How do I clean duplicate contacts within Hubspot?

Q: What are duplicate contacts in HubSpot?

A: Duplicate contacts in HubSpot are multiple records in your contacts database that represent the same person or company.

Q: Why is it important to clean duplicate contacts in HubSpot?

A: Cleaning duplicate contacts in HubSpot is important because it helps you maintain an accurate and organized database. Having duplicate records can lead to confusion, wasted resources, and inaccurate reporting.

Q: How do I find duplicate contacts in HubSpot?

A: HubSpot has a built-in tool called "deduplication" that automatically finds and merges duplicate contacts based on certain criteria. To use this tool, follow these steps:

1. Go to your HubSpot account and navigate to the Contacts tool.
2. Click on the "Actions" dropdown menu and select "Deduplicate."
3. Choose the criteria you want to use for deduplication, such as email address or company name.
4. Click "Preview duplicates" to see a list of potential duplicate contacts.
5. Review the list and select the contacts you want to merge.
6. Click "Merge contacts" to merge the selected contacts into a single record.

Q: Can I merge contacts manually in HubSpot?

A: Yes, you can merge contacts manually in HubSpot. To do this, follow these steps:

1. Go to your HubSpot account and navigate to the Contacts tool.
2. Find the contacts you want to merge and select them by checking the box next to their names.
3. Click on the "Actions" dropdown menu and select "Merge."
4. Choose the primary contact record and click "Merge."
5. Review the merged contact record to ensure all information is accurate.

Q: How can I prevent duplicate contacts from being created in HubSpot?

A: HubSpot offers several ways to prevent duplicate contacts from being created:

• Use a unique identifier, such as email address, to identify and merge duplicate records.
• Use HubSpot's lead capture forms and landing pages, which automatically check for existing contacts before creating a new one.
• Use HubSpot's API to programmatically check for and prevent duplicates.
• Regularly review and clean your database to ensure accuracy and prevent duplicates.

Q: Can I undo a contact merge in HubSpot?

A: No, once you merge contacts in HubSpot, the action is permanent and cannot be undone. It is recommended to preview the duplicates and review the merge before finalizing it.