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HubSpot

How to Prevent Duplicate Companies

How to Prevent Duplicate Companies

How to Prevent Duplicate Companies

You will learn how Hints intelligently links a new contact to an existing company in HubSpot, even when you ask it to create a new one.

You will learn how Hints intelligently links a new contact to an existing company in HubSpot, even when you ask it to create a new one.

George Levin

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This process requires a company with the same name to already exist in your CRM.

  1. Using a voice or text command, instruct Hints to create a new company and link it to a new contact. For this example, use the command Create a new company IBM and link it to a new contact Albert Koop.


The Hints chat window showing the transcribed voice command to create a new company IBM and link it to a new contact Albert Koop.


  1. Wait for Hints to process your command. The system will search your CRM to see if a company with that name already exists.

  2. Review the confirmation message. Notice that instead of creating a duplicate, Hints confirms that it has linked your new contact to the existing company record.


The bot's response in the chat window, stating 'I have linked the existing company IBM to a new contact, Albert Koop', with links.

Summary

Hints' intelligent duplicate detection feature streamlines your data entry process by automatically identifying and using existing company records. This ensures your CRM remains clean and organized, preventing fragmented data and the need for manual cleanup, which allows you to maintain a single source of truth for all company information.