HubSpot Ideas

MyCaptain

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

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.  

5 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.

NatHiggins
Participant

Love this idea! I think it could probably be down with Workflows if they added the right functionality to the enrollment criteria options.

 

My idea for how this could be done would be to set the enrollment criteria for the workflow to be if there is more than 1 contact with the same value for a specified property (the user would get to choose this property), then enroll the contact that is either the oldest or newest (again, the user would get to choose this) and then merge the contact that got enrolled into the other contact that matched the same criteria, leveraging the native manual merge functionality that HubSpot already has.

 

The same process could be done for Companies as well.

Alysha_TW
Top Contributor | Gold Partner

This is a limitation in Service Pro. We are teaching people to use Support Forms as a feature of Service Pro, and I have made the ticket properties as part of the process, per the requirement of a Support Form. But now HS won’t let me control if a new ticket is created. It should allow me to send this support form to the Support Inbox for triage. It’s frustrating that Service Pro has this gap I don’t know why HS locks things like this. It’s friction.