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.
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!
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.
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.
I saw this within user defaults. This would be great if we can assign that notification to one person and not the contact owner. Exmple our salesforce does not use HS, I manage our data currently and it would be immensely helpful to get a notification if a potential duplicate was identified on the fly.
