u/jacokapo

▲ 4 r/revops

For RevOps folks using HubSpot: how are you currently handling duplicate contacts/companies?

​

I’ve seen duplicate cleanup become painful after migrations, imports, form submissions, or manual sales entries.

I’m testing a private beta for this workflow: upload a HubSpot CSV, scan duplicate groups, review risk/confidence scores, and export a cleaned file.

No HubSpot API connection is needed, and the CRM is not modified directly.

You can also test it with built-in sample data first, so you don’t need to upload real CRM data right away.

I’m looking for a few RevOps/CRM people to test it and tell me what feels useful or broken.

Comment or DM if you want to try it.

reddit.com
u/jacokapo — 4 days ago

For people using HubSpot: how are you currently handling duplicate contacts/companies?

​

I’ve seen teams export CSVs, manually compare records, and re-import cleaned data — especially after migrations, imports, or messy sales entries.

I’m testing a private beta that helps with this workflow: upload a HubSpot CSV, scan duplicate groups, review risk/confidence scores, and export a cleaned file.

No HubSpot API connection is needed, and your CRM is not modified directly.

You also don’t need to upload real CRM data to test it. There’s sample data inside the app, so you can try the workflow first.

I’m looking for a few HubSpot users/admins to test it and tell me what feels useful or broken.

Comment or DM if you want to try it.

reddit.com
u/jacokapo — 4 days ago
▲ 1 r/CRM

For people using HubSpot: how are you handling duplicate contacts/companies?

​

I’m testing a private beta for HubSpot duplicate cleanup from CSV exports.

It scans duplicate groups, shows risk/confidence scores, lets users review before export, and doesn’t modify the CRM directly.

You can test it with sample data inside the app first, so there’s no need to upload real CRM data right away.

I’m looking for a few Sales Ops/CRM users to test the workflow and share honest feedback.

Comment or DM if you want to try it.

reddit.com
u/jacokapo — 4 days ago

For Sales Ops teams using HubSpot: how are you handling duplicate contacts/companies?

I’m testing a private beta for HubSpot duplicate cleanup from CSV exports.

It scans duplicate groups, shows risk/confidence scores, lets users review before export, and doesn’t modify the CRM directly.

You can test it with sample data inside the app first, so there’s no need to upload real CRM data right away.

I’m looking for a few Sales Ops/CRM users to test the workflow and share honest feedback.

Comment or DM if you want to try it.

reddit.com
u/jacokapo — 4 days ago

For HubSpot users/admins: how are you currently handling duplicate contacts or companies?

​

I’ve noticed duplicate cleanup often becomes painful after imports, migrations, form submissions, or manual sales entries.

Some teams seem to export CSVs, compare records manually, decide which record should be the master, then re-import cleaned data.

Curious how others are handling this in practice:

- Do you use HubSpot’s native duplicate tool?

- Do you clean through Excel/Sheets?

- Do you use Operations Hub or another dedupe tool?

- What is the hardest part — finding duplicates, choosing the master record, or safely re-importing cleaned data?

Trying to understand what workflow actually works best for HubSpot cleanup.

reddit.com
u/jacokapo — 5 days ago