I’m looking into options for bulk merging duplicate contacts in HubSpot. Can you let me know if there’s a way to do this using HubSpot’s built-in features?
Also, are there any alternative methods or add-ons that might help with this process? I’d appreciate any recommendations or best practices you can provide.
Hi @SajidS5, I believe for bulk merging you will need Operations Hub. Additionally there is the automatic deduplication feature which will usually catch many of the duplicates on their way into the system.
I also wanted to mention that Insycle has really deep bulk deduplication features. Full disclosure, I work for them. But Insycle allows you to match duplicates using any field in your database as a matching fields. You can also set really deep data retention settings at the field-level, so you can ensure that you keep all of the data you want/need when merging. Then you can schedule daily/weekly/monthly, or even inject into HubSpot workflows. Might be worth checking out for your situation.
Hi @SajidS5, I believe for bulk merging you will need Operations Hub. Additionally there is the automatic deduplication feature which will usually catch many of the duplicates on their way into the system.
I also wanted to mention that Insycle has really deep bulk deduplication features. Full disclosure, I work for them. But Insycle allows you to match duplicates using any field in your database as a matching fields. You can also set really deep data retention settings at the field-level, so you can ensure that you keep all of the data you want/need when merging. Then you can schedule daily/weekly/monthly, or even inject into HubSpot workflows. Might be worth checking out for your situation.
