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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.”
While you can’t fully automate HubSpot record merging due to the complex record consolidation required, you can dramatically streamline the identification and preparation process. HubSpot’s native tools struggle with bulk duplicate detection using unique identifiers stored in custom fields.
Here’s how to efficiently identify duplicates in bulk and prepare them for merging, making the manual merge process much faster and more accurate.
Streamline bulk duplicate identification using Coefficient
Coefficient excels at bulk duplicate identification using unique identifiers stored in custom fields, though the actual merging must be completed within HubSpot since it involves complex record consolidation that requires HubSpot CRM-level operations.
How to make it work
Step 1. Import comprehensive data for analysis.
Use Coefficient to pull all relevant HubSpot objects with your unique identifier custom fields like contract numbers or customer codes. This captures your complete dataset for thorough duplicate analysis.
Step 2. Set up advanced bulk duplicate detection.
Use array formulas to process thousands of records simultaneously, create multi-identifier matching to check duplicates across multiple unique identifiers in one operation, and implement confidence scoring to assign match confidence levels for different types of duplicates.
Step 3. Group and prioritize duplicates for merging.
Group duplicate records by unique identifier values, rank records within each group by criteria like creation date, data completeness, or activity level, and identify primary records that should be kept during merge operations.
Step 4. Generate merge preparation lists.
Create export lists showing primary records and duplicates to merge, build merge instruction sheets with specific field mapping recommendations, and export priority rankings back to HubSpot as custom properties for sales team guidance.
Step 5. Prepare for HubSpot merge operations.
Use Coefficient’s snapshot feature to backup data before bulk merge operations, create filtered views that isolate duplicate groups for systematic processing, and generate merge checklists to ensure no important data gets lost during consolidation.
Make bulk merging manageable and accurate
This hybrid approach maximizes efficiency by using Coefficient for identification and preparation, then leveraging HubSpot’s bulk merge tools for the actual consolidation process. Start streamlining your bulk duplicate identification today.
