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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.”
HubSpotNativereporting can’t perform complex multi-field comparisons across external Excel data. You need a way to import exactly the fields you need for comparison and create sophisticated matching workflows that go beyond single-field duplicate detection.
Here’s how to set up multi-field deduplication that compares company names, domains, phone numbers, and addresses simultaneously for more accurate duplicate identification.
Set up multi-field deduplication workflows using Coefficient
Coefficientexcels at multi-field deduplication by providing comprehensive HubSpot data imports with custom field selection and association handling. You can pull exactly the data you need and create composite matching keys that compare multiple criteria at once.
How to make it work
Step 1. Import HubSpot data with custom field selection.
Choose exactly the fields you need for comparison – company name, domain, phone, address, industry, or any custom properties. This creates a focused dataset optimized for multi-field matching rather than working with generic export files that may be missing key data.
Step 2. Set up association handling for comprehensive comparisons.
Pull associated records using Coefficient’s association options. For example, import companies with their associated contacts’ email domains, phone numbers, and addresses. Choose “Row Expanded” display to see all relationships, which reveals more potential matching criteria.
Step 3. Create composite matching keys.
Build Excel formulas that combine multiple fields into single comparison strings. Use CONCATENATE or the & operator to create keys like: `=UPPER(A2)&”|”&B2&”|”&LEFT(C2,3)` where A2 is company name, B2 is domain, and C2 is phone number. This creates unique identifiers that must match across multiple fields.
Step 4. Apply advanced filtering for targeted matching.
Use up to 25 filters across 5 filter groups to pre-filter HubSpot data before comparison. Filter by company size, industry, and creation date to focus multi-field matching on the most relevant potential duplicates, reducing processing time and false positives.
Step 5. Set up dynamic comparisons.
Point filter values to spreadsheet cells containing your Excel lead data using Coefficient’s dynamic filtering. This creates comparisons that automatically adjust as you modify your lead list, making the process more interactive and flexible.
Catch duplicates that single-field matching misses
Build yourMulti-field deduplication provides far more sophisticated duplicate detection than HubSpot’s native single-field matching. You’ll catch variations like companies with slightly different names but identical domains and phone numbers.multi-field deduplication workflow today.
