Task · Admin console

Handle duplicate contacts with HubSpot

Detect and resolve duplicate contacts between HubSpot and Bridge

Screen
CRM
Section
HubSpot integration
Steps
7
Version
1.0
Updated

Also searched as: duplicates, duplicate contacts, merge contacts, merge, phone number, dedupe, duplicate detection, hubspot

Markdown version

You opened step 5: Let the system merge them

What you can do

Detect and resolve duplicate contacts between HubSpot and Bridge

Turn on detection by phone number and choose whether you merge duplicates yourself or the system merges them automatically. In 7 steps.

  • Matching by phone number
  • Manual or Auto mode
  • Review in Contacts & chats
  • The Bridge-linked contact wins

Steps

  1. Step 1 of 7

    Open Duplicate Contact Handling

    Duplicate handling has its own tab.

    In the Bridge admin console, open Connections › CRM and the Duplicate Contact Handling tab. There you set how Bridge detects and resolves duplicate contacts between HubSpot and Bridge.

    • Connections › CRM
    • Duplicate Contact Handling tab

    Watch step 1 on the screen

  2. Step 2 of 7

    Turn on duplicate detection

    Bridge looks for matches by phone number.

    Turn on Enable duplicate detection. Bridge automatically looks for HubSpot contacts that share the same phone number as a Bridge-linked contact. The phone number is the matching key.

    • Enable duplicate detection
    • Key: the phone number
    • Compares HubSpot with Bridge-linked contacts

    Watch step 2 on the screen

  3. Step 3 of 7

    Choose the merge mode

    Decide how duplicates are resolved.

    In Merge mode you choose how detected duplicates are resolved: Manual, if you want to review and merge them yourself, or Auto, if you want the system to merge them automatically.

    • Manual: you review and merge
    • Auto: the system merges automatically

    Watch step 3 on the screen

  4. Step 4 of 7

    Review duplicates yourself

    In Manual mode, the decision is yours.

    With Manual, you review and merge duplicate contacts manually from Contacts & chats › Duplicates.

    • Review in Contacts & chats › Duplicates
    • You merge each duplicate yourself

    Watch step 4 on the screen

  5. Step 5 of 7

    Let the system merge them

    In Auto mode, the system merges for you.

    With Auto, the system merges duplicates automatically. The Bridge-linked contact always wins.

    • Automatic merge
    • The Bridge-linked contact wins

    Watch step 5 on the screen

  6. Step 6 of 7

    Save your changes

    Save to apply the settings.

    When you change the detection or the mode, click Save changes in the bottom bar to save the tab’s settings.

    • Click Save changes
    • The tab’s settings are saved

    Watch step 6 on the screen

  7. Step 7 of 7

    Merge duplicates in Contacts & chats

    Duplicates are reviewed in Contacts & chats.

    If you chose Manual, open Contacts & chats in the sidebar and then Duplicates to review and merge the detected duplicates. To disconnect the integration or learn what happens to your data, follow the guide Disconnect or uninstall HubSpot.

    • Contacts & chats › Duplicates
    • Review and merge detected duplicates
    • Next guide: disconnect HubSpot

    Watch step 7 on the screen