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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 native deduplication relies primarily on email matching and lacks sophisticated logic for handling contacts that exist in multiple contexts as both product users and sales prospects.
Here’s how to create advanced deduplication rules that preserve both sales and product data without conflicts or lost information.
Apply sophisticated deduplication logic using spreadsheet-based data processing
Coefficient provides superior deduplication capabilities through spreadsheet-based processing. You can import existing HubSpot contacts, apply complex matching logic using multiple criteria, and create merge rules that preserve critical data from both contexts.
How to make it work
Step 1. Import current HubSpot contacts with all relevant properties.
Pull existing contact records including sales data (lead source, deal stage, last activity) and any existing product data (usage metrics, subscription status, feature adoption). This establishes your baseline dataset.
Step 2. Import new user data from product systems.
Bring in fresh product user data that may include existing contacts. Include all available identifiers like email, phone, company domain, and any custom user IDs that could help with matching.
Step 3. Apply multi-criteria matching logic.
Use advanced spreadsheet functions to identify duplicates across multiple fields: =IF(OR(COUNTIF(HubSpot_Emails,B2)>0,COUNTIF(HubSpot_Phones,C2)>0,COUNTIF(HubSpot_Domains,D2)>0),”Duplicate”,”New”). This catches matches that email-only deduplication would miss.
Step 4. Create merge rules that preserve both sales and product data.
Build logic that combines information appropriately. For sales prospects who become product users, append usage data without overwriting lead source. For product users who enter sales processes, add sales context while preserving usage history.
Step 5. Export clean, deduplicated records back to HubSpot .
Use Coefficient’s field mapping capabilities to ensure data goes to the correct properties. Set up conditional exports that prevent overwriting critical sales data with product information and vice versa.
Maintain data integrity across user contexts
This approach provides much more sophisticated deduplication than HubSpot’s basic email matching while preserving valuable context from both sales and product interactions. Build your advanced deduplication system today.
