CRM

SAl-Basri
Participant

Duplicate deals in pipeline

SOLVE

I always get duplicate deals in my pipeline someone that has any knowledge about that?

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Duplicate deals in pipeline

SOLVE

Hi @SAl-Basri,

 

No, there seems to be an integration which isn't checking for duplicates. You would have to fix the issue at the source.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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8 Replies 8
IvanHubsGrowth
Participant

Duplicate deals in pipeline

SOLVE

Hey there, 

 

Please take a look at our Free App name CloneNer - https://api.hubsgrowth.com/application/Cloner/install

 

Please note, my team develop it _ looking only for some feedback/ no trying to spam or sell.

 

Best

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Duplicate deals in pipeline

SOLVE

Hi @SAl-Basri,

 

Can you open two duplicate records, click View all properties in the left sidebar and look up the values for the properties below for both records. What do you see?

 

  • Original source data 1: additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
  • Original source data 2: additional information about the original source for the associated contact, or associated company if there is no contact, with the oldest value for the Time first seen property.
  • Original source type: the original source of the associated contact, or associated company if there is no contact, with the earliest activity for the deal. Learn more about contact original source values.

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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SAl-Basri
Participant

Duplicate deals in pipeline

SOLVE

On both deals this is what i see!

 

 

Original source data 1 : Integrration

Original Source data 3 : Application form

Original source data: Offline

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Duplicate deals in pipeline

SOLVE

Hi @SAl-Basri,

 

Then it seems like these deals aren't originating from inside of HubSpot but are being created by an integration. You would have to investigate which tools your team has integrated with HubSpot and work with them to avoid the creation of duplicates.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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SAl-Basri
Participant

Duplicate deals in pipeline

SOLVE

Could it be that if you have more then 1 workflow?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Duplicate deals in pipeline

SOLVE

Hi @SAl-Basri,

 

These deals don't seem to have been created by workflows since they're being labeled as "Integration".

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
SAl-Basri
Participant

Duplicate deals in pipeline

SOLVE

Thank you, Last question!

 

Is there any solution on how to automaticlly set the amount on the deals?

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Duplicate deals in pipeline

SOLVE

Hi @SAl-Basri,

 

No, there seems to be an integration which isn't checking for duplicates. You would have to fix the issue at the source.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes