We have a duplicate leads issue:
Multiple form fills, or manual lead creation before the workflow kicks in creates duplicate leads. Hubspot knows the lead is a duplicate and only shows one of these leads in the prospecting workspace so we do not have to manage multiple duplicate leads from a sales perspective.
However, when I run a leads funnel report the duplicates show up.
I need to be able to merge them, or delete the later ones.
Any clues? OR is this a feature yet to be delivered?
Hi @rickl ,
Manage you can manage the duplicate leads with the deduplication tool in HubSpot:
check this out: Deduplicate records in HubSpot
Navigate to Contacts > Action > Manage duplicates
Hope this helps!
Thanks
This is Contacts - not “Leads”
Seems like a bot response.
Sorry - yoiur answer relates to contacts. This question relates to the newly created CRM Leads object
Hi @rickl, have you checked out this help article on merging records, such as contacts?
Also, here’s some information on how to delete records in HubSpot if you want to go that route.
All the Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.
Unfortunately this, too is about contacts - not leads.
Hi @rickl There is currently no way to do this with the lead object. Hopefully more of the standard object features will be rolling out there in the future. Currently, you can do this using the API as they have allowed access to the lead object through there, but that will have to be a custom coded solution.
Insycle doesn’t currently support leads, but that functionality is currently in development and should be available in the coming weeks. The dedupe tool allows you to use any field as a potential matching field and have full control over how data is retained during the merge for every field. Full disclosure, I work for Insycle. But the Merge Duplicates tool is very powerful.
Hi - I need clarification on what you are referring to because, using the method described, I can easily delete one or more of the duplicate leads. I use it to delete the duplicates, leaving the earlier or later one depending on the lead.
Merging, which perhaps you are referring to, is something that would be useful, but as you mention, as yet unavailable.
We are struggling with this too. We want HS to not create new leads when one is already open for the contact as it just floods our Leads and does not contribute to the way we work. There should be a way to stop leads being created when there is already one open.
Hey @rickl HubSpot does a good job hiding duplicate leads in the prospecting workspace so your sales team isn’t overwhelmed, but those duplicates still show up in reports, which can mess with your numbers. Right now, there’s no automatic merge feature. You can manually clean things up using HubSpot’s “Manage Duplicates” tool, or try third-party apps like LeadAngel, Insycle or Dedupely to make the process smoother and more automated.
Hope this helps a bit!
