How to Merge Duplicate Projects Records in HubSpot
Professional services teams use the Projects object to keep delivery separate from deals and...
KOALIFY BLOG
HubSpot Data Quality & Deduplication Blog
Practical guides, best practices, and tutorials on HubSpot deduplication, duplicate management, bulk merging, and CRM data quality. Learn how to find, manage, and remove duplicates in HubSpot across contacts, companies, deals, and more.
How to Merge Duplicate Services Records in HubSpot
Duplicate contacts send the same email twice. Duplicate Services records do something quieter.
The
Are duplicates inflating your HubSpot Marketing Contacts bill?
HubSpot charges based on the number of Marketing Contacts in your portal. Not unique people....
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What HubSpot duplicates are actually costing you (and how to calculate it)
You already know you have duplicate records. You probably have a rough sense of how many. What you...
Why ZoomInfo Creates Duplicates in HubSpot and How to Merge Them
If you are a HubSpot admin and use ZoomInfo, you have probably heard some version of this:
...
Why CallRail Creates Duplicate Contacts in HubSpot and How to Fix It
If you use CallRail with HubSpot, you may have seen duplicate contacts appear when calls are logged.
When to Merge Companies vs Associate Them in HubSpot
One of the most common HubSpot data questions is also one of the most important:
Should these...
How to Back Up Your HubSpot Data Before Merging Records
Merging records in HubSpot is one of the fastest ways to improve data quality. It reduces...
How to Create Sibling Company Associations in HubSpot
HubSpot users often model company hierarchies with parent-child relationships. That works well when...
How Fathom AI Merged 13,000 Duplicate Companies in HubSpot in 3 Hours
When CRM data gets messy, teams usually learn to live with it.
That’s what was happening at Fathom...