1. Don't make a duplicate if the customer uses a variation on the dotted or dottless email address: If a gmail address does or doesn't have dots still find the ONE contact in Hubspot that exists.
2. Add the dotted or dottless version to the email array so it is transparant that the customer used a variation. I would really like to be able to see that the user is using bobsmith, and bob.smith and b.o.b.smith by having them declared in the array.
I believe this is something that you could custom code in Operations Hub, if you were subscribed to that. But this is a common issue that I've seen people dealing with often.
Wanted to mention that Insycle can help with this. Full disclosure, I work at Insycle. But using Insycle, you can match duplicates using any field in your HubSpot CRM database. For this purpose, you'd use the email field. Then you can instruct Insycle to ignore periods, symbols, or other keystrokes. You can also match emails using similar matching instead of exact match (although this can get a little tricky in big companies where people with similar names may have similar emails but are different people). You can set up deduplication templates to run automatically on a set schedule or even insert them into Workflows, so your contacts are deduplicating immediately after they hit your database and before your first communications go out.
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