HubSpot Ideas

pokeefe

Merge from Workflows

We often have objects (tickets, companies, contacts) that have duplicates. This most commonly occurs when we have similar voicemails that come in from AirCall. 

 

It would be great to be able to create a workflow to automatically merge objects based on specified criteria.

2 Replies
Jnix284
Key Advisor | Partner

We had a similar issue with CallTrackingMetrics, definitely need some automation with app integration criteria.

FlywheelKinetic
Contributor | Platinum Partner

Could definitely use this on Contacts coming through due to imperfect imports - alleviate the thousands of duplicates we see a month.