 and @PHA_iPadag, this would be a really useful feature.
Much needed!!
Hi HS team,
I also agree that merging leads is urgently needed. This is a big challenge for us currently, and it should have the same functionality as the deals.
Thanks
I also encountered a need of this just this week.
We also have a workflow set up to create lead objects for companies fed through from another system. We have several flows creating new lead objects for triggers (eg. visited website vs booked a meeting) so the same company can appear twice. I’ve had to add branching logic to avoid created a repeat object when one already exists but it doesn’t eliminate the issue completely.
It also doesn’t solve for when many sales rep are working the same market and adding leads manually and forgetting to check if one exists for the same object.
It’d save time to be able to merge the “newest” with the most advanced one, and have the contacts move over to the chosen lead object to reduce impact of “doing it wrong” in setup or manually.