More efficient way to find and merge duplicate contacts

The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record.  

You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: Connected to Gmail it's getting new records daily from people that have multiple email addresses.  Moreover, just doing an import of addresses from other databases can result in multiple Contacts being created for the various email addresses someone might have.

Consider myself as an example, I have 12 different email addresses.  When I take a new client or job, I'll have another.  Those are 13 different records. They are all just me and each of those email addresses should be more easily uncovered as associated with the same person and merged.

 

What needs to improve
Today we have to go into a Contact records and use the Merge function to find the other emails and merge them.  That's a manual process. A pain for large Contact databases.

The Contact list should have a "Find and Dedup" option.  The CRM should find likely duplicates not based on the email identifier but other personal identifiers: same name, similar name in same location, etc.  Flag those in the list and make it easy to check the duplicate Contacts and "Merge" them.

This really needs to be done as part of the platform as growing companies, teams with many people using Gmail as part of their outreach, etc. will constantly result in new Contact records that can go unnoticed as duplicates of existing records.

130 Replies
HubSpot Moderator
HubSpot Moderator

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dstemo
New Contributor

@jakekirsch Same! I just started using Inscyle, and it is a great tool for now, but to be able to do this exclusively in HubSpot (and also have some type of "duplicate notification") would be amazing.

clintonskakun
New Contributor

We just launched our first HubSpot de-dupe integration early (was scheduled for the 15th) - https://dedupe.ly/hubspot

 

Has bulk merging, fuzzy matching, email notifications and more. Plus it comes with a 7 day free trial.

Evans4316
Regular Contributor

Still in planning? Arghh!  Smiley Sad

HubSpot Moderator
HubSpot Moderator
updated to: In Beta

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Note: We will not be accepting every submission into the beta,  but we will be reaching out to submissions that are a good fit for the early version of the tool.  

DanielOConnor
Occasional Contributor

sorry had to edit and canrt find out how to delete

jebacka
New Contributor

Adding to this idea: 

 

It would be great if, when merging companies or contacts, you could choose which information to keep.  I have numerous duplicates where one version has the correct domain but the other has other correct information.  When they merge I inevitably lose some of the correct information and have to re-enter it manually. 

 

Thanks!

Julia

clintonskakun
New Contributor

@jebacka This is something we have built into Dedupely. We call it custom merging. It allows you to both select the master contact (the id you want to keep) and customize which fields you want to keep between the matches.

 

Today we're getting very close to also launching company merging (among a few other improvements). If we find any last minute bugs, it will be released by the end of the week.

 

You can check out more here (comes with a 7 day free trial).

jebacka
New Contributor

@clintonskakun does this only work with contacts?  My duplicates are under companies. 

 

Thanks,

Julia

clintonskakun
New Contributor

@jebacka Companies are still in development. We plan to release them within the next few days (before the end of the week.