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Jonas_De_Mets
(He/him)
Stratege/Strategin
Mitglied seit ‎Okt 26, 2023
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Jonas De Mets

HubSpot RevOps • Co-Founder @ Koalify - HubSpot deduplication made easy!

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Gelöst
DCrinnion on Mai 17, 2024
Hi All, In a bit of sticky situation where I have been tasked with setting up our ABM features however the data integrity in our Hubspot is very poor i.e. 60 Accounts of the same names company. Therefore when setting target accounts where there Beitrag ansehen
Stratege/Strategin
Mai 17, 2024
Hi @DCrinnion , The default process will only log to the primary company as documented here . Building on @Josh his excellent replies and you...Beitrag ansehen
rvzello on Januar 24, 2022
Or at least, show their sequence enrollment status in the list view. Right now, you have to first click to want to merge a pair of contact to then be told that you can't because one of the contacts is enrolled in a sequence. For a task that is fairl Beitrag ansehen
Stratege/Strategin
Mai 16, 2024
@rvzello I am a little late to the party, but we have developed Koalify to make deduplication easy in HubSpot. With our plugin it is possible...Beitrag ansehen
KarryCBB on April 30, 2024
Hi! We end up with a lot of duplicate contact records, it's just the industry we are in. Most of the time we have a new lead that drops into a sequence upon form submission and there's an old contact record that isn't in a sequence. I currently have Beitrag ansehen
1 Likes
1 Antwort
Stratege/Strategin
Mai 16, 2024
@KarryCBB , one of my customers had exactly the same problem! We found out that with our plugin Koalify it is possible to merge duplicates that ar...Beitrag ansehen
Gelöst
brandon98 on Juni 15, 2020
I was just curious what happened to contacts that you merge when one or both contacts are enrolled in a sequence.
3 Likes
4 Antworten
Stratege/Strategin
Mai 16, 2024
@brandon98 I am a little late to the party, but we have developed Koalify to make deduplication easy in HubSpot. With our plugin it is possible t...Beitrag ansehen
LindseyG on Mai 15, 2024
Coming from multiple small- to medium- sized companies, it seems the standard is the CRM administration team "does it all" quite often. When the system administration team is: the Super Admins; responsible for everything from development to sec Beitrag ansehen
0 Likes
2 Antworten
Stratege/Strategin
Mai 15, 2024
@LindseyG I recently found this post from @Mike_Eastwood that is covering this: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Ho...Beitrag ansehen
Gelöst
KHassen30 on Mai 09, 2024
One of my forms is collecting data but showing the new entries under the same contact name. Why is that happening?
Stratege/Strategin
Mai 09, 2024
@KHassen30 , This can happen because the HubSpot cookie is stored and the same for these submission. You can disable this setting in your form ....Beitrag ansehen
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