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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.”
When duplicate contacts have different values for the same property, you need systematic rules to decide which data to keep. Email addresses, phone numbers, and lifecycle stages often conflict across duplicate records, requiring smart resolution logic.
Here’s how to create automated conflict resolution that preserves the most valuable data from each duplicate group.
Resolve property conflicts with intelligent merge logic using Coefficient
CoefficientHubSpotenables sophisticated conflict resolution by providing livedata access and advanced spreadsheet functionality for automated decision-making.
How to make it work
Step 1. Create priority-based merge formulas.
Useto prioritize non-empty values across duplicate records. This formula checks the first record for data, then falls back to the second and third records if the first is empty.
Step 2. Apply recency-based conflict resolution.
For time-sensitive data, usewhere column E contains last modified dates. This selects the most recently updated value for each property.
Step 3. Combine multiple data sources intelligently.
For comprehensive contact information, concatenate phone numbers:to preserve all contact methods. Merge note fields withto maintain complete interaction history from all duplicate records.
Step 4. Implement lifecycle stage progression rules.
Create a lookup table for lifecycle stage priorities: Marketing Qualified Lead = 1, Sales Qualified Lead = 2, Opportunity = 3. Useto keep the most advanced stage.
Step 5. Flag conflicts requiring manual review.
Useto identify properties where duplicates have different non-empty values. Focus manual attention on mission-critical conflicts while automating routine merges.
Step 6. Create audit trails for merge decisions.
Document your choices with formulas like. This creates a record of merge logic for compliance and rollback purposes.
Merge duplicates without losing valuable data
Start your free trialSystematic conflict resolution ensures you keep the best information from each duplicate record while maintaining complete audit trails. Ready to implement intelligent merge logic?and resolve conflicts automatically.
