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[TTodd1]

I am trying to build a list of contacts within hubspot that I will use to send a direct mail letter to, based off the contacts physical address. I work for a mortgage company, so if there was more than one borrower on a loan, we will have two separate hubspot contacts, that have the same physical address. We only want to send one letter to a household, so i need to find a way to filter a list to remove contacts from a list who's address is the same as another contact in the list. I would very much like to avoid having to export the list, deduplicate in excel, then re upload the list to hubspot, Is there a way I can quickly filter duplicate addresses within within Hubspot Lists?

[Phil_Vallender · Accepted solution]

Hi @TTodd1 

Probably the easiest to scale and maintain solution to this is create a primary contact property that is somehow set to indentify the first or preferred contact at an address for mailing purposes. 

HubSpot list cant return you just one contact from each mailing address automatically, and you don't want to have to manually pick the right contacts each time, so it will save you time later to capture this explicitally in HubSpot. 

A custom 'primary contact' single checkbox property would be enough to store the data, and it could be set manually at contact creation. You could also bulk set it for existing contacts if you do export the data to excel and dedupe there. 

Hope this helps.

[danmoyle · Accepted solution]

Hey there @TTodd1 and welcome to the Community! I used to do marketing for a mortgage bank, so I felt a resonance with your situation for sure. 

To add to what @Phil_Vallender offered, I'd think about HubSpot's same-object association functionality. That's where you could associate multiple contacts (like you can associate a contacts to a company) without having to create a custom object (like "household"). 

Example: Contact A is Primary, and subsequent contacts acan be "Household member" or "family member." 

This way you can build that list and take into account association labels, mailing to the primary contact. 

[Phil_Vallender · Accepted solution]

Hi @TTodd1 

Probably the easiest to scale and maintain solution to this is create a primary contact property that is somehow set to indentify the first or preferred contact at an address for mailing purposes. 

HubSpot list cant return you just one contact from each mailing address automatically, and you don't want to have to manually pick the right contacts each time, so it will save you time later to capture this explicitally in HubSpot. 

A custom 'primary contact' single checkbox property would be enough to store the data, and it could be set manually at contact creation. You could also bulk set it for existing contacts if you do export the data to excel and dedupe there. 

Hope this helps.

[BérangèreL]

Hi @TTodd1,

Great question, thank you for asking the Community!

I understand that you have several contacts who have the same physical addresses but you'd like to only see 1 of these contacts, so that you have 1 contact per physical address.

Once you have the list created, have you tried to sort the list by the physical address (clicking on the arrows on the header of the column), that might help?

I'd like to invite a couple of subject matter experts to this conversation: Hi @Aakar, @danmoyle and @andrus do you have suggestions to help @TTodd1, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you so much and have a beautiful day!

Best,
Bérangère