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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’snative duplicate detection can’t perform partial address matching against external Excel data. B2B lead lists often contain address variations like “123 Main St” vs “123 Main Street” or “Suite 100” vs “Ste 100” that prevent exact matches.
Here’s how to create sophisticated address-based duplicate highlighting with conditional formatting that catches variations and abbreviations.
Set up partial address matching with conditional formatting using Coefficient
Coefficientenables sophisticated address-based duplicate detection by importing comprehensive HubSpot address data that you can analyze with advanced Excel conditional formatting workflows. You’ll work with complete address datasets rather than limited export options.
How to make it work
Step 1. Import comprehensive HubSpot address data.
Pull all address fields (street, city, state, zip, country) from both contacts and companies using Coefficient’s custom field selection. This provides complete address datasets for partial matching analysis across multiple HubSpot objects.
Step 2. Create partial address matching formulas.
Build formulas that identify partial matches: Use SEARCH and FIND functions to identify partial street address matches. Try `=IF(AND(ISNUMBER(SEARCH(UPPER(city_excel),UPPER(city_hubspot))), LEN(address_excel)>0), “City Match”, “”)` to find city matches. Handle abbreviations with SUBSTITUTE functions that convert “St.” to “Street”, “Ave.” to “Avenue”, etc.
Step 3. Set up conditional formatting rules.
Create Excel conditional formatting that highlights cells based on your partial address matching formulas. Set up multiple highlighting levels: Yellow for partial street + exact city/state matches, Red for high-confidence duplicates where multiple address components match, Orange for potential matches requiring manual review.
Step 4. Use dynamic filtering for geographic targeting.
Use Coefficient’s dynamic filtering feature to automatically import HubSpot records from specific geographic areas matching your Excel lead list. Filter by state, city, or zip code ranges to reduce dataset size and focus on relevant potential matches.
Step 5. Combine contact and company address validation.
Leverage Coefficient’s association handling to compare both contact and company addresses simultaneously. This catches duplicates where leads might have home addresses in contact records but business addresses in company records: `=IF(OR(contact_address_match, company_address_match), “Address Match Found”, “”)`.
Step 6. Set up automated address duplicate detection.
Configure scheduled imports (daily/weekly) so your address-based duplicate highlighting automatically updates as new addresses are added to HubSpot. Use Coefficient’s Formula Auto Fill Down feature to extend your partial matching formulas to new rows automatically.
Catch address duplicates that exact matching misses
Start buildingPartial address matching with conditional formatting provides far more nuanced duplicate detection than basic address field comparison. You’ll identify potential duplicates even when addresses have common variations and abbreviations.smarter address-based duplicate detection today.
