Company with Multiple Domains Causing Major Duplication Issues
SOLVE
3 Accepted solutions
Company with Multiple Domains Causing Major Duplication Issues
SOLVEHi @SComeau,
I'm not aware of any out of the box functionalities in HubSpot. As usual, this can probably be achieved with custom code actions in Operations Hub. Alternatively, unless you're dealing with very large numbers of records, Insycle might be a good option to evaluate.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Company with Multiple Domains Causing Major Duplication Issues
SOLVE@SComeau I am really sorry that you are in such a frustrating situation here.
Honestly speaking, I would say that it is incredibly unlikely that HS is going to release any alternative de-duplication options for companies soon.
In most cases, if a company has multiple domain variations it means they have branches/franchises. To handle this, HubSpot offers the options of having parent/child company associations. https://knowledge.hubspot.com/companies/how-can-i-add-a-parent-or-child-company-to-an-existing-compa....
This will allow you to correctly associate the right people to the right company domain while still keeping it all organised under the brand domain.
If you would like to discuss this further, drop me a message anytime 🙂
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Company with Multiple Domains Causing Major Duplication Issues
SOLVEHi @SComeau,
This is definitely a problem that I see mentioned often here on the forums. Unfortunately I do not know of a good solution for this directly in HubSpot, other than merging manually.
But if you were open to using a HubSpot app I believe it can help you with your duplicates due to multiple domains problem. In full disclosure, I work for Insycle.
Insycle allows you to identify and bulk merge duplicates using and field in your database. So that alone would provide you with added flexibility in how you identify and merge company duplicates.
But Insycle has a couple of features that are ideal for your use case:
- Insycle can ignore domain extensions and subdomains. So "HubSpot.com," "HubSpot.co," and "App.HubSpot.com" could all be identified and duplicates and merged in bulk.
- Insycle also offers similar matching options (instead of exact match), which can be another way to compare domains, URLs, or names.
- Since Insycle allows you to use any field to identify duplicates, you could also deduplicate using data like Company Name, Full URLs, phone numbers, emails, etc. Using other identifying fields you'll be able to identify and merge more duplicates.
- Once your template is setup, you can schedule it to run automatically (daily/weekly/monthly). Or you could insert an Insycle Recipe directly into a HubSpot workflow, so that the deduplication happens immediately after the data hits HubSpot CRM, automatically.
If you'd like to learn more, here is a help article on Insycle's deduplication module.
Hope that was helpful! Here's a screenshot of what this might look like.
Company with Multiple Domains Causing Major Duplication Issues
SOLVEHi @SComeau,
This is definitely a problem that I see mentioned often here on the forums. Unfortunately I do not know of a good solution for this directly in HubSpot, other than merging manually.
But if you were open to using a HubSpot app I believe it can help you with your duplicates due to multiple domains problem. In full disclosure, I work for Insycle.
Insycle allows you to identify and bulk merge duplicates using and field in your database. So that alone would provide you with added flexibility in how you identify and merge company duplicates.
But Insycle has a couple of features that are ideal for your use case:
- Insycle can ignore domain extensions and subdomains. So "HubSpot.com," "HubSpot.co," and "App.HubSpot.com" could all be identified and duplicates and merged in bulk.
- Insycle also offers similar matching options (instead of exact match), which can be another way to compare domains, URLs, or names.
- Since Insycle allows you to use any field to identify duplicates, you could also deduplicate using data like Company Name, Full URLs, phone numbers, emails, etc. Using other identifying fields you'll be able to identify and merge more duplicates.
- Once your template is setup, you can schedule it to run automatically (daily/weekly/monthly). Or you could insert an Insycle Recipe directly into a HubSpot workflow, so that the deduplication happens immediately after the data hits HubSpot CRM, automatically.
If you'd like to learn more, here is a help article on Insycle's deduplication module.
Hope that was helpful! Here's a screenshot of what this might look like.
Company with Multiple Domains Causing Major Duplication Issues
SOLVE@SComeau I am really sorry that you are in such a frustrating situation here.
Honestly speaking, I would say that it is incredibly unlikely that HS is going to release any alternative de-duplication options for companies soon.
In most cases, if a company has multiple domain variations it means they have branches/franchises. To handle this, HubSpot offers the options of having parent/child company associations. https://knowledge.hubspot.com/companies/how-can-i-add-a-parent-or-child-company-to-an-existing-compa....
This will allow you to correctly associate the right people to the right company domain while still keeping it all organised under the brand domain.
If you would like to discuss this further, drop me a message anytime 🙂
|
||||||||||||||
|
|
||||||||||||||
|
|
Company with Multiple Domains Causing Major Duplication Issues
SOLVEHi @SComeau,
I'm not aware of any out of the box functionalities in HubSpot. As usual, this can probably be achieved with custom code actions in Operations Hub. Alternatively, unless you're dealing with very large numbers of records, Insycle might be a good option to evaluate.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
