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
809CharlieTango
Regular Contributor

Does anyone know if there is something similar to RingLead, but integrates with HubSpot? https://www.ringlead.com/marketo/#.WbARDNOGNE4

Fitzwalsh
New Contributor

Can't wait for this new feature!

DanOasisFun
New Contributor

To lower possible programming and user frustrations, maybe not relying on the import to catch duplicates, but a button to select to search for duplicates and some how see some details of the contacts so we can verify if they truly are duplicates or if actual different contacts, or to see and select to merge the information of the contacts. 

 

We had it where one associate imported contacts and another associate imported contacts, as we got started with the program, and there are duplicates.  Some with more information than others.

tabbs
Occasional Contributor

Is there any movement on this feature?

As a company who's fees are largely formulated based on the number of contacts in our systems, this is a critical feature in which you should already be providing to us. It is also one of the most basic features found in almost any CRM in which the purpose is for correctly tracking contact and interaction history. 

This is a very horrible inefficienty, but that it also means for us additional sunk costs in the time it takes to manage manually as well as how your monthly fees are structured is just salt in an open wound.

realizeit
Esteemed Contributor

This is a must have--especially for those of us paying for the CRM. We need an easier function to find duplicate names and merge them, either by filters or some other EASY process (and not within the Marketing side of things, either). Who the heck needs Snippets when this duplicate pairing function is a core of most good CRMs? Do you folks at HS look at the number of requests for features before placing new features in the "upcoming" queue? Do "needs" surveys?

jameslyons
Occasional Contributor

HubSpot, it's been many months and a lot of people have voiced their support of this change. Any updates at all?

malcolmslater
New Contributor

I developed a dedupe feature for data which I roadtested in several lrage public sector organisations over the last few years. Just wondering if there's enough support here for it to be worthwhile creating an extension to hubspot?

DanAt3DV
Regular Contributor

@malcomslater - this would certainly be beneficial. Happy to beta test...

jameslyons
Occasional Contributor

@malcomslater - we would very much appreciate the extension you described. Thank you!

realizeit
Esteemed Contributor

As long as it's simple to use w/step-by-step instructions, would be great!