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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.”
Duplicate deal names create serious risks during bulk updates because HubSpot’s native import tool can unpredictably update the wrong records. You need sophisticated detection and resolution strategies to ensure updates hit the intended deals.
Here’s how to identify duplicate deal names before updating and implement multi-field matching strategies that eliminate the risk of modifying wrong records.
Detect and resolve duplicate deal names safely using Coefficient
Coefficient provides advanced tools for handling duplicate deal names through enhanced matching criteria and filtering capabilities. You can visualize and resolve duplicate scenarios with full transparency before any updates occur.
How to make it work
Step 1. Import deal data and detect duplicates before updating.
Pull all relevant deals and useto identify duplicate deal names. Create a filter to isolate duplicates for separate handling before attempting any bulk updates.
Step 2. Implement multi-field matching for unique identification.
Combine deal names with additional fields to create unique identifiers. Use formulas liketo match on multiple criteria simultaneously.
Step 3. Use advanced filtering to reduce duplicate risks.
Apply Coefficient’s filtering capabilities (up to 25 filters with AND/OR logic) to isolate specific deal subsets. Filter by Deal Stage, Deal Owner, Company Name, or date ranges to minimize the chance of duplicate matches.
Step 4. Create staged update processes for different scenarios.
Process unique deal names first using standard matching, then handle duplicates separately with enhanced matching criteria. Use date-based logic like Close Date or Create Date to distinguish between similarly named deals when needed.
Step 5. Build validation specifically for duplicate scenarios.
After updates, verify that only intended records were modified usingto catch any duplicate-related errors.
Step 6. Implement manual review workflows for complex duplicates.
Filter duplicates that can’t be resolved through multi-field matching into separate tabs for individual review. This ensures 100% accuracy for edge cases while maintaining efficiency for the bulk of your updates.
Update with confidence despite duplicates
This approach eliminates the guesswork around which duplicate record will be updated while providing complete visibility into your matching logic. Start handling duplicate deal names safely with Coefficient’s advanced matching capabilities.
