CRM

SajidS5
Membre

Bulk Merging Duplicate Contacts

Résolue

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.

 

Thanks for your help!

 

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1 Solution acceptée
RBozeman
Solution
Participant

Bulk Merging Duplicate Contacts

Résolue

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. 

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JohnMaret
Contributeur

Bulk Merging Duplicate Contacts

Résolue

hey, I can recommend to take a look at https://koalify.io/ seems HubSpotters love it. https://www.linkedin.com/in/jonasdemets/ built this cool app

 

best

RBozeman
Solution
Participant

Bulk Merging Duplicate Contacts

Résolue

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. 

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