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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 doesn’t work on deal objects, making it impossible to detect duplicates based on custom order IDs without manual intervention.
Here’s how to set up sophisticated duplicate detection for deals using custom order IDs, including cross-pipeline monitoring and automated alerts.
Detect duplicate deals by order ID using Coefficient
Coefficient bridges the gap in HubSpot’s duplicate detection by enabling custom identifier validation for deals data. You can monitor across multiple pipelines, validate deal amounts, and set up automated responses when duplicates appear in HubSpot .
How to make it work
Step 1. Import deals data with custom order ID field.
Connect Coefficient to HubSpot and import your deals object with the custom order ID field included. Apply filtering to focus on active deals only (deal stage ≠ “Closed Lost” or “Closed Won”). This reduces noise and focuses on actionable duplicates.
Step 2. Create comprehensive duplicate detection formulas.
Use this formula for basic detection: =COUNTIFS($C$2:$C$1000,C2,$D$2:$D$1000,”<>“&””) which excludes empty order IDs. For deal amount validation, add a comparison to flag same order IDs with different values. Include timeline analysis with: =COUNTIFS($C$2:$C$1000,C2,$E$2:$E$1000,”>=”&E2-30) to find duplicates within 30 days.
Step 3. Set up cross-pipeline and stage-based monitoring.
Import deals from all pipelines to detect order IDs appearing across multiple sales processes. Create different validation rules based on deal stage progression. Flag scenarios where the same order ID appears with significantly different deal values.
Step 4. Configure automated alerts and response system.
Set up Coefficient’s automated alerts to trigger on new duplicate detections. Configure different notification levels – immediate alerts for high-value deal duplicates, batched notifications for others. Use conditional exports to automatically update deal properties when duplicates are resolved.
Prevent revenue leakage from duplicate deals
This comprehensive approach provides real-time duplicate monitoring specifically tailored for deal management workflows. Get started with Coefficient to protect your sales pipeline from duplicate deal issues.
