Name: Duplicate Merger
Author: Michael Ewing

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Michael Ewing

 Connect your HubSpot portal and the Duplicate Merger scans your contacts or companies using multiple matching signals: fuzzy name matching (catches typos and nicknames like Bob/Robert), email domain clustering, phone number comparison, company alias detection, and address similarity. Every potential duplicate pair gets a confidence score so you know which to merge first.

The report shows high-confidence matches side-by-side with a recommended master record, medium-confidence pairs that need a quick review, and pattern analysis showing what kinds of duplicates exist in your CRM. You get a prioritized cleanup checklist sorted by impact.

**Important:** This agent detects duplicates -- it does not merge them automatically. Finding duplicates is the hard part. You merge in HubSpot with one click once you know which records to combine.

Duplicate Merger

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Goes far beyond HubSpot's built-in exact-match dedup by comparing across five signal types: email domain clustering, fuzzy name matching (catches typos and nicknames like Bob/Robert), phone number comparison, company alias detection, and address similarity. Weighted scoring ensures the most reliable signals drive the results.

Multi-Signal Fuzzy Matching

Every potential duplicate pair receives a confidence rating -- High, Medium, or Possible -- so you know which records to merge immediately and which need a quick review. Adjustable thresholds let you control the signal-to-noise ratio based on how aggressive you want your cleanup to be.

Confidence-Scored Duplicate Pairs

For each duplicate group, the agent recommends which record to keep based on data completeness, recency of activity, and number of associated deals. You get a side-by-side comparison showing exactly what each record contains so the merge decision takes seconds, not minutes.

Master Record Recommendations

Groups detected duplicates by origin type -- form submission dupes, CSV import overlaps, nickname variants, email domain variations -- so you can see why duplicates keep appearing and put prevention measures in place to stop them at the source.

Duplicate Merger

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