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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.
Hi, @neil2 that's an interesting request. I just flagged it with the Salesforce Sync team. Is there a reason their dashboards can't help you solve that issue?
@willerdmann I'm sorry you feel that way. The long response time to this issue is on me. If you want to discuss more I'm happy to set up some time to chat.
Our team has investigated this issue and decided not to work on this feature in the next quarter or two. We will revisit after that. Our current tool needs some work to be reliable before we can add new features (you may see some big reliability changes coming soon).
We want to do bulk merge right and don't feel we are in a good position to do so at this current moment. Additionally, we have many app partners who can perform this service at higher volumes. I am happy to go into the logic more if you all have questions.
I personally have talked to many people experiencing this issue. Reliability concerns are just as big as bulk merge and I'm very hesitant to introduce a bad product experience around destructive actions. I don't believe that is the customer experience you all deserve.
I'm going to move this to "In Planning" our team is looking into the best way to deliver on quicker merging. I will update the issue when we know more.
Can we at least get it so that you can select two to merge from a contacts list and merge without having to go in to one contact and then go find the other contact and click merge, very slow,
Needs more features at the top level,
for example being able to select contacts and just select to add to the don't log emails 'exclude' list
Definitely, this would be really helpful. Also when we merge it would be nice to choose which account, we want to keep as the main account because currently, the main account will be the one that someone updated recently
Yes please! quicker merging just by clicking one button instead of having the pop up, maybe on the duplicates page to display all the contact data you can see in the pop up and click the one you want to keep or dismiss. Also in other merge community posts please merge all the data, deals, together into one so nothing is lost in the merge.
I am notified I have over 1800 duplicate companies. In going through them one by one, I find that most of them are the same handful of companies: Riteaid, Riteaid of New York, CVS, and so on. Each of these duplicate comparisions has only one or two contacts associated with them, though over the course of the many same company merges, there must be many, many contacts from one company. Many of these do not seem to have a domain.
I don't know what the difficulties are in merging these automatically, but I wonder what happens if I ignore the duplicates and just live with the fact there are too many duplicates to manually fix. Is this a problem? How about some education from the experts here, eh?
@ianleaman Is there an update on this? The current manual merging functionality is incredibly time-consuming and is seriously impacting our productivity. This is clearly a widespread issue for Hubspot users and is a major barrier for onboarding into Hubspot.
The ideal setup for us would be to check all the records we want to merge together in a view (similar to the bulk delete), and to select one of them as a master record. When the merge occurs, properties in the final record should default to the value from the master record. For properties that are blank in the master, the final record should take the most recently updated value from all the other records.
We can't check duplicates one by one. But there is another drawback and that is that the contacts to be deduplicated may be in Workflows or Active Lists.
We should be able to obtain a list of these active contacts to work on it manually and the rest automatically, guaranteeing data and reliability at all times.
Literally it is a huge ask for my time to go through nearly 1300 dupe contact records - that Hubspot is charging my organization monthly for since we're above the contact tier - and review each one individually. That was part of my very first tech job that I was being paid a full time salary for a handful of years ago - to merge dupe contact records for a startup CRM company that later got acquired by Cisco. That shouldn't be a part of my job now, especially when I am paying Hubspot a subscription fee. I really hope Hubspot releases a fix for this soon.
I can't believe this isn't a feature. As a newer user to Hubspot, coming from the world of Salesforce, this must become a reality. We totally need mass/bulk merge and delete please!
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