Dealing with Duplicate Entries and Formatting Issues in Sales CRM Contacts

[Katherine_Ryan]

I'm dealing with formatting issues, particularly when it comes to inputting city, country, and phone number information. Is there a way to ensure consistent formatting for these fields?

[RBozeman · Accepted solution]

Hi @Katherine_Ryan, I know this is an older thread so you may already have a solution, but I thought this might help. 

Full disclosure, I work for Insycle, but Insycle has really deep formatting and standardization features for any text field in your database. There are a number of pre-built templates for phone numbers, and countries/cities can be formatting using proper capitalization functions within Insycle. For phone numbers, there are a number of templates for many of the different popular formats. 

If you wanted to learn more here is the help doc that talks about phone number formatting, and here is the one for other text fields. Hope that is helpful!

[JakeKnight]

For duplication issues, we chose to work with https://dedupe.ly/. Unfortunately, we have a data source that likes to feed us duplicate data. This allows us to create robust de-duplication rules and priorities. 

Operations Hub has allowed us to clean up a lot of the data the way you are suggesting. 

[Katherine_Ryan]

It's great to hear that you've taken proactive steps to address duplicate entries and formatting issues in your Sales CRM contacts. Using a tool like dedupe.ly can certainly help you tackle duplicate data effectively. Having robust de-duplication rules and priorities in place is essential for maintaining clean and accurate data in your CRM.your approach of combining dedupe.ly for de-duplication and HubSpot's Operations Hub for data cleanup seems like a smart strategy to maintain Virginia Department of Motor Vehicle's  http://dmvnow.wiki/ the quality of your CRM contacts and ultimately improve your sales and marketing efforts. Keep up the good work!

[karstenkoehler]

Hi @Katherine_Ryan,

Could you give examles of these formatting issues?

Generally, HubSpot offers a few suitable features here:

• Property validation rules: https://knowledge.hubspot.com/crm-setup/set-validation-rules-for-properties
• "Format data" workflow actions, as part of Operations Hub Professional: https://knowledge.hubspot.com/workflows/format-your-data-with-workflows

Best regards!