Duplication of Company records in Hubspot

NatashaRaymond · ‎Jan 30, 2018

Please can let me know whether there is a way to duplicate a company record, as opposed to typing copied company details, into a new company record manually?

Kind Regards,

Natasha Raymond

bradmin · ‎Jan 30, 2018

Hi, @NatashaRaymond. There's no explicit clone function on a company record, but you'd be able to accomplish this with an import.

Please note that HubSpot uses Company Domain Name and Company Website properties to deduplicate companies, so if you do this, you'll want to create a .csv with other duplicated company details, but those two fields should be left blank.

Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

View solution in original post

bradmin · ‎Jan 30, 2018

Hi, @NatashaRaymond. There's no explicit clone function on a company record, but you'd be able to accomplish this with an import.

Please note that HubSpot uses Company Domain Name and Company Website properties to deduplicate companies, so if you do this, you'll want to create a .csv with other duplicated company details, but those two fields should be left blank.

Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

View solution in original post

IvanKarp · ‎Jan 31, 2018

Hi there!

Well, I think you may take a look at Data2CRM service. It offers a direct HubSpot CRM data import. Furthermore, a free demo, users, and modules mapping, as well as deduplication option are available - so, you may always try it out for free! In case you will have some questions - fell free to mail me directly!

With respect, Ivan