How To Find Duplicates In HubSpot

How To Find Duplicates In HubSpot

  1. Log in to HubSpot: Access your HubSpot account.
  2. Navigate to Contacts: Click on the "Contacts" tab in the main menu.
  3. Use the Filter Option: Apply filters to narrow down your contact list.
  4. Check for Duplicate Contacts: Look for contacts with similar names or email addresses.
  5. Utilize the Duplicate Management Tool: Go to "Contacts" > "Manage Duplicates" for automated suggestions.
  6. Review Suggested Duplicates: Examine the list of potential duplicates provided by HubSpot.
  7. Merge Duplicates: Select duplicates to merge them into a single contact record.
  8. Confirm Merging: Review the information and confirm the merge action.
  9. Repeat as Necessary: Continue checking for duplicates in other sections like Companies or Deals.