Make Phone Number the Primary Key Not Email

mmartelli0803
Participant

We are a call center essentially so some of our leads that come from outside vendors do not have an email associated. We are about to implement Hubspot CRM companywide so it is imperative that we can create a record without an email.

 

I am guessing we can create a workflow with the new Operations Hub custom coding to associate records or merge based on another key field. Would this be a correct assumption?

 

Let us assume that our logic is:

 

  1. Format First and Last name criteria into sentence case.
  2. Check both records to see if first and last name match. If yes, go to step 3.
  3. Format phone numbers to be consistent on both records looking to be merged.
  4. Check to see if phone numbers match. If they do then merge records.
  5. If there are two different emails, the most recent submission’s email would be Primary email and the second would be secondary email field.
  6. If both full name and phone do not match, then we would look to manually dedupe the leftover records.

Right now, about 90% of our duplicates would be resolved with the aforementioned logic. Most contacts share same phone number and name but have different email. A majority of the similar emails are incorrect by minor spelling, an added digit or same prefix but different domain (yahoo.com vs gmail.com), etc.

 

This is a typical example:

mmartelli0803_0-1624769995811.png

 

Other notes:

  • Emails need to be formatted the same before being merged
  • Phone number needs to be formatted the same before being merged
  • Format contact name to sentence case and merge

Does anyone have a similar situation or knows the best way for us to create these workflows that do not rely on the primary email. I’d like to ask the community for your help!

2 Replies 2
dennisedson
Community Manager

@MichaelC  any chance you have done something like this in the past?

Thanks,

Dennis




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0 Upvotes
himanshurauthan
Recognized Expert | Platinum Partner

Hi @mmartelli0803

 

Your approach seems correct, on creation/update of a new contact, you can search for similar contacts using search API - https://developers.hubspot.com/docs/api/crm/search

 

And then execute your conditions and update the contact and delete duplicate one, but as you want to keep the recent one as primary you might think of updating the old contact to keep activities and histories alive.

 

Regards,

Digital Marketing & Inbound Expert In Growth Hacking Technology