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.

HubSpot updates
137 Replies
abenitez
New Contributor

Is there an expected date that this suggested feature will be incorporated into the CRM product?

chelocean
Regular Contributor

I would love to see triage for duplicates by name, would help our sales team immensely!

Invorio
Regular Contributor

People have multiple email addresses. I'd like to be able to enter them manually and also automatically through an intuitive merge process.

michaelhartzell
Occasional Contributor

The conversation today was about maintaining relationships and records with people who move to new companies in an industry.  We don't want to maintain the history and at times there are duplicates created - same person, same industry, same persona, new email/company.   

CTAKevin
Regular Contributor

Would like to see an updates on this since we have 30000+ companies in our CRM


@seobrien wrote:

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.


 

tobias
New Member

Any update on this? No easy way to find contacts with duplicate names (e.g., those who might have submitted both work and personal emails) is a major pain point for us.

mzager
Occasional Contributor

Very hopeful to see this coming soon - right now I export my entire database on a weekly basis, then identify duplicates in a few custom properties, phone number, name, etc. then manually find each duplicate in HubSpot and merge. Extremely time-consuming and frustrating.

809CharlieTango
Regular Contributor

I kind of need this functionality today. Has there been implementation??

asarraf21
New Contributor

This is more than a simple YES/NO matching.I regularly clean up my companies/contacts: I export all companies and contacts to EXCEL, do partial matching there and go through the list one by one to ensure accuracy. Sometimes there are two distinct companies with the same name or the same company with two different URLs. I guess the best way to approach it is to suggest a bunch of potential duplicates and let the user take the next actions.

JoeElliott
New Contributor

Not only would an auto de-dupe feature be great, but when merging data (contact or company) it would be beneficial to select what details are kept/displayed rather than just the newest value being kept/displayed.