How to merge duplicate prospect records faster without doing it manually
Deciding which record should survive deduplication across multiple prospecting platforms takes too much time when you are forced to manually merge contacts one at a time. This slows down your workflow and makes routine data cleanup tedious.
What people tried
Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.
Found another way around this?
Share your steps and trade-offs so fellow engineers don't have to reinvent the wheel. No account required.
How to merge duplicate prospect records faster without doing it manually
- 1Opening records manually to check and compare details across Google Maps, Instagram, and LinkedIn.Did this help you?
- 2Manually merging one contact at a time using the Data management Merge duplicate records toolDid this help you?
- 3manually cleaning up database messesDid this help you?
- 4hunting through three apps to figure out what happened with a leadDid this help you?
In their words
Unedited, grouped by where they were said, most upvoted first within each place, each linked to the thread it came from.
“is there any way to do this faster than to just manually merge one contact as a time using the Data management, Merge duplicate records tool in HubSpot?”source ↗
“The annoying part is deciding which record should actually survive the dedupe.”source ↗
“You dont realize how fast your database turns into complete mess until you got three versions of same contact and nobody knows which one has the right phone number”source ↗
“Not having it and cleaning it up is a disaster.”source ↗
Where this came up
People with this problem also raised
- 3How to delete an entire uploaded file of duplicate transactions?
- 21How to clean up messy CRM data after importing
- 3Why do I have to type the same invoice into multiple systems?
- 2How to automatically link a contact to all company tickets
- 14How do you know HubSpot and QuickBooks are still in sync?
- 6Can QuickBooks Spreadsheet Sync do reports and journal entries together?