Duplicate Merger
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.
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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.
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.
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.
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.
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