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Managing Duplicates in HubSpot CRM: Tools for Merging Contacts
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.
Cindy F.··No. I know about the lookup. I was wanting something more to action the duplicate found.
Bo (.··Hey Cindy -Yes, inside of HubSpot, there is a built-in tool to help you manage duplicate contacts and companies. It's called: Duplicates Management Tool Where to Find It: • Go to Contacts or Companies • In the top-right, click Actions • Select “Manage duplicates” Is this what you were looking for?
- Cindy F.··
I was looking for a bulk action tool, I know that one, thank you Bo
- Bo (.··
Oh, got it! Might be worth checking either of: ** insycle.com ** dedupely.com They might be what you're looking for! :)
- Cindy F.··
Awesome thanks will check it out