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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpot can only detect company duplicates based on domain and name, but custom fields like customer codes require external solutions for automated duplicate detection.
Here’s how to set up automated duplicate detection for customer codes with real-time monitoring and alerts.
Set up automated customer code duplicate detection using Coefficient
Coefficient provides superior duplicate detection capabilities for custom fields that HubSpot can’t handle natively. You can import your companies data, apply advanced filtering, and set up automated alerts when duplicate customer codes appear in HubSpot .
How to make it work
Step 1. Import companies data with customer code field.
Connect Coefficient to HubSpot and import your companies object data, specifically including the customer code custom field. Schedule automatic refreshes daily to keep your data current. Use Coefficient’s filtering to exclude inactive companies if needed.
Step 2. Create duplicate detection formulas.
Add this primary formula in an adjacent column: =COUNTIF($B$2:$B$1000,B2)>1 to flag duplicates. For tracking first occurrences, use: =IF(COUNTIF($B$2:B2,B2)>1,”DUPLICATE”,”UNIQUE”). This helps identify which record appeared first.
Step 3. Set up advanced filtering and cross-referencing.
Use Coefficient’s 25-filter capability to focus on specific company types or date ranges. Cross-reference customer codes with associated contacts to identify relationship duplicates that might indicate deeper data issues.
Step 4. Configure automated alerts and cleanup workflow.
Set up Coefficient’s alert system to trigger when new duplicate customer codes are detected. Configure notifications for Slack or email. Use Coefficient’s UPDATE action to export cleaned data back to HubSpot after resolving duplicates.
Transform reactive cleanup into proactive monitoring
This automated approach eliminates manual exports while providing real-time duplicate monitoring for customer codes. Start using Coefficient to catch duplicates before they impact your sales process.
