Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually.
I'm wondering if there's a better way for us instead of deduplicating one by one, which is literally unrealistic for enterprise users with mass contacts. In our case, we have 1890 duplicates for contacts, which requires going through 1890 times of deduplicates.
If you’re looking for additional ways to merge duplicates in bulk and automatically, Insycle is an app in the marketplace that complements and augments the HubSpot deduplication features. We've been around for a while, we have many happy HubSpot customers, and we constantly improve and add new features. We now offer low-cost option just for deduplication at 50% of the cost.
Here are some of our recent improvements:
Deduplicate automatically using HubSpot Workflows that trigger right when a lead fills out a form and before the welcome email is sent and the lead gets assigned.
Pick which data is retained on the merged record using customized master field selection on a field-by-field basis. For example, retain the "owner" from the Company record that was created first.
Elaborate deduplication preview report that shows the duplicate records and proposed master retained values - before the changes go live.
Low-cost option just for deduplication. The One plan with the "Merge Duplicates" module is priced at 50% of the Business plan and you can use it to merge duplicates in bulk and automatically. Use the slider on the pricing page to see the cost.
Free plan for databases with up to 5,000 records (Contacts + Companies + Deals). Free plan includes all modules, unlimited usage, and unlimited users.
I would like to reignite this idea of managing duplicates more effectively to hopefully bring this issue to HubSpot's attention again. Integration of bulk merging capabilities would make this serve impeccable. My company is awaiting any further work with HubSpot until this option becomes available. We would love to see it come together! Managing thousands of duplicate contacts is simply not an option with imports from various previous databases.
As a quick fix, I can recommend Insycle and merging based on company domain names for companies and full emails for contacts. Membership is about $20 per month.
If you guys want to play ball in the enterprise space this is a must have vs. other high contact volume solutions. I have over 65k contacts right now with over 2k duplicate records = ipossible to go 1x1.
@SBhatia i couldn't wait any longer & ended up purchasing dedupely. I resolved 3,000 account dupes in literally 30 min after barely a 30 min setup. Was insane. It also helps me keep an eye on dupes the HubSpot tool doesn't even find. Was worth the price and I use it daily. It was available in the HubSpot app store.
I have to manually search plenty of companies to merge the contacts. Before merging, I have to manually check which one should be the primary contact and which one not.
I highly recommend this.
Having these duplicate contacts created because of email CC's spoil all the sales reports, conversion reports etc.
And just when you thought it couldn't get any worse, watch out now for MULTIPLE company associations AFTER merging contacts! I just discovered this today.
And when you delete the bad, secondary email address, the secondary company association DOESN'T automatically go away! Thanks HubSpot!