Tips, Tricks & Best Practices

nychd
Contributor

Merging contacts using worfklows?

SOLVE

Is there any way to merge contacts using workflows based on certian criteria?

 

Since the only way to bulk upload multiple email addresses on a single contact is with a custom field. I have a "email 2" and "email 3" field on my contacts. If a contact replies using one of those adress Hubspot will make a new contact automatically. 

 

Thanks! 

 

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merging contacts using worfklows?

SOLVE

Hi @nychd,

 

Out of the box, this is not possible via workflow. In workflows it would require custom code actions, the help of a developer and an Operations Hub Professional subscription.

 

Alternatively, you could consider third-party deduplication apps like Insycle which integrate with HubSpot.

 

Best regards!

 

PS. The email field can hold multiple addresses but it's not possible to import multiple addresses into the field.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
RBozeman
Participant

Merging contacts using worfklows?

SOLVE

Hi @nychd

 

I saw that Karsten mentioned Insycle here, so I just wanted to drop in and provide a little more context. Also thank you for the recommendation @karstenkoehler, I appreciate it!

 

Insycle (and full disclosure, I work for them) helps you to merge duplicates in bulk and create custom rules for identifying duplicates. You can use any HubSpot field as a potential matching field, along with advanced matching features such as Exact/similar matching, ignoring certain parts of fields, etc. Then, you can bulk merge hundreds of duplicates at one time, rather than having to go through each one by one, manually, or just rely on the standard automatic deduplication features, which catch many duplicates but also miss many.

 

You also have full control over the resulting merged master record, using rules for the master record as a whole, and even rules for retaining data on a field-by-field basis. So you can make sure that you always have the best possible data remaining post-merge. We recently published an in-depth article about this, you can check it out here

 

So for example, save a pipeline status (lead, prospect, customer) field from the most recently updated record. Or collect all of the merged record IDs in a custom field for auditing purposes. You can build rules for every important field so you ensure you don't lose valuable data split up between multiple duplicate records when merging.

 

Then, you can automate your deduplication templates to run on a set schedule, or even within a workflow. So in a workflow, you could for example, analyze and deduplicate all data that flows into your CRM, so that merges happen before your first communications go out to new contacts. 

 

If you have any questions let me know!

 

deepikaverma
Guide | Partner
Guide | Partner

Merging contacts using worfklows?

SOLVE

Hi @nychd 

Adding some more points here, another way out of merging is done in Operation Hubs. The merging happens there by setting up few conditions on the common property level.


Thanks!

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Merging contacts using worfklows?

SOLVE

Hi @nychd,

 

Out of the box, this is not possible via workflow. In workflows it would require custom code actions, the help of a developer and an Operations Hub Professional subscription.

 

Alternatively, you could consider third-party deduplication apps like Insycle which integrate with HubSpot.

 

Best regards!

 

PS. The email field can hold multiple addresses but it's not possible to import multiple addresses into the field.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.