日本語コミュニティーへようこそ!コミュニティーを使い始めるには

をご覧ください

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
More efficient way to find and merge duplicate contactsHubSpot製品開発チーム
Jul 30, 2019

Hi Daniel -- I've reached out to schedule a call for us. Thanks again

More efficient way to find and merge duplicate contactsHubSpot製品開発チーム
Jul 30, 2019

Hi folks -- thank you for all of the continued feedback on the duplicate management tool! We're thrilled that this has been as useful as we'd hoped to help businesses keep their data as clean to take advantage of a unified customer database for marketing, sales, and customer service teams.

 

We're proud to build an open platform to support our integration partners like Dedupely and Insycle. While our partner products can deliver differentiated value, the native duplicate management tool is developed entirely by HubSpot.

 

How we identify potential duplicates: Under the hood, this tool uses machine learning (ML) to identify contacts and companies that you are likely to merge. At its core, ML helps automate tasks by analyzing examples of a task to evalutate new tasks to complete. In the case of duplicate management, the task is merging contacts. By analysing past merges, ML algorithms identify other pairs of contacts that have a high likelihood of being merged based on your behavior, which are shown to you in the duplicate management tool.

Today, the ML models for contact and company merge suggestions are based on contact and company properties including name, email, phone number, company name, company industry (determined by HubSpot Insights), and company industry (determined by HubSpot Insights). We plan to expand the properties that the ML models consider to other properties, but to be transparent, we're more likely to add default contact properties (e.g. contact activity data) before custom portal properties in the near term.

 

Because this is a machine learning product, it doesn't rely on strict rules like exact matches phone number or name; by not relying on rules, the duplicate suggestions can more closely mimic our own human understanding of challenges like several contacts with the same business phone number or several contacts with the same generic name, like Kevin スマイリー ハッピー.  As you merge and dismiss pairs, you provide feedback to the tool to help improve the accuracy of our merge recommendations based on patterns in the contact and company properties.

 

This tool is still under active development, and you should expect improvements around both the accuracy of the suggested merges and the merge experience throughout the rest of the year. 

More efficient way to find and merge duplicate contactsHubSpot製品開発チーム
Jul 12, 2019

Thank you! We're proud to be building an all-on-one platform to allow businesses to combine HubSpot's suite of tools with their choice of powerful integrations, like Dedupely. It takes a village to keep CRM data clean to enable millons of businesses to grow better. 

- Kevin Walsh (senior product manager @ HubSpot)

More efficient way to find and merge duplicate contactsHubSpot製品開発チーム
Jun 13, 2019

Thank you so much @ck2018 ! We appreciate the kind words, and we appreciate being able to work with great, value adding partners like Insycle. We're eager to continue building a strong, loveable platform for engineering teams like Insycle to help us help millions of buisnesses grow better.

 

- Kevin Walsh (senior product manager @ HubSpot)

More efficient way to find and merge duplicate contacts進行役
changed to: Delivered
Jun 12, 2019

Hi HubSpot Community,


Thank you all for the continued feedback on this post. The continued insights into tools needed to help your businesses grow better is exactly what we need to build great products. 

Today, I'm excited to let you know that you’ve got a brand new tool that finds duplicate contact and company data in HubSpot. No extra spreadsheets, tools, or costs. So you’ll be more efficient, and your customers will have more frictionless experiences with your brand. This tool is now available for all professional and enterprise customers - full details on how to use it can be found in this knowledge article


This product leverages machine learning to consider data such as name, email(s), IP-derived country, phone number, zip code, and company name when comparing two objects. When you accept (merge) or reject (dismiss) a pair as duplicates, you’re providing feedback to the model to help it improve over time. We're likely to add more data to the model in the future.

 
Again, thank you all for your continued feedback on this idea. Your use-cases, examples, and urgency help us build better products. Happy deduping! 

More efficient way to find and merge duplicate contactsHubSpot製品開発チーム
Apr 14, 2019

Hi all -- We're excited that we're getting closer to being able to release the new tool to all customers. We're working to scale its processing, so that it works for everyone, including customers with large numbers of contacts. 

 

The link in BB1's post will only work if your portal has been accepted into the beta program. If you are interested in becoming an early user - please fill out the beta form here. We will be in touch if you are a good fit.

 

We won't be accepting every submission into the beta, but we will reach out to submissions that are a good fit for the early version of the tool.

 

Thank you

More efficient way to find and merge duplicate contacts進行役
Jan 8, 2019

Hello HubSpot community - I wanted to re-illustrate that this tool is available from HubSpot in private beta. Currently, the beta supports contact duplicate identification. We hope to introduce companies duplicate identification in the coming weeks as well. 

 

If you are interested in becoming an early user - please fill out the beta form here. We will be in touch if you are a good fit.

 

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

More efficient way to find and merge duplicate contacts進行役
changed to: In Beta
Nov 20, 2018

Hello HubSpot community - I'm excited to let you know we have an early version of this tool available in a private beta. If you are interested in becoming an early user of this product - please fill out the beta form here and we will be in touch if you are a good fit.

 

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.  

More efficient way to find and merge duplicate contacts進行役
Oct 29, 2018

If you are interested in becoming an early beta tester of this product once it is developed - please fill out the beta form here.

More efficient way to find and merge duplicate contacts進行役
changed to: In Planning
Oct 29, 2018

Hi HubSpot community, 

This is something the Product and Engineering team is beginning to research and plan, we hope to deliver a solution in the coming months. 

