Identify HubSpot duplicates using any field and flexible matching

Even if your data has inconsistent formatting, typos, non-standardized values, or incomplete data, you can apply flexible matching rules to identify duplicates. Companies use multiple domains like acme.com, acme.co.uk, or eu.acme.com? You can still match them using the main domain "acme". External ID from ERP or other? Dedup by that field.

Control master selection based on engagements or field values

Priority-based master selection rules, using any standard or custom field. For example: - Highest number of emails clicked, then highest opened, then lowest bounced. - Not Role-Based email (info@, etc.) - Lifecycle Stage is Customer, then MQL, then Lead. - Email is B2B instead of free provider (Gmail, etc.) - Domain does not have a subdomain.

Preview changes before they go live

- Simulate and test the deduplication process safely before any changes are made in HubSpot. - Get a CSV report of all duplicate records that includes all relevant fields for complete context and transparency about the master selection process. - Filter and segment records for deduplication. - Monitor and detect data quality issues automatically.

Bulk merge HubSpot duplicates and automate the deduplication process

- Bulk merge thousands of duplicates with just a few clicks. - Date-based schedule for automation. - Use HubSpot Workflows actions to trigger deduplication right when a visitor fills out a form and before the nurturing email is sent. - Audit Trail of every operation is stored and available at any time for download. - Automated reports and alerts.

Deduplicate HubSpot and Salesforce simultaneously and keep them synced

Ensure that both your HubSpot and Salesforce databases are deduplicated and that the sync remains active after the merge. The result is pairs of master records, one on each platform, that remain in sync. Deduplicate across Lead and Contact records in Salesforce. Merge Companies in HubSpot even when the HubSpot-Salesforce sync is active.