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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 duplicate detection can’t continuously monitor custom fields, forcing you into manual export and import cycles that are time-consuming and error-prone. You need a way to check custom field duplicates automatically without constant manual work.
Here’s how to establish a seamless, continuous connection with advanced duplicate checking that runs automatically in the background.
Establish continuous duplicate monitoring using Coefficient
Coefficient provides seamless, continuous connection between HubSpot and spreadsheets with advanced duplicate checking capabilities that HubSpot simply can’t match for custom fields.
How to make it work
Step 1. Set up your live data pipeline.
Establish Coefficient connection to HubSpot with scheduled imports refreshing every hour or in real-time. Select all relevant objects like contacts, companies, and deals along with their custom fields containing unique identifiers.
Step 2. Create an advanced duplicate detection matrix.
Build multiple detection layers: Single field checking to monitor individual custom fields for exact duplicates, multi-field combinations that check for duplicates across field combinations like customer ID plus region, cross-object detection to identify duplicates between different HubSpot objects, and pattern recognition using spreadsheet functions to detect similar patterns and formatting variations.
Step 3. Configure continuous monitoring features.
Set up real-time updates so new records are automatically checked against existing data, use Coefficient’s snapshot feature to track duplicate trends over time, and enable change detection to monitor when existing records develop duplicate values.
Step 4. Implement smart filtering and segmentation.
Apply up to 25 filters to focus duplicate checking on specific record types, use dynamic filters pointing to spreadsheet cells for flexible duplicate criteria, and segment duplicate checking by business units, regions, or time periods.
Step 5. Build an automated response system.
Configure instant alerts for Slack or email notifications when duplicates are detected, create dashboard updates with live duplicate count summaries and trend analysis, and set up export actions to automatically flag or update records in HubSpot when duplicates are found.
Never manually check for duplicates again
This continuous connection eliminates manual duplicate checking while providing sophisticated detection capabilities that HubSpot can’t achieve with custom fields alone. Connect your HubSpot data today for automated duplicate monitoring.
