Blog

Find Tricky Duplicate Contacts in HubSpot

on November 13, 2018

Today I’m going to show you how to use Dedupely’s fuzzy matching to find duplicate contacts in HubSpot that are harder to find. They might be misspelled, short versions of names, etc.

In a perfect world, all duplicates would be exact matches and would always be correct. Guess what? We don’t live in a perfect world. That’s exactly why we pushed so hard on rolling out fuzzy matching.

How might one use fuzzy matching you might ask? Good question! This article only takes around 40 seconds to read and what you’ll get back is tens of hours of your time.

So let’s get started. If you haven’t already signed up for the Dedupely <> HubSpot free trial, you have nothing to lose. You’ll get 7 days to play around with the integration and 100 free merges to test out how it works in your CRM. To learn the basics of Dedupely, you can also read this posts which covers the setup and how to get started.

So now that you’re up to speed, let’s continue where we started off in this post by creating a new list called “Fuzzy matching names” or whatever you want to call it:

 

Ok, now you’re going to select the fields that you want to match. In my case, I have lots of exact match last names but a few misspelled first names.

Just take a look…

So I’m going to click the settings button side the field name and select “Fuzzy”:

Then I’m going to hit “Run Scan”:

And volla, I get a full list of my fuzzy matches:

Conclusion

Fuzzy matching will catch a large number of misspelled names. Sometimes though, there will be matches you can’t find. Why? Because being too aggressive with duplicate matches can result in bad matches and bad merges.

Fuzzy matching will however find a large percentage of forgotten or hard-to-find duplicates in HubSpot. Which in the end saves your team a bunch of hours of manual labour.

And that’s all folks. To learn more go to the HubSpot Integration and sign up for a 7 day free trial.