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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 CSV import offers basic duplicate handling, but field prospecting needs more control. You need to decide which data to keep, update, or merge without losing existing relationships.
Here’s how to get sophisticated duplicate management that gives you precise control over how prospecting data integrates with existing contacts.
Get advanced duplicate detection and resolution using Coefficient
CoefficientHubSpot’sHubSpotprovides sophisticated duplicate handling that exceedsnative CSV import options. You get granular control over duplicate resolution with multiple matching criteria and flexible update options forintegrations.
How to make it work
Step 1. Set up pre-import duplicate detection.
Before creating any records, Coefficient compares incoming prospecting data against existing HubSpot contacts. Review potential duplicates and make decisions before any data is processed, preventing unwanted duplicate creation.
Step 2. Configure flexible duplicate resolution options.
Choose from UPDATE (modify existing contacts with new prospecting data), INSERT (create new contacts only for truly new prospects), or custom logic that updates some fields while preserving others based on your prospecting workflow needs.
Step 3. Use multiple matching criteria beyond email addresses.
Identify duplicates using phone numbers, company names, or custom property combinations that match your prospecting process. This catches duplicates that email-only matching misses, especially for prospects with multiple email addresses.
Step 4. Set up conditional export logic for complex scenarios.
Create rules where contacts are only created or updated when specific conditions are met. This prevents unwanted duplicate creation during bulk prospecting imports while ensuring legitimate updates go through.
Step 5. Preserve existing HubSpot associations during updates.
When updating existing contacts with new prospecting data, Coefficient maintains existing associations to deals, companies, and other records. This prevents the data loss that can occur with manual CSV merging approaches.
Step 6. Enable audit trail tracking for duplicate handling decisions.
Track when and how duplicate contacts were handled during prospecting imports. This provides accountability for data management decisions and helps refine your duplicate handling process over time.
Take control of duplicate contact management
Start usingStop losing data or creating unwanted duplicates during prospecting imports. Get the precise control you need to integrate new prospect data with existing contacts properly.Coefficient for sophisticated duplicate handling.
