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Merge Duplicate Contacts, Companies, Deals in HubSpot

For a step-by-step guide about the deduplication tool and process, please see the help article Bulk merge duplicate people, companies

Deduplicate HubSpot Companies when Salesforce sync is active.

With Insycle you can bulk merge duplicate HubSpot companies even when the HubSpot<>Salesforce sync is active.

For more details see Deduplicate HubSpot Companies and Salesforce Accounts

Deduplicate HubSpot and Salesforce simultaneously

Insycle supports merging duplicates in HubSpot and Salesforce simultaneously.

For more details see How to Merge Duplicates in HubSpot and Salesforce and Keep them Syncing

HubSpot Merge Logic

Here is what happens when you bulk merge HubSpot duplicates in Insycle.

Contacts

  1. Email: The email address from the master record becomes the primary, the duplicate email addresses are added as additional email addresses.

  2. Activities (notes, emails, tasks, etc): Reassigned from the duplicates to the master.

  3. Deals: Reassigned from the duplicates to the master.

  4. Fields: Most recently updated value becomes the present value, all other values are available in the history

  5. For complete details see HubSpot merge contacts help article.

Companies or Deals

  1. Contacts: Reassigned from the duplicates to the master.

  2. Deals: Reassigned from the duplicates to the master.

  3. Activities (notes, emails, tasks, etc): Reassigned from the duplicates to the master

  4. Domains: Copied from the duplicates into the master and appended as secondary domains, to avoid future duplicates with the same domain.

  5. Fields: Retained from the master. When a value is empty in the master it picks a non-empty value from the most recently updated duplicate automatically. When in doubt about conflicting field values, include those fields in the CSV report by adding them to the Master Selection section and their values would show on the audit trail.

Customized Merge Logic

It is possible to customize the merge logic. For example, to instruct it to keep values from the master record instead of the most recently updated value, or copy values from one field to another as part of the merge, or any other.

Customized merge logic requires an Enterprise plan.

Please reach out via chat to discuss your specific requirements.

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