Deduplicate by any field • CSV Reports • Preview Mode • Bulk Merge

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HubSpot Merge Logic. Customized Merge Logic. Additional Resources. Merge Duplicate Contacts, Companies, Deals in HubSpot. For a step-by-step guide about the deduplication tool and process, please see the help article Bulk merge duplicate people, companies. Deduplicate HubSpot Companies when Salesforce sync is active. How To Merge Contacts In Hubspot CRMQuestion asked in my Hubspot CRM Full and free training. How To Merge Contacts In Hubspot CRMQuestion asked in my Hubspot. Find and bulk merge duplicate contacts, companies & deals in HubSpot. It's worked great!! I used Dedupely to de-dupe my HubSpot contact and company records. I had over 4,000 total records, and since HubSpot doesn't allow a manual mass de-duping, I found it nearly impossible to easily de-dupe records.

Identify Duplicates using Flexible Matching Rules

Merge duplicate contacts in hubspot

Tired of sifting through Excel files by-hand or using complicated formulas to find duplicate contacts? Do you find that the HubSpot deduplication tool often misses duplicate contacts, leaving you to deal with mistakes in your marketing automation and sales processes?

Insycle’s flexible duplicates matching allows you to find and clean all duplicate contacts, companies, and deals in your database in bulk. Insycle matches similar (or exact) records, giving you complete control and ensuring that you maintain a single customer view.

Learn How to Merge Duplicate Contacts, Companies, Deals in HubSpot, in bulk and automatically.

  • Automatically detect duplicate contacts, companies, and deals
  • Smart merge records to retain data using rules
  • Catch more duplicates by identifying similar (non-exact) records
  • Maintain a single customer view
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Smart Merge Records to Retain Data

A big concern when it comes to managing duplicates is the risk of overwriting or losing critical customer data when you merge records. Insycle gives you complete control over which records are retained as the “master record,” which fields within the record are replaced during the merge, and set rules (such as the age of the record) for determining the master record during bulk deduplication processes.

Using Insycle, you can identify the fields that you want to use to match duplicate records in your HubSpot database. Then, Insycle will merge all similar records in your database based on those fields.

  • Set rules for determining master records
  • Filter identified duplicate records to select specific records
  • Identify similar records, not just exact-match
  • Merge duplicates in bulk

Deduplicate HubSpot Companies and Salesforce Accounts


HubSpot and Salesforce are two of the most popular marketing and sales platforms in existence today. Naturally, each platform specializes in specific areas and provides unique benefits, leading to many companies integrating both platforms into their daily processes.

Common issue that marketing managers encounter when they sync their HubSpot and Salesforce accounts is the inability to merge duplicate companies through HubSpot once the sync is in place.

Insycle bridges the gap, allowing you to merge duplicate companies even after the integration is in place. For more about merging duplicates or issues related to Salesforce<>HubSpot sync see How Insycle Solves Common Problems with HubSpot and Salesforce Integration

Bulk Merge or Case-By-Case Duplicate Handling

With Insycle, you don’t need to worry about losing vital customer data while merging duplicate HubSpot contacts. You can merge identified duplicates in bulk or on a case-by-case basis, giving you complete control over which records are merged.

  • Create custom rules for identifying duplicates by a variety of fields.
  • Bulk merge duplicates.
  • Or merge duplicates by-hand, on a case-by-case basis.

Preview Changes Before They Go Live

Review HubSpot contact, company, and deal deduplication changes before they go live. Make sure that no critical data is being overwritten in the process. Using Insycle, you have a complete top-down view of how your deduplication processes will affect your data before it goes live! You can undo unwanted changes before they hit your HubSpot database.

  • Preview deduplication merging changes before they go live.
  • Make sure no critical contact data is overwritten during the merge.
  • Collaborate with team members to check for issues.

Automate HubSpot Duplicate Contact Handling

Not only can Insycle help you to manage HubSpot duplicate contacts and companies, but it can also do so automatically at set intervals! You can schedule HubSpot deduplication on an hourly, daily, weekly, or monthly basis. Then, you can choose to have the option to preview changes before they go live!

How To Merge Contacts In Hubspot

Merge Duplicates using HubSpot Workflow, right when visitors fill out forms and before the welcome email is sent out.

  • Schedule automated deduplication hourly, daily, weekly, or monthly
  • Preview changes before they go live
  • Free your team to focus on big-picture strategies

Maintain a Single Customer View

Your marketing, sales, and customer success teams need confidence that they have all of the relevant engagement context for each prospect and customer. Insycle’s powerful duplicate detection and merging features help you to maintain a single customer view with relevant data that you can use to power marketing and sales strategies and boost your ROI.

Learn How to merge duplicate people, companies, in bulk and automatically.

  • Have a complete picture of a prospect’s engagement with your brand.
  • Improve personalization in your marketing automation strategies.
  • Give sales reps the context they need to close new deals.
  • Help customer support and success teams provide value to customers

Caroline German

Sales Team Lead at Kinnek

``Insycle makes updating our data and keeping it clean so much easier, I don't think I could live without it now!``

Jack Matsen

Senior Account Executive at AdStage

``Insycle has helped our Sales team save hours on tasks that used to be done manually in Salesforce. This has increased our productivity 10-fold and helped us more accurately project growth.``

Jeremy Jeffers

VP of Customer Success at Untappd

``Since we started to use Insycle, it takes me no longer than 10 minutes to update data in Intercom for the week. It's easy to use and I can't see my life at work without Insycle. Keep up the great job guys!``

Kaitlynn Sirotkin

Digital Marketing Manager at DRIVIN

“We can now keep all of our data neat and tidy in both our HubSpot and Salesforce instance from one platform. As the sole administrator, this has saved me hours and hours of time. We've also been able to improve our reporting metrics, as I now trust the data more than ever before.”

Lily Rotter

Affiliate Marketing at SMS Assist

``Insycle is the must have companion to HubSpot! Insycle helps us merge duplicate companies and import new data to existing contacts easily and efficiently.``

Thomas Parisi

Flight Hub Phone Number

C.I.O. / C.T.O. at Stonehenge Management

How To Merge Contacts In Hubspot

``If your users need to edit data in batches Insycle will bring them much joy and save you so much time! For your admins, it is an unbelievable Salesforce utility tool.``

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