Our client, Complex Manual Secrecy, a mid-sized company using HubSpot CRM, faced challenges with duplicate contacts. These led to outdated information and increased costs to maintain their HubSpot dashboard. To address this, we developed a custom-coded workflow to automate merging duplicate contacts, ensuring data integrity and operational efficiency.
Our clients, also a HubSpot partner in the B2B sector, managed customer interactions, sales, and marketing campaigns all in HubSpot. With the increasing database, they encountered issues with duplicate contacts, which led to:
The primary objectives of our solution were:
Custom-Coded Workflow
We developed a custom workflow in HubSpot with the following key features:
Identifying Duplicates
The workflow first identified contacts with identical first and last names.
It then checked the email addresses associated with these contacts. If one email was valid and the other was null, the contact with the valid email was prioritized. The contact with null email is merged with the one with valid email.
Merging Contacts Based on Last Activity
The workflow compared the last activity dates of the duplicate contacts. The contact with the latest activity was retained, and the other was merged.
Similarly, if one contact had a valid phone number and the other did not, the contact with the valid phone number was prioritized.
Company Association
Associated Company Check: An additional condition was included to ensure that the duplicate contacts were associated with the same company before merging.
The implementation of the custom-coded workflow led to significant improvements. The client's CRM now maintains accurate and up-to-date contact information. The client avoided additional charges by reducing duplicate contacts and optimizing their CRM expenses. Automating the merging process saved time, allowing the team to focus on strategic initiatives rather than manual data management.
Integration Expert: Tameem Ahmad
Computan clearly understands tasks and provides and executes comprehensive solutions. Their team manages projects well in Freedcamp and Jira. They’re very communicative and easy to work with.
Even as Computan provides the agency with a wide skill set, they have saved the company about 50% in labor costs. They have quickly adapted to the our preferred communication channels such as MS Teams, Asana, and more.
HubSpot offers integrations with a wide range of platforms, including CRM systems like Salesforce, e-commerce platforms like Shopify, email marketing tools like Mailchimp, and many more. If some app integration is unavailable through native integration, we do it through custom integration or connectors.
Yes, through custom integrations, you can customize the solutions to suit your business needs.
HubSpot does not limit the number of integrations you can set up. However, when integrating multiple platforms, consider the potential impact on performance and data management.