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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’snative duplicate management can’t effectively identify all company duplicates, especially when comparing against external Excel lead lists. When your CRM contains multiple entries for the same company with slight name variations, lead deduplication becomes complex and error-prone.
Here’s how to handle HubSpot’s internal company duplicates during lead deduplication with comprehensive data analysis and consolidation workflows.
Manage company duplicates for accurate lead deduplication using Coefficient
Coefficientprovides superior capabilities for handling HubSpot’s internal company duplicates by importing comprehensive company and contact data with association handling. You can reveal hidden duplicate patterns and create consolidated matching workflows.
How to make it work
Step 1. Import companies with association data.
Pull both HubSpot companies and their associated contacts simultaneously using Coefficient’s association handling features. Choose “Row Expanded” display to see all contact-company relationships, which reveals duplicate company patterns that aren’t obvious from company names alone.
Step 2. Create domain-based duplicate detection.
Import company domains and use Excel COUNTIF functions to identify multiple companies sharing the same domain: `=COUNTIF(domain_column, A2)>1`. This catches duplicates like “ABC Corp” and “ABC Corporation” that share “abccorp.com” but have different names in HubSpot.
Step 3. Set up phone and address clustering.
Group companies by main phone numbers and addresses to identify duplicates with different names but same contact information: `=COUNTIFS(phone_column, B2, address_column, C2)>1`. This reveals companies at the same location with slight name variations.
Step 4. Identify master company records.
Import companies with associated contact counts and creation dates, then use Excel formulas to identify the “master” company record: `=IF(AND(contact_count=MAX(contact_count), creation_date=MIN(creation_date)), “Master”, “Duplicate”)`. Typically choose the oldest record with the highest contact count as the master.
Step 5. Build consolidated company lookup tables.
Create Excel lookup tables that map all company name variations to master company records: Use VLOOKUP or XLOOKUP to ensure your lead deduplication catches matches against any company duplicate variation. This prevents leads from appearing as “new” when they match a duplicate company instead of the master.
Step 6. Set up advanced filtering for duplicate groups.
Use Coefficient’s filtering capabilities (up to 25 filters with AND/OR logic) to focus on specific company duplicate scenarios. Filter by domain to see all companies sharing websites, filter by phone area codes to identify regional duplicate patterns, or filter by recent creation dates to catch newly created duplicates.
Step 7. Monitor for new duplicates with alerts.
Set up scheduled imports with Slack/email alerts to notify when new potential company duplicates are created in HubSpot. Use variables in alerts to show specific duplicate details like shared domains or phone numbers, enabling proactive duplicate prevention.
Eliminate duplicate company confusion in lead matching
Start managingComprehensive company duplicate handling ensures your lead deduplication works accurately even when HubSpot contains multiple entries for the same company. You’ll catch all potential matches regardless of which company variation your leads match against.company duplicates effectively today.
