⚙ Operations Hub

CPacana
Member

Merge contacts in bulk via operations Hub

SOLVE

Can we merge contacts in bulk using Operations Hub?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merge contacts in bulk via operations Hub

SOLVE

Hi @CPacana,

 

No, this is not a feature of Operations Hub. However, there are great integrations on the HubSpot app marketplace for this:

https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/koalify-io

https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/insycle

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

4 Replies 4
RBozeman
Participant

Merge contacts in bulk via operations Hub

SOLVE

Hi @CPacana, and thank you for the mention @karstenkoehler. I work for Insycle as a product marketer, and I just wanted to provide a little more context on our bulk deduplication features,

 

  • Use any field in your database as a potential duplicate matching field (unique ID field) to catch more duplicates, with both similar and exact match options. 
  • Also integrates with custom objects if you need to dedupe those.
  • Bundle Insycle templates together into a Recipe (individual templates could identify duplicates in different ways), and add the Recipe to your HubSpot Workflow so deduplication happens immediately after the record is created. 
  • Set rules for determining the master record that duplicates will all merge into. 
  • Further, you can set rules for retaining data down to the individual field level, potentially pulling data in different fields from different duplicates in the identified duplicate group, based on your settings.
  • Preview your deduplication runs to see how they work and ensure accuracy.

Hope that is helpful. If you have any questions don't hesitate to DM. Here's our help documentation on this feature to give you an idea of how it works.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merge contacts in bulk via operations Hub

SOLVE

Hi @CPacana,

 

No, this is not a feature of Operations Hub. However, there are great integrations on the HubSpot app marketplace for this:

https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/koalify-io

https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/insycle

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

CPacana
Member

Merge contacts in bulk via operations Hub

SOLVE

Thank you! 

0 Upvotes
Jonas_De_Mets
Top Contributor

Merge contacts in bulk via operations Hub

SOLVE

Thanks for mentioning Koalify @karstenkoehler
@CPacana all Koalify features are embedded in HubSpot.

 

Bulk merges for example are possible with a simple workflow action:
https://koalify.io/knowledge-base/how-to-automatically-merge-hubspot-duplicates-using-koalify-workfl...

Hope this helps!

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

0 Upvotes