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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’s native duplicate detection tool doesn’t work with custom fields like contract numbers, forcing you into tedious manual exports and VLOOKUP functions in spreadsheets.
Here’s how to automate duplicate detection for contract numbers and set up real-time monitoring that catches duplicates as they appear.
Automate contract number duplicate detection using Coefficient
Coefficient creates a live connection between HubSpot and your spreadsheet, letting you detect duplicates in custom fields that HubSpot can’t handle natively. Your data stays synchronized automatically, and you can set up alerts to catch new duplicates immediately.
How to make it work
Step 1. Connect HubSpot to Coefficient and import your contacts data.
Install Coefficient in your spreadsheet and connect to HubSpot. Import your contacts data, making sure to include the contract number custom field. Set up automatic refresh to run hourly or daily so your data stays current.
Step 2. Create duplicate detection formulas.
In an adjacent column, add this COUNTIF formula: =COUNTIF(B:B,B2) (where column B contains your contract numbers). This counts how many times each contract number appears. Any result greater than 1 indicates a duplicate.
Step 3. Set up conditional formatting to highlight duplicates.
Apply conditional formatting to highlight cells where the count is greater than 1. This makes duplicates visually obvious at a glance. You can also create a separate column with =IF(COUNTIF(B:B,B2)>1,”DUPLICATE”,”UNIQUE”) for clearer labeling.
Step 4. Configure automated alerts for new duplicates.
Use Coefficient’s alert system to notify you via Slack or email when new duplicates appear. Set the trigger to activate when new rows are added or when cell values change in your duplicate status column.
Stop chasing duplicates manually
This automated approach eliminates manual exports and gives you real-time duplicate monitoring that scales with your database. Try Coefficient to transform your duplicate detection from reactive cleanup to proactive prevention.
