The Ultimate Guide to Your New De-duplication Tool in HubSpot
Posted by Kaira Turner on February 8th, 2023
Are you trying to refine your HubSpot account and make it more efficient? If so, look no further than the latest de-duplication tool in HubSpot. While it’s not a new feature, many people still don’t know about this powerful tool and how it can help them better manage their contact databases. In this guide, we will discuss all you need to know about the de-duplication tool in HubSpot, from setting up duplicate rules to removing duplicates and more. Read on to learn how you can start using this powerful tool now!
What is De-duplication?
De-duplication is the process of removing duplicate records from your HubSpot account. This can be done manually or automatically, but either way, it's a good idea to keep your HubSpot account as clean as possible to avoid confusion and maintain good data quality.
There are a few different ways that you can de-duplicate your HubSpot account:
Manual De-duplication:
This is the process of going through your HubSpot account and manually identifying and deleting duplicate records. This can be a time-consuming process, but it's the most accurate way to ensure that all duplicates are removed.
Automatic De-duplication:
This is the process of setting up rules in HubSpot that will automatically identify and delete duplicate records. This is a less time-consuming option than manual de-duplication, but it may not be as accurate.
De-duplication Tools:
There are a few different hubspot duplicate contacts available for HubSpot users. These tools can automate the de-duplication process and make it easier and faster to remove duplicates from your account.
How to deduplicate your data
If you've recently implemented a HubSpot de-duplication tool, or are considering doing so, you may be wondering how to best use it to deduplicate your data. Here are some tips:
1. Make sure all of your data is in one place. The first step to deduplicating your data is to ensure that all of the data you want to deduplicate is in one central location. This could be a CRM system, an email marketing platform, or even a simple spreadsheet.
2. Use a standard format for all of your data. Once all of your data is in one place, you need to make sure it's all in the same format. This will make it much easier for the de-duplication tool to identify and remove duplicates.
3. De-duplicate regularly. To keep your data clean and free of duplicates, you should run the de-duplication tool on a regular basis - at least once a month, if not more often.
4. Keep an eye on your results. After each de-duplication run, review the results to ensure that the tool is working as expected and that no important data has been accidentally removed.
The benefits of deduplication
When you have a lot of data, it can be difficult to keep track of everything. This is where deduplication comes in. Deduplication is the process of removing duplicate data from your database. This can be done manually or through a tool like HubSpot.
There are many benefits to deduplication, including:
1. Increased accuracy: When you deduplicate your data, you can be sure that the information you're working with is accurate. This is important for making decisions based on your data.
2. Improved performance: Removing duplicates from your database can improve its performance. This is because there is less data to search through when you're looking for something.
3. reduced storage requirements: Duplicate data takes up valuable space in your database. By deduplicating your data, you can free up this space and use it for other things.
4. better decision making: When you have accurate, up-to-date data, you can make better decisions about your business. Deduplication can help you get the most out of your data and make better decisions for your company's future.
How to Use the De-duplication Tool in HubSpot
The de-duplication tool in HubSpot is a powerful way to clean up your contact database. It can help you remove duplicate contacts, merge duplicates, and find and fix problems with your contact data. Here's how to use the de-duplication tool in HubSpot:
1. Go to the Contacts tab in HubSpot.
2. Click the De-duplication button at the top of the page.
3. Select the type of de-duplication you want to perform: Merge duplicates, Remove duplicates, or Find and fix problems.
4. Choose which fields you want to use to identify duplicates (for example, email address or phone number).
5. Specify how you want to handle duplicate contacts: keep one contact, keep both contacts, or create a new contact from both.
6. Click De-duplicate.
If you have any questions about using the de-duplication tool in HubSpot, please reach out to our support team for help.
How to get started with de-duplication in HubSpot
De-duplication is a process of identifying and eliminating duplicate data from your HubSpot account. This can be done manually, but it's much more efficient to use a tool like the HubSpot De-duplication app.
The first step is to install the app from the HubSpot App Marketplace. Once it's installed, you'll need to connect your HubSpot account and give the app permission to access your data.
Once you've done that, you can start de-duplicating your data! The app will scan your account and identify any duplicate contacts, companies, deals, or tickets. You can then choose to merge or delete the duplicates.
The HubSpot De-duplication app is a great way to keep your account clean and tidy, and to avoid having duplicate data in your CRM.
How to avoid duplication in your data
If you have a lot of data, it can be easy to duplicate some of it. Here are some tips to help you avoid duplication in your data:
- Use a tool like HubSpot's de-duplication tool to help identify and remove duplicates from your data.
- Be careful when manually entering data into your database. Make sure to check for duplicates before saving any new records.
- If you receive data from external sources, make sure to dedupe it before importing it into your database.
By following these tips, you can help keep your data clean and free of duplicates.
Pros and Cons of Using the De-duplication Tool in HubSpot
When it comes to managing your HubSpot account, one of the most important things you can do is keep your contact list clean and organized. One way to do this is by using the de-duplication tool. This tool helps you find and remove duplicate contacts from your account.
There are some pros and cons to using the de-duplication tool in HubSpot. Let's take a look at some of them:
PROS:
-The de-duplication tool can help you save time by quickly finding and removing duplicate contacts from your account.
-It can also help you keep your contact list more organized, which can make it easier to manage your account overall.
-If you have a lot of duplicate contacts in your account, using the de-duplication tool can help you free up space in your contact list.
CONS:
-The de-duplication tool can sometimes delete contacts that are not actually duplicates. This can be frustrating if you accidentally delete a contact that you wanted to keep.
-The tool can also be slow when searching through a large number of contacts. This can be frustrating if you're trying to quickly clean up your contact list.
Alternatives to the De-duplication Tool in HubSpot
If you're not using HubSpot's de-duplication tool, there are a few alternatives that can help you clean up your database. Here are a few of the most popular:
1. Salesforce Duplicate Management - This tool allows you to find and merge duplicate records in Salesforce, including leads, contacts, and accounts.
2. Dedupely - Dedupely is a cloud-based duplicate management tool that works with a variety of CRM platforms, including HubSpot.
3. RingLead DMS - RingLead's Duplicate Management System (DMS) helps you find and merge duplicates in your database, including leads, contacts, and accounts.
4. DemandTools - DemandTools is a data cleansing tool that helps you find and merge duplicates in your database, including leads, contacts, and accounts.
Conclusion
Utilizing de-duplication within HubSpot can save you time and energy when dealing with contacts or leads. It allows for a streamlined process that reduces manual input and keeps all records consistent, secure, and up to date. With the help of this ultimate guide to your new de-duplication tool in HubSpot, we hope that you have gained the necessary knowledge to get started on creating an efficient workflow with HubSpot’s Contact De-duplication Tool. Now it’s time to put these tips into practice – good luck!
