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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’s native duplicate management creates duplicates first, then requires separate cleanup workflows, which becomes unmanageable when processing hundreds of daily sales transactions.
Here’s how to prevent duplicates proactively through advanced validation that stops problematic records before they ever reach your CRM.
Prevent sales duplicates before they reach HubSpot using Coefficient
Coefficient prevents duplicates proactively through spreadsheet-based validation and UPDATE operations. This approach maintains data integrity for high-volume sales tracking without the post-processing overhead that HubSpot native imports require when dealing with HubSpot duplicate management.
How to make it work
Step 1. Import existing HubSpot sales data into a reference sheet for comparison.
Use Coefficient to pull your current HubSpot sales records into a separate sheet. This creates a lookup table for cross-referencing transaction IDs against previously imported data using VLOOKUP formulas.
Step 2. Create lookup formulas to check new transactions against existing records.
Set up validation formulas like `=IF(ISERROR(VLOOKUP(A2,ExistingData!A:A,1,FALSE)),”NEW”,”DUPLICATE”)` to identify potential duplicates before export. Use conditional formatting to visually highlight problematic records.
Step 3. Configure exports to UPDATE flagged records instead of creating new ones.
Use Coefficient’s UPDATE operations for records that already exist in HubSpot. Set up conditional logic: `=IF(B2=”DUPLICATE”,”UPDATE”,”INSERT”)` to determine the appropriate export action for each record.
Step 4. Set up unique identifier mapping to ensure accurate record matching.
Map to HubSpot’s Object ID fields to ensure precise record matching. Use Association Management to preserve existing relationships when updating duplicate records, maintaining data integrity across your CRM.
Step 5. Implement conditional exports to only process records passing validation checks.
Configure Scheduled Exports to only send records marked as “EXPORT” after passing all duplicate validation checks. This prevents any questionable data from reaching HubSpot automatically.
Maintain clean sales data at scale
This proactive approach prevents duplicates from entering your system, maintaining high-volume sales tracking data integrity without requiring post-import cleanup workflows. Start preventing sales duplicates before they reach HubSpot today.
