)
Written by
Table of Contents
“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.”
Native Salesforce-HubSpot integration often creates duplicate contacts during field imports because it lacks sophisticated matching logic and doesn’t provide field-level sync control for existing records, potentially creating new contacts instead of updating existing ones when identifiers don’t match perfectly.
Here’s how to ensure clean field imports without the duplicate contact issues common in native integrations.
Duplicate prevention strategy using Coefficient
Coefficient prevents duplicate contacts through advanced matching logic and separate handling of updates versus new record creation. By importing existing HubSpot contacts first and using Google Sheets for sophisticated matching, you can ensure field imports only update existing records or create genuinely new contacts.
How to make it work
Step 1. Import existing HubSpot contacts for baseline matching.
Pull your current HubSpot contact database to establish the baseline for duplicate detection. This creates the foundation for identifying which Salesforce records should update existing contacts versus create new ones.
Step 2. Import Salesforce data with multiple identifiers.
Bring in the specific Salesforce fields you want to sync, along with multiple identifier fields (email, phone, company name) for robust matching. This multi-identifier approach ensures accurate contact matching even when primary identifiers don’t align perfectly.
Step 3. Create advanced matching logic in spreadsheets.
Use spreadsheet functions for primary matching on email addresses, secondary matching on phone numbers or company combinations, and fuzzy matching for name variations using functions like SEARCH() or FIND(). This comprehensive matching prevents false duplicates while identifying genuine matches.
Step 4. Execute separate operations for updates and new contacts.
Identify which Salesforce records match existing HubSpot contacts (for UPDATE operations) versus truly new contacts (for INSERT operations). Use UPDATE exports for existing contacts to add the selective field import data, and use INSERT exports only for genuinely new contacts – never mix the two operations in a single export.
Clean imports every time
This approach ensures clean selective data sync without duplicate contact issues through complete control over matching criteria and separate handling of updates versus new records. Start importing with confidence today.