More efficient way to find and merge duplicate contactsHubSpot製品開発チーム
changed to: Investigating
Apr 3, 2017

Thanks for adding this idea. Helping customers identify and merge duplicate contacts and companeis is somethign that we are putting a lot of thought into. We appreciate the feedback and examples, this is extremely useful.

140件のコメント
nikkiv
常連投稿者

I agree it would be nice to also have this functionality within companies. We also have a lot of these that are duplicates. 

TimBrown
一般投稿者

Hi all,

 

I would strongly suggest giving Insycle a go. It is an app available in the market place.

 

I've just started using it. It is good for appending when uploading. And also has a duplicate finding tool where you can search by all the different properties.

 

I don't work for Insycle but very happy to have found the system.

 

Cheers,

 

Tim

ross_man
新メンバー

need this! 

ivyhughes
新規投稿者

Would LOVE this. Thank you!

gelflex-cc
常駐エキスパート

Again, there is so much to read on this.  It says BETA.  Where is this in the planning stage?  Thanks.

BB1
常連投稿者

Hi Everyone! In case you missed it, Hubspot rolled out this functionality - finally - to dedup contacts.

 

If you did not yet receive it, contact Hubspot to check it out. It is easily found in the Contacts page > Actions > Manage Duplicates.

 

It is still basic, limited in how much info it shows you, but you can preview the contacts and their companies there.

 

One thing to keep in mind - if you have duplicate contacts in duplicate Companies, you would likely want to merge the companies first/too. If you merge the duplicate contacts, afterwards you do not have a way to find those dup companies.

BryanGorman
新規投稿者

I would suggest using Insycle. Such a great application for matching records, finding duplicates, and safely reorganize your data with simuations that allow you to test your changes before making any official changes in your CRM. Here's a link to their HubSpot specific content: https://www.insycle.com/hubspot/

BB1
常連投稿者

Hi All!

 

Who here has and tried the NEW Hubspot deduplication tool? https://app.hubspot.com/duplicates/<hubspotID>/contacts

 

Re Insycle - I tried but it did not work for us - maybe because we hve tons of contacts and companies. Anyone here use Insycle for 400k or more contacts? If yes - how is your experience? How long does it take to do queries?

 

Thanks!

HubSpot製品開発チーム
HubSpot製品開発チーム

Hi all -- We're excited that we're getting closer to being able to release the new tool to all customers. We're working to scale its processing, so that it works for everyone, including customers with large numbers of contacts. 

 

The link in BB1's post will only work if your portal has been accepted into the beta program. If you are interested in becoming an early user - please fill out the beta form here. We will be in touch if you are a good fit.

 

We won't be accepting every submission into the beta, but we will reach out to submissions that are a good fit for the early version of the tool.

 

Thank you

realizeit
トップ投稿者

I've used the dedupe tool. It works, but might be clunky for those with lots to dedupe (i.e., time consuming). I wonder if it wouldn't be better for HS to create a little programming module while you're entering names (at the point of creation) to help detect dupes? For instance, if I see a contact with a gmail but the exact same name at the exact same company, I stop. A little programming should accomplish this on the front end instead of wasting time after the fact. And, to use a 3rd party tool is, IMHO, a waste of money. One product should be able to accomplish this feature. The problem is HS spends most of its bucks on the marketing side vs CRM....sigh.

gelflex-cc
常駐エキスパート

@realizeit please share about the dedupe tool.

 

Thanks.

gelflex-cc
常駐エキスパート

@_Kevin in order to be part of the beta is it professional or higher?

realizeit
トップ投稿者

Hubspot added this feature a couple months ago (starting in beta). I have Sales Professional, so it may only be available there (follow the below instructions to see if you see it):

Go to contacts>Actions dropdown (upper right)>Manage duplicates

HS produces a list to select contacts to remove or not. My current list has 493 contacts. That could take a LONG time to de-dupe. But, it's at least a start.

gelflex-cc
常駐エキスパート

@BB1 when I insert my hubspotid and place in a browser, I get to active contacts.  - https://app.hubspot.com/contacts/4890135/contacts/list/view/1563676/?

gelflex-cc
常駐エキスパート

@realizeit thanks. looks like i do not have that option.

 

contacts.png

BB1
常連投稿者

As Hubspot said, you can ask to be accepted to their Beta program - here: Dylan and here: Kevin so if you don't see it, you don't yet have it.

Evans4316
常連投稿者

Hi Hubspot!

 

I have tried the Beta... but my key issue and concern is that...If I specify a Primary and want a secondary merged into the Primary... the last I checked... the resulting Contact is whoever had activity and NOT the Primary...which is what I wanted.

 

I hope this makes sense.  It's frustrating...because then I have to then manually keep track of who I want as the Primary and then modify the resulting Contact.

 

Any update on this issue?

 

Thanks!

BB1
常連投稿者

Evans - your question is relevant for all merging, not sure what the answer is.

 

This new tool is to help the user find the duplicates and then merge them. Actually merging is something which already existed.

 

Regards,

BB

Evans4316
常連投稿者

BB1:  I agree...   But IF you specify a primary...you don't want a secondary to overwrite over all of the contact information in this case. ..Or at least have the option to select which information you want to retain.  At least in my mind, the purpose of a Primary is to specify which one you want to keep.

 

Finding the duplicates is great...but if you have 200 of them and have to manually edit them...it's easier just to leave them.  スマイリー 悲しい

 

Thanks,

Karen 

gelflex-cc
常駐エキスパート

@BB1 Thank you for the link. Thought Idedup.png already posted the comment, this does not appear to be available for all users in beta.