How to identify duplicate property values in HubSpot

You can discover duplicate property values in your HubSpot instance with custom reports. Duplicate property values often represent incorrect data, potentially leading to inaccurate duplicate suggestions or wasted time for your team. Once you've pinpointed these invalid property values, we've curated articles to guide you through the cleanup process for invalid contact and incorrect company data.

Note that you need any of the Professional Hubs, to have access to the custom report builder.

Follow these steps to find duplicate values for any contact or company property in HubSpot

• Create single object contact/company report
• Data - Selected properties
  • Add the property you want to check for duplicate values. These are some common examples:
    
    • Companies
      • Domain Name
      • Company Domain Name
      • Phone Number
      • Linkedin Company Page
    • Contacts
      • Mobile Phone Number

•  Filters
  • Create date is all time
  • The selected property which you want to check is known
•  Visualization
  • Bar Chart
  • Display options - Sort by Count of Companies or Contacts

In most HubSpot portals, you'll likely come across inaccurate property values that require cleaning. It's important to address these incorrect values promptly. These articles can provide a solid starting point:

• How to clean invalid Company data in HubSpot
• How to clean invalid Contact data in HubSpot

When your incorrect properties are cleaned, the report will highlight actual duplicates. You can drill down to the duplicate records and leverage HubSpot's merge functionality. If you have integrated Koalify, merging records becomes even simpler using the Koalify duplicate cards or deduplicating in bulk via the Koalify workflow action.