🔗 HubSpot KB Bridge: Manage duplicate records
💡 Core Capability
Use the duplicates manager tool to identify, review, and resolve duplicate contact and company records in your CRM. HubSpot automatically compares record property values daily to surface potential duplicates, so your team works from accurate, up-to-date data. You can merge or reject pairs individually or in bulk, and create custom rules to define your own matching criteria. In this article, learn how to review duplicate records, take action on duplicate pairs, manage custom rules, and export merge history.
🛠️ Key Operations & Headings Outline
- Before you get started
- Manually review potential duplicate contacts and companies
- Review duplicates and customize the table
- Take action on potential duplicates using the default rule
- Take action on potential duplicates using a custom rule
- Undo a rejected duplicate pair
- Manage custom duplicate rules
- View an audit log for duplicate management
- Related content
📋 Subscription Availability
- Marketing Hub Professional, Enterprise
- Sales Hub Professional, Enterprise
- Service Hub Professional, Enterprise
- Data Hub Professional, Enterprise
- Smart CRM Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot