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Fixing Duplicate Contacts in HubSpot Automatically

As a HubSpot administrator, a key responsibility is maintaining a company's database hygiene and integrity. While HubSpot offers a built-in de-duplication tool, it’s often manual, time-consuming, and tedious - especially as your contact list grows. 

Team posing for podcast

That’s where Koalify comes in.

By integrating with HubSpot, Koalify automates the de-duplication process - saving your team time, reducing errors, and keeping your data clean, consistent, and reliable.

Automation doesn’t just streamline operations, it protects your CRM from becoming a costly mess

In this podcast episode, we discuss the challenge that nearly every commercial real‑estate (CRE) operations team (and most Hubspot users) face:  duplicate contacts in HubSpot.

Below are the key highlights, or click here to watch the full conversation with Koalify - and check out their article here.



1. What you will learn in this episode of the podcast:

  • How duplicates happen in CRE systems: data entry, integrations, lack of process.

  • Why duplicates in HubSpot hurt your marketing and sales efforts (and your bottom line).

  • Real‑world examples from CRE professionals who tackled the problem.

  • A step‑by‑step framework from Koalify: strategy, tools, clean‑up, governance.

  • Key lessons and action items you can implement.


 

2. Why it matters:

If you work in commercial real estate—whether marketing, operations, sales, or tech— it's important to have clean data - here's why:

  • Efficiency gains: Fewer duplicates mean fewer wasted emails, fewer follow‑ups gone awry, and cleaner reporting.

  • Data integrity: With clean contact records in HubSpot, your segmentation, personalization, and automation become far more powerful.

  • Revenue impact: Duplicate contacts can cause lost opportunities and cost a company money.



3. Top Takeaways:

  • Audit first: Spend a short time understanding how many duplicates you have, where they’re coming from, and what’s being lost.

  • Define ownership: Who in your organization is responsible for data hygiene? Marketing? Ops? A dedicated role?

  • Automate what you can: Use HubSpot features and integrations to catch duplicates early—before they multiply.

  • Governance rules: Decide naming conventions, merge rules, and set regular reviews.

  • Measure improvement: Track duplicate count, email bounce rates, workflow failures, and conversion impacts.



4. Who should listen:

  • CRE marketing leaders looking to sharpen their tech stack.

  • Sales ops professionals using HubSpot in the CRE vertical.

  • Data and CRM managers who want a practical approach to cleaning up contact data.

  • Anyone interested in how data hygiene drives more effective customer outreach.

We get it- DIRTY DATA happens, but it is costing you time and money. Are you ready to get the professional support to mitigate your duplication issues and grow your company? Book a call and let us show you how today!

 

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