Explore the ins and outs of Dedupe.ly, along with recommended best practices for maximum efficiency.
For more information on how to use Dedupe.ly please go to their offitial Knowledge Base
Managing duplicates in HubSpot just got easier with Dedupely, offering real-time identification and merging of various duplicate types. Empowered by a range of filter and find tools, Dedupe.ly simplifies the cleanup process. Here's a glimpse into the filters we employ to enhance HubSpot data hygiene:
Contacts Mix and Match:
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First Name: Exact, Similar, Fuzzy
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Last Name: Exact, Similar, Fuzzy
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Company Name: Exact, Similar, Fuzzy
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Phone Number: Exact
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Address: Exact, Similar
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Company Name: Exact, Similar, Fuzzy
- Filter: At least one email is blank
- Filter: At least one email contains Gmail or Yahoo
Companies:
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Ignored Terms: INC, CORP, LTD, LLC, GMBH, LLP, SA.
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Company Name: Exact, Similar
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Address: Exact, Similar, Fuzzy
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Company Domain Name: Exact, Similar
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Website URL: Exact, Similar, Fuzzy
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Similar Words Match for Company Name: First Word in any order
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Phone Number: Exact
Most real duplicate contacts and companies can be automatically merged using these queries. The idea is to mix different fields with various types of options, allowing flexibility in tailoring the cleanup process to your specific needs. Feel free to utilize or skip certain fields based on your requirements, ensuring a customized and efficient approach to HubSpot data management. Dedupely's robust filtering system guarantees a thorough cleanup, adapting to your unique preferences.
Dedupely not only simplifies your HubSpot cleanup but also ensures precision in merging with our carefully crafted Merge Rules. These rules are designed to prevent accidental merges, safeguarding customer accounts from merging into MQL or SQL categories. Additionally, we prioritize maintaining the oldest contact owner during the merge process. Our Merge Rules act as a failsafe, guaranteeing that specific criteria are consistently met with every merge. For more detailed insights on how Merger Rules work, explore our dedicated information page here.