)
Written by
Table of Contents
“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.”
You can avoid duplicate accounts when selectively migrating from Zoho to HubSpot by implementing pre-migration duplicate detection that validates against existing HubSpot data before creating new records.
This proactive approach prevents duplicate creation rather than requiring cleanup afterward, maintaining clean CRM data throughout your selective migration process to HubSpot .
Implement robust duplicate prevention using Coefficient
Coefficient provides robust duplicate prevention capabilities through its bi-directional data access and validation features. You can cross-reference existing HubSpot data with Zoho accounts before migration to ensure clean data transfer.
How to make it work
Step 1. Set up pre-migration duplicate detection.
Import existing HubSpot companies using Coefficient to create a reference list, then import target Zoho accounts for migration into a separate sheet. Use VLOOKUP or INDEX/MATCH formulas to cross-reference company names, domains, or phone numbers, and create validation columns that flag potential duplicates before migration.
Step 2. Execute advanced duplicate checking with data normalization.
Normalize data formats using spreadsheet functions like TRIM, UPPER, and domain extraction to ensure accurate matching. Check multiple matching criteria including company name variations, website domains, and phone numbers. Use fuzzy matching techniques with spreadsheet formulas to catch similar but not identical names.
Step 3. Create conditional migration logic based on duplicate status.
Set up conditional exports that only migrate accounts where duplicate check equals “CLEAR”. Create UPDATE actions for accounts that should merge with existing HubSpot records and use INSERT actions only for verified new accounts. Flag accounts for manual review when potential matches are found.
Step 4. Maintain real-time validation throughout migration.
Schedule regular HubSpot imports to keep the duplicate reference list current and set up automated alerts when potential duplicates are detected. Use Coefficient’s refresh capabilities to validate against the latest HubSpot data before each migration batch.
Prevent duplicates before they happen
Native HubSpot import tools only check duplicates after upload, potentially creating cleanup work. Coefficient’s live bi-directional connectivity allows pre-migration validation against current HubSpot data, preventing duplicates before they’re created and ensuring clean selective account migration. Start preventing duplicate accounts in your Zoho to HubSpot migration.
