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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.”
HubSpotYes, connecting multiple lead generation tools tofrequently creates duplicate contacts due to different email formats, name variations, multiple tools capturing the same lead, and timing issues where contacts are created simultaneously.
But you can prevent these duplicates with sophisticated deduplication logic that maintains data quality as new leads arrive from multiple sources.
Duplicate prevention using Coefficient
CoefficientHubSpotprovides sophisticated deduplication and prevention capabilities that eliminate the data quality issues and sales confusion that commonly result from uncontrolled multi-tool lead generation setups. This approach prevents duplicates before they reach.
How to make it work
Step 1. Create master lead staging area.
Import leads from all your lead generation tools into a single Google Sheets workspace using Coefficient’s multiple data source connections. This creates a unified view before any data reaches HubSpot, allowing for comprehensive deduplication.
Step 2. Implement advanced deduplication logic.
Build formulas that identify potential duplicates using multiple matching criteria. Check for exact email matches with =COUNTIF(), similar company names with same domain using =RIGHT() and =FIND() functions, phone number variations, and name similarity using =UPPER() and =TRIM() functions.
Step 3. Apply intelligent filtering before HubSpot import.
Use Coefficient’s Filtering Imports with up to 25 filters to exclude leads that already exist in HubSpot. Set up Dynamic Filtering that references your existing HubSpot contact list to prevent duplicates in real-time as new leads arrive.
Step 4. Create lead scoring and prioritization.
When potential duplicates are identified, use formulas to determine which source provides the most complete or recent data. Prioritize leads based on data quality scores, source reliability ratings, or recency timestamps to choose the best version.
Step 5. Execute controlled HubSpot imports.
Use Coefficient’s Conditional Exports to only INSERT leads that pass deduplication checks. Set up UPDATE actions for existing contacts to enrich their data rather than creating duplicates, maintaining data quality while adding new information.
Step 6. Monitor duplicate creation with alerts.
Configure Coefficient’s Alerts to notify you when potential duplicates are detected, allowing for manual review of edge cases before they enter HubSpot. Set up notifications for unusual patterns that might indicate new duplication sources.
Step 7. Maintain clean data ongoing.
Set up Snapshots to preserve clean lead data states and use Scheduled Exports to maintain data quality as new leads arrive from multiple sources. This creates an ongoing quality control system.
Prevent duplicates before they start
Start preventingThis approach prevents the data quality issues and sales confusion that commonly result from uncontrolled multi-tool lead generation setups.duplicate contacts while maximizing your lead generation effectiveness.
