CRM

KGanger
Participant

How to address large amount of duplicate companies?

SOLVE

Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. 

Now that we are stuck with this huge amount of duplicates I am not sure how best to solve the issue. I know that HubSpot has a "Manage Duplicates" feature but this is quite manual and requires lots of user intervention. 

What would be the best approach to dealing with the 5000+ duplicates?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to address large amount of duplicate companies?

SOLVE

Hi @KGanger,

 

HubSpot isn't very well equipped to handle this amount of duplicates. However, a third-party integration provider is; Insycle. https://www.insycle.com/hubspot/

 

Pricing is, I'd say, very fair and by setting deduplication rules or picking a template, you can work through large numbers of duplicates pretty quickly, by manually approving or automatically merging.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How to address large amount of duplicate companies?

SOLVE

Hey @KGanger hope you are doing well.

Adding to the 3rd party app that Karsten suggested

I'd recommend to you Deduply,👈

easy to use, to set rules and to have the deduplication run smoothly

we 've used it a lot, really saves a lot of time.

Hope this helps

María Lucila Abal | COO Andimol | Accredited Partner
HubSpot Expert, Community Hall of Fame & Certified Trainer (12+ years)

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3 Replies 3
RBozeman
Participant

How to address large amount of duplicate companies?

SOLVE

Hi @KGanger,

 

I wanted to pop in here because I work for Insycle. Thank you for the recommendation @karstenkoehler .

 

Insycle allows you to dedupe any record type (contacts, companies, deals, custom objects) in HubSpot in bulk and automatically. Further, you can match duplicates using any field in your database, so you'll catch more of your existing duplicate companies.

 

Then, you can set rules for determining the master record that duplicates will all merge into. For example, if you have 3 duplicates in a duplicate group, you can choose to determine the "master record" using any property in HubSpot. You can even set data retention rules all the way down to the field level, based on rules.

 

Then, you inject Insycle into HubSpot workflows, so that automatically after a company record is created (and before you communicate with them), the record is analyzed for duplicates and merged if one is found.

 

Hope that helps!

Best,

Ryan

Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

How to address large amount of duplicate companies?

SOLVE

Hey @KGanger hope you are doing well.

Adding to the 3rd party app that Karsten suggested

I'd recommend to you Deduply,👈

easy to use, to set rules and to have the deduplication run smoothly

we 've used it a lot, really saves a lot of time.

Hope this helps

María Lucila Abal | COO Andimol | Accredited Partner
HubSpot Expert, Community Hall of Fame & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to address large amount of duplicate companies?

SOLVE

Hi @KGanger,

 

HubSpot isn't very well equipped to handle this amount of duplicates. However, a third-party integration provider is; Insycle. https://www.insycle.com/hubspot/

 

Pricing is, I'd say, very fair and by setting deduplication rules or picking a template, you can work through large numbers of duplicates pretty quickly, by manually approving or automatically merging.

 

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.