How to Find Duplicates in HubSpot
How to find duplicates in HubSpot starts with the built-in tool: it shows the likely duplicate contacts and companies it has spotted. That's a good start and a short list.
How to find duplicates in HubSpot with the built-in tool
Open duplicate management
In the CRM data management area, find the duplicates tool. It is available for contacts and companies on the plans that include it.
Review the suggested pairs
HubSpot scores likely duplicates and shows them side by side, so you can compare before acting.
Merge or dismiss each pair
Merge the genuine ones, dismiss the false positives so they stop reappearing in the list.
What it won't find
For tickets specifically, continuous comparison as tickets arrive is the only thing that works, because a ticket duplicate is time-sensitive in a way a contact duplicate is not. A duplicate contact costs you nothing this afternoon. A duplicate ticket costs you an agent reply within the hour.
Frequently asked questions
How do you find duplicate companies as well as contacts?
The same tool covers both. To find duplicate contacts in HubSpot it matches on email and name; how to find duplicate companies in HubSpot is the same list filtered to companies, matched on domain.
How do you find duplicates in HubSpot?
Open the duplicate management tool under contacts or companies. HubSpot scores likely pairs on email, name and domain and lists them for review. Anything it does not score, you find with a filtered list or an export.
Does Ticket Merger support HubSpot yet?
Not yet. Ticket Merger connects to Zendesk and Freshdesk today, and HubSpot is next on the roadmap. Tell us you want it and we will let you know the moment it is ready, since we prioritise by how many people ask.
Can I review merges before they happen?
No. Once a pair matches your rules, Ticket Merger merges it. What you control is what qualifies: requester, the subject keywords you list, the time window, and the groups, forms or tags you exclude. To see how it behaves before it touches everything, point it at one group first and widen from there. Every merge leaves a note on the thread saying what was merged and why.
What stops it merging two tickets that are not the same?
Rules you set. Match on requester, subject keywords, status, priority, category or group, and a time window, and exclude anything you want left alone, like tickets from a specific form, group or tag. Anything that does not clear those rules is left alone.
How long does setup take?
About five minutes to connect, and the first scan of your open queue runs immediately after. Onboarding help is included on every plan.
Cover the ticket side
HubSpot own duplicate tool ignores tickets entirely. Ticket Merger handles that job on Zendesk and Freshdesk now, and HubSpot is on the way.
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