HubSpotYou can prevent duplicate contacts when automatically syncing Google Sheets toby using UPDATE export actions instead of always creating new records. This approach identifies existing contacts by email and updates their information rather than creating duplicates.
Here’s how to set up duplicate prevention that maintains clean contact data across automated sync operations.
Prevent duplicate contacts with smart export actions using Coefficient
Coefficientprovides advanced export actions that handle duplicate prevention automatically. Instead of HubSpot’s manual CSV process that can create duplicates, Coefficient’s UPDATE functionality identifies existing records and modifies them rather than creating new ones.
How to make it work
Step 1. Configure UPDATE export actions for existing contact management.
Set up your Coefficient export to use UPDATE instead of INSERT for contact records. This tells the system to look for existing HubSpot contacts with matching email addresses and update their information rather than creating new duplicate records.
Step 2. Set up conditional exports with duplicate checking logic.
Create conditional export rules that check for existing records before creating new ones. Use validation logic to identify potential duplicates based on email addresses or other unique identifiers before they reach HubSpot.
Step 3. Implement data validation for consistent email formatting.
Add pre-export validation to clean and standardize email formatting across your Google Sheets data. This ensures consistent email matching and prevents duplicates caused by formatting differences like extra spaces or case variations.
Step 4. Use record matching for complex duplicate scenarios.
Configure automatic identification of existing HubSpot contacts based on multiple criteria beyond just email addresses. This handles cases where contacts might have slight variations in email format or where you need to match on additional unique identifiers.
Maintain clean contact data automatically
Set upSmart duplicate prevention ensures your automated sync operations maintain data integrity without creating the cleanup overhead that manual CSV imports typically require.your duplicate-free sync system today.