Learn
Learn
Close

They Ask, You Answer

A revolutionary approach to inbound sales, content marketing, and today’s digital consumer.

Learn MoreLearn More

Free Courses in IMPACT+

Dozens of sales, marketing, and content courses inside IMPACT+. Start learning now.

See all coursesSee all courses
Events
Events
Close
IMPACT+ Membership
IMPACT+ Membership
Close
Coaching & Implementation Services
Coaching & Implementation Services
Close

Services Overview

See how you can dramatically increase your inbound leads and sales.

Services Overview

Digital Sales and Marketing Mastery

Fast track your team’s success with IMPACT's most popular service.

Digital Sales and Marketing Mastery

Web Design

Launch a beautiful website that consistently generates leads and revenue.

Web Design

Virtual Sales Training

Equip your sales team with comprehensive training designed to help them close more deals in today's virtual-first world.

Virtual Sales Training

HubSpot Training & Implementation

Train your company to take ownership of HubSpot and get the most out of your investment.

HubSpot Training & Implementation

Case Studies

See dozens of examples of companies succeeding with Digital Sales and Marketing Mastery and They Ask, You Answer.

Case Studies
Become a Coach
Become a Coach
Close

HubSpot’s new duplicate management just got some improvements

HubSpot’s new duplicate management just got some improvements Blog Feature

Joe Bachir

HubSpot Trainer, 6+ Years of Digital Marketing Strategy Expertise

October 14th, 2019 min read

Months ago, HubSpot launched a new de-duplication tool that helped businesses merge contacts and company information that seemed to overlap.

This tool uses HubSpot’s AI to find these records and allows you to select which contact or company you want to merge so your portal isn’t filled with duplicate versions of contacts and companies.

Since then, HubSpot has added some new features to this tool that will make it even more helpful!

De-duplicate tool improvements

After HubSpot released its duplicate management tool, many marketers (me included) were super excited to get their hands on it. While it was great to see, there were still some features lacking that could take the tool to the next level. HubSpot has now released an update to the de-duplicate tool that includes some of those features.

It used to be that when you would dive into the de-duplicate tool in HubSpot, you were welcomed with a list of contacts that HubSpot thought were the same. In order to merge these contacts, you had to review a handful of properties and accept which record is the “winner.”

This was limited to only three properties, which could sometimes make it hard to know which record you wanted to make the primary, especially since the properties only included name, email(s), IP-derived country, phone number, zip code, and company name.

Now, you are now able to select five properties you can see and compare when merging records. You are also able to choose from any of the properties you have in your database. 

HubSpot’s New Duplicate Management Just Got Some Improvements 1

While these changes will carry over to the next record you are merging, this is a per-user feature — meaning it won’t affect anyone else in the portal using the de-duplicate tool.

As a bonus, HubSpot has also added the ability to send notifications once it detects more duplicate contacts you can merge.

Taking advantage of the improvement

Merging contacts and company records can be crucial when trying to keep a clean database. It helps you make sure that all the data you have on one contact or company is in one record, and that your team is looking at the correct record. It is also a way to make sure you are not counting one contact as multiple, taking up space in your HubSpot account. What's more, it helps to make sure your data is not skewed by contacts that are counted twice.

Being able to now specify which properties you use to compare records makes it even better. when comparing records previously, it was difficult to determine which record was the “correct” record. 

Now, you can click on the “properties to display” drop-down in the tool to specifically select which properties you want to display. This is also great for businesses that use a specific or custom property to determine which contacts they want to keep.

In order to make sure your notifications are turned on for duplicate management, head over to Profile & Preferences > Notifications > Status > CRM. Here, you can choose the type of notification you would want to receive.

HubSpot’s New Duplicate Management Just Got Some Improvements 2

What’s next?

While we are still missing some features (like being able to merge contacts in bulk), these new features are definitely welcome.

If you are looking to take advantage of the new features, or even just the de-duplication tool, head over to your contacts or companies page and select “manage duplicates” in your actions tab. Here you can start reviewing all your contacts HubSpot thinks might be the same.

It is a good idea to establish an ongoing process to frequently merge duplicate contacts that works best for you.

Want to learn more about digital sales and marketing?

Master digital sales and marketing when you join IMPACT+ for FREE. Gain instant access to exclusive courses and keynotes taught by Marcus Sheridan, Brian Halligan, Liz Moorehead, Ann Handley, David Cancel, Carina Duffy, Zach Basner, and more.

Sign up for free
Take a peek

Access hundreds of FREE courses and keynotes

Free Course
Digital Sales & Marketing Framework for Today’s Buyers
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
A New Way to Compete & Win
By: Brian Halligan
View Course Preview View Course Preview
Free Virtual Keynote
How To Genuinely Feel Confident, Be Likable, And Build Trust On Camera
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
The Future of Marketing is Conversational​
By: David Cancel
View Course Preview View Course Preview
Free Deep Dive
HubSpot On a Budget: Getting Started with HubSpot Starter Hubs
By: Courtney Caldwell
View Course Preview View Course Preview
Free Course
Assignment Selling: Content is Your Greatest Sales Tool
By: Marcus Sheridan
View Course Preview View Course Preview
Free Keynote
The Big, Bold, Brave New World of Marketing​
By: Ann Handley
View Course Preview View Course Preview
Free Course
Investing in Incredible Digital Sales and Marketing Results
By: Chris Duprey
View Course Preview View Course Preview
Free Course
How To Show Your Content Makes Money With HubSpot Marketing and Sales Hubs
By: Liz Moorehead
View Course Preview View Course Preview
Free Virtual Keynote
The Visual Sale
By: Marcus Sheridan & Tyler Lessard
View Course Preview View Course Preview
Free Keynote
Marketing Tech: What’s Now, What’s Near and What’s Not Anytime Soon?​
By: Dharmesh Shah
View Course Preview View Course Preview
Free Course
Inbound Lead Generation & Conversion Optimization
By: Carina Duffy
View Course Preview View Course Preview
Free Virtual Keynote
Fundamentals of Videography: You Can Be a Great Videographer Too
By: Zach Basner
View Course Preview View Course Preview
Free Deep Dive
The Ultimate Customer Service Toolkit for Any Budget
By: Andriti Gulati
View Course Preview View Course Preview
Free Course
6 Topics Subject Matter Experts Need to Address
By: Kevin Phillips
View Course Preview View Course Preview
Free Keynote
Fanocracy: The Power of Making Business Personal​
By: David Meerman Scott
View Course Preview View Course Preview
Free Keynote
The Power of Pillar Content
By: Liz Moorehead
View Course Preview View Course Preview
Free Keynote
SEO for the Future
By: Franco Valentino
View Course Preview View Course Preview
Free Course
Fundamentals of Social Media Marketing
By: Stephanie Baiocchi
View Course Preview View Course Preview
Free Deep Dive
A Practical Guide To Video Graphics
By: Colton Trcic
View Course Preview View Course Preview
Free Session
How To Get Your Community To Know, Like, And Trust You With Video
By: Marki Lemons Rhyal
View Course Preview View Course Preview
Free Course
Video Sales and Marketing Strategy
By: Zach Basner
View Course Preview View Course Preview
Here Are Some Related Articles You May Find Interesting

Want to Contribute Content to impactplus.com? Click Here.

IMPACT+ Sign Up
A FREE online learning community with on-demand courses, hundreds of expert-led sessions, thousands of your peers ready to support you, and much more.
Check it out
Hundreds of courses and recorded keynotes, completely FREE
Check it out
Access hundreds of digital sales and marketing courses and recorded keynotes, completely FREE