HubSpot is a powerful customer relationship management (CRM) tool for inbound marketing. It allows businesses to capture and store relevant information about their contacts, but sometimes, duplicate contacts can be generated in the database. In this article, we will learn how to merge contacts in HubSpot and unify duplicate contacts to maintain a tidy and efficient database.
Why is it important to merge contacts?
Having duplicate contacts in your database can lead to a number of issues. First, it makes it difficult to track and segment contacts, making it difficult to personalize interactions and deliver relevant messages. Additionally, there can be data loss if different contacts have updated and relevant information. Lastly, duplicate contacts can also increase weekly or monthly costs depending on your HubSpot plan.
To avoid these problems, it is essential to merge duplicate contacts and consolidate the relevant information into a single contact record. This will allow you to obtain a global overview of the contact and make it easier to manage them in the future.
How to merge contacts in HubSpot?
HubSpot offers a feature that makes it easy to merge contacts. Follow these steps to merge your duplicate contacts:
Step 1: Log in to your HubSpot account and go to the “Contacts” tab.
Step 2: Use filters and advanced searches to find the duplicate contacts you want to merge.
Step 3: Select the contacts you want to merge.
Step 4: Click on the “Merge” option in the actions menu.
Step 5: Confirm that you want to merge the selected contacts.
Step 6: Review the merged contact information and make sure all relevant information is consolidated.
Make sure to carefully review the details before merging contacts, as once the action is performed, it cannot be undone. If you have any questions or concerns, please feel free to contact the HubSpot support team.
How to avoid generating duplicate contacts?
To avoid generating duplicate contacts in HubSpot, we recommend following these best practices:
1. Use unique fields: Set up custom fields in HubSpot to avoid creating duplicate contacts. For example, you can use email or phone number as unique fields.
2. Careful Imports: When performing bulk imports of contacts, be sure to carefully review the data and remove duplicates before uploading it to HubSpot.
3. Team Education: Train your team to understand the importance of avoiding duplicate contact generation and how to properly manage contacts in HubSpot.
4. Regular audits: Conduct regular audits of your database to proactively identify and remove duplicate contacts.
By following these guidelines, you can avoid generating duplicate contacts and maintain a clean and efficient database in HubSpot.
Frequently Asked Questions About Merging Contacts in HubSpot
1. What happens if I merge two contacts that have different information in HubSpot?
When you merge two contacts, HubSpot will ask you to select which of the information you want to keep. You can choose to keep the most recent information or manually specify which information you want to keep.
2. Can I unmerge contacts in HubSpot?
It is not possible to undo contact merging in HubSpot once it has been performed. Therefore, it is important to make sure you carefully review the information before performing the merge.
3. What is the best way to avoid duplicate contacts in HubSpot?
The best way to avoid duplicate contacts in HubSpot is to set unique fields, perform careful imports, train your team, and perform regular database audits.
4. Does HubSpot offer any tools to automatically identify duplicate contacts?
Currently, HubSpot does not offer a built-in tool to automatically identify duplicate contacts. That's why it's important to perform regular database audits and manually merge duplicate contacts.
5. How long does it take for HubSpot to merge duplicate contacts?
The time it takes for HubSpot to merge duplicate contacts can vary depending on the size of your database and the number of contacts selected to merge. In general, the process is fairly quick and completes within a matter of seconds or minutes.
In conclusion, merging contacts in HubSpot is a simple but essential task to maintain an organized and efficient database. Follow the steps mentioned above and avoid generating duplicate contacts to maximize the potential of your Inbound Marketing strategy.
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