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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.”
HubSpotComplex VBA macros are difficult to maintain and break easily whenupdates its API. You need a no-code automation solution that handles lead deduplication reliably without requiring programming skills or ongoing macro maintenance.
Here’s how to set up complete automation for HubSpot lead deduplication with scheduling, alerts, and formula management that works without any coding.
Build no-code deduplication automation using Coefficient
Coefficientprovides a complete automation framework that eliminates the need for VBA macros while delivering superior functionality. You get scheduled data imports, automatic formula application, and intelligent alerting without writing a single line of code.
How to make it work
Step 1. Set up scheduled data imports.
Configure automatic imports of relevant HubSpot data (contacts, companies, deals) to run hourly, daily, or weekly. The sidebar “Connected Sources” menu handles all scheduling without any coding. Your deduplication always works against current CRM data without manual intervention.
Step 2. Enable automatic formula application.
Use Formula Auto Fill Down to automatically apply your deduplication formulas to new HubSpot data as it’s imported. When new contacts or companies are added during scheduled refreshes, your matching logic extends to new rows automatically, maintaining consistent duplicate detection.
Step 3. Configure intelligent alert systems.
Set up Slack and email alerts triggered by new duplicate matches detected during scheduled refreshes, changes in existing HubSpot records that affect duplicate status, or completion of scheduled deduplication processes. Use variables for personalized alerts showing specific duplicate details like company names and confidence scores.
Step 4. Create dynamic filtering automation.
Point filter values to specific spreadsheet cells containing your lead list criteria. This automatically adjusts HubSpot data imports based on your current deduplication needs without manual filter updates. As you modify your lead list, the system adapts automatically.
Step 5. Set up historical tracking with snapshots.
Capture historical copies of your deduplication results on a scheduled basis (daily to monthly). This preserves audit trails of duplicate detection over time while your original imports continue refreshing with new data.
Step 6. Automate data cleanup actions.
Use scheduled exports with conditional logic to push cleaned lead data back to HubSpot automatically. UPDATE existing records with standardized data formats, INSERT new qualified leads, or add contacts to specific lists based on deduplication results – all without manual intervention.
Run deduplication on autopilot
Start automatingNo-code automation provides more robust and reliable deduplication than custom VBA solutions while being far easier to set up and maintain. Your lead deduplication runs consistently without breaking when APIs change.your HubSpot lead deduplication today.
