Finding Duplicates in HubSpot
HubSpot will show you the likely duplicate contacts and companies it has spotted. It's a good start and a short list.
Using the duplicate management 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 will not 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
Does merging in HubSpot lose the customer replies?+
No. Ticket Merger uses the native HubSpot merge, so the conversation, attachments and audit history move onto the surviving ticket. The duplicate is closed with a note pointing at the original.
Can I review merges before they happen?+
Yes. Start in suggest-only mode: Ticket Merger flags the pairs it believes are duplicates and leaves the decision to an agent. Most teams run that way for a week, check the hit rate, then let the confident matches merge on their own.
What stops it merging two tickets that are not the same?+
Rules you set. Match on requester, subject similarity, body similarity and a time window, and exclude anything you want left alone, like tickets from a specific form, group or tag. Anything below your confidence threshold gets suggested rather than merged.
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
Ticket Merger is the duplicate manager for the object HubSpot own tool does not cover.
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