How To Merge Duplicate HubSpot Contacts
Posted: Wed Dec 04, 2024 8:18 am
Duplicate contacts in your CRM present a persistent challenge. They clutter the database and lead to inefficiencies in communication, sales, and marketing. Streamlining your business operations requires knowing how to merge duplicate HubSpot contacts, but before you do so, there are a few things to consider
Duplicates come from many sources; for example, a customer skype database may inadvertently fill out multiple forms. The integration of two or more applications, the import of external data sources into HubSpot, and manual data entry can also result in duplicates. In short, duplicate contacts are easy to create, but can be trickier to get rid of.
Although HubSpot equips users with tools to merge duplicate contacts, these tools are not without limitations. Users often find themselves navigating through a labyrinth of data, trying to identify and rectify duplicates without compromising data integrity. Such a process takes a lot of time and errors are common. Often, companies opt for merging only a fraction of their total HubSpot duplicates and accepting the negative ramifications of the remaining duplicates.
But leaving duplicates unaddressed is a mistake that will affect many areas of your business. Duplicate contacts distort customer insights, lead to misdirected marketing efforts, and ultimately impact the bottom line. Efficient management of these duplicates is not just a matter of data hygiene, but a critical component of effective CRM practices.
Duplicates come from many sources; for example, a customer skype database may inadvertently fill out multiple forms. The integration of two or more applications, the import of external data sources into HubSpot, and manual data entry can also result in duplicates. In short, duplicate contacts are easy to create, but can be trickier to get rid of.
Although HubSpot equips users with tools to merge duplicate contacts, these tools are not without limitations. Users often find themselves navigating through a labyrinth of data, trying to identify and rectify duplicates without compromising data integrity. Such a process takes a lot of time and errors are common. Often, companies opt for merging only a fraction of their total HubSpot duplicates and accepting the negative ramifications of the remaining duplicates.
But leaving duplicates unaddressed is a mistake that will affect many areas of your business. Duplicate contacts distort customer insights, lead to misdirected marketing efforts, and ultimately impact the bottom line. Efficient management of these duplicates is not just a matter of data hygiene, but a critical component of effective CRM practices.