Users should be able to select their own specific properties for deduplication

MyCaptain

Who: Marketing Team, Support Team, Sales Team
Value: One Contact, No Duplicates, Better CRM and data management

Many CRM have customizable properties or references for the core operation of CRM - deduplication. And It's very industry-centric. For some industries, having only email as reference works, for some mobile number works better. Some may require multiple properties to be set as references. 

Solution: 

For Starters: You can give a choice of selecting deduplication criteria, keeping it limited to hubspot properties only. And then gradually including multiple properties as criteria, and expanding to custom properties.  

3 Replies
Alaska27
Participant

This would be awesome and make our life much easier, since our deals and contacts and companies need to be closely integrated with our accounting system, which has its own unique identifiers.

HTB_Scott
Member

Agreed - we have a central core system which generates its own unique customer ID, and when our customers update an email address, we're seeing duplication in HubSpot. Need to have a better, non-manual, way to deal with duplicates. 

JBerman5
Member

This would be great. We have many companies with the same Company name, but all locations are individually owned so there is no parent/child relationship to force exclusion from the calculation. If we were able to note which companies to exclude from the calculation that would be helpful to us.