To add onto this, it would be cool if we could import a deduplication list, where one column is the primary email/contact ID and the second is the email/contact ID we wish to merge.
This would be super helpful for the specific import error “‘######’ is not a valid CONTACT ID (details: A contact with the email ‘example@example.com’ already exists.)” that essentially tells you you have duplicates. Instead of sifting through hundreds of duplicates, I could just import the deduplication list and then re-import my original list.
Just to expand on my earlier ‘contribution’. This is wasting a lot of time for me and my team. Aka costing us money.
Another issue is that if I deduplicate companies (accounts) on salesforce, nothing happens in hubspot. So, I need to go into Hubspot too and do the same deduplication.
It’s not really an integration if this happens.. well, maybe a half baked ‘sync’ at best.
@Michael_1 and @Melly2022Can we talk? I’d like to get you in touch with my support team to get the nitty gritty details. We’re working on a perfect Salesforce <> HubSpot deduplication sync and need feedback from people like you who are really feeling the pain of this problem.
Yea this would be an incredible feature. The biggest challenge is finding the duplicates! If there’s some sort of special merge section where we can identify companies or contacts that share certain properties, i.e. phone number, location, and part of name. And then we get a list of all “suggested” duplicates and then approve those and merge in bulk. That would be amazing. Sometimes the company names are similar but they are different and other properties give clues. But merging 100s of duplicates out of 1000s of companies is a really time-consuming task!
Hey @Michael_1, I believe I can help you out with this.
So, when you deduplicate accounts in Salesforce, the master is kept in sync with HubSpot, but the duplicate company in HubSpot remains. This is because the duplicate HubSpot company is trying to sync with the corresponding Salesforce account but cannot find the Salesforce Account ID anymore because it was merged with another record in Salesforce. So this is the reason why you have to handle the deduplication twice on both platforms, because the sync is effectively broken for those records when you conduct the merge in Salesforce.
Additionally, you cannot merge duplicate HubSpot companies when the Salesforce integration is active. To merge duplicate companies in HubSpot, you need to uninstall the integration, deduplicate your company records, then reinstall the integration. This is a huge pain — probably not worth it 95% of the time and there is no easy workaround.
However, using Insycle, you can deduplicate companies/accounts across both platforms, in bulk, using any data field to identify the duplicates, while keeping your sync in place. I won’t go into the specifics of how it works too much, but essentially this is done by creating a custom field, “Deduplication Master Record,” on both platforms. Insycle automatically populates the correct master record with “Yes,” and then allows you to merge duplicate HubSpot companies into that record, while keeping the Salesforce sync active.
Full disclosure — I work for Insycle. But it sounds like this is costing you guys time and money so it might be something you are interested in.
If you’d like to learn more about how it works, we recently put together a big guide on the subject of merging HubSpot/Salesforce duplicates and keeping the sync in tact (works for contacts/leads/accounts/companies), here: How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing
I’m going to move this to “In Planning” our team is looking into the best way to deliver on quicker merging. I will update the issue when we know more.
@ianleaman No that it is in planning, something else to consider is merging contacts with a common property that is not the domain.
We have “Company ID’s” for users. But what happens is that when the user does not have the same domain they just stand-alone and you never know they are part of a company that already exists.
It will be merged to either bulk merge companies with similar name or contacts/companies with the same ID (Not HubSpot ID) or another criteria.
I need this big time. Looked into a tool called Dedupely. Because of how large my contact/deal database is in Hubspot it’ll cost be almost $10k because I need to sign up for an annual plan to remove my duplicates. $10k! We absolutely need to be able to do this within Hubspot.
