Dirty Data Secrets: Your Sales Team Can't Trust the CRM (with Markus from vizrm)
You take over a patch of accounts from a rep who's moved on. You open the first company in HubSpot...
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.
Deduplicate first, then enrol the clean contact in a HubSpot sequence
If you automate outreach in HubSpot, duplicate contacts break the process quietly.
The workflow...
Dirty Data Secrets: Your HubSpot Workflows Are a Black Box (with Christian Baun)
Most HubSpot portals have more automation than anyone fully understands. Workflows get created by...
How Revunami Merged 275,000 Duplicate Contacts for a Multi-Brand B2C Client
When Hope Adair and her team at Revunami took on a large multi-brand B2C client, they ran into a...
How to Handle Duplicates in HubSpot When NetSuite Is Integrated
When NetSuite is your finance system of record, a careless HubSpot merge can do real damage....
Dirty Data Secrets: When HubSpot's Unique Identifier Is Wrong (with Sarah Lane-Hawn)
When a company's CRM pain reaches breaking point, the instinct is to clean the data. But sometimes...
What happens to your data when you merge duplicate records in HubSpot?
Before you merge anything, you want to know one thing: what's going to survive?
It's the right...
How Vaulted Fixed HubSpot Duplicates for a SaaS with No Websites
When Matthew Deal and his team at Vaulted took on Coworks as a client, they ran into a...
Deduplicating Data When Migrating HubSpot Portals
If you are migrating HubSpot portals, the migration itself is only part of the job.
The other part...
What causes duplicate records in HubSpot?
Duplicates in HubSpot are almost never the result of one thing going wrong. They accumulate over...