CRM

paffbrasilsp
Member

How to block/avoid company duplication?

I am having problems with users duplicating companies. Why even inserting company url domain the tool permits duplication? How to block/avoid it?

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AdamLPW
Key Advisor

How to block/avoid company duplication?

Hi @paffbrasilsp,

How are the users creating the new/duplicate companies?

When you add a new contact with a known domain name, they should be auto-associated with the existing company, providing the option is enabled on your account.  

 

If they're setting up a new company manually, HubSpot already tries to prevent them from creating duplicates based on domain.  Try it yourself - you should see the following:

 Screenshot 2020-11-26 131856.png

In other words, you have to explicitly tell HubSpot you want to create a duplicate company with the same URL...

 

Unless I'm missing something, I'd suggest this is more of a training issue, and users may need to be taught how to use the system correctly.


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