Managing Duplicates in HubSpot CRM: Tools for Merging Contacts

Cindy F. · 2025-03-24T18:43:22.689322+00:00

hello all, is there currently a "tool" available to manage your CRM (HubSpot) duplicates. Like merging contacts ?

While we don't have a specific tool for managing duplicates in HubSpot, we do offer features that can help you identify and manage potential duplicate contacts: 1. Lookup Contact: This action allows you to check if a contact already exists in HubSpot using email, name, or phone number. 2. Before adding new contacts, you can use our CRM integrations to check for existing records: • Open the Enrichment Panel and select "Lookup Contact" in HubSpot. • Use email as the primary identifier. • Run a test with 10 rows to check for existing contacts. These methods can help you identify potential duplicates before adding new contacts, maintaining a cleaner CRM. For merging contacts, you'd need to use HubSpot's native tools directly in their platform.

Sources: Push Data To Your CRM [Clay 101] - Clay University Lookup Contact with HubSpot

7 comments