Data Quality & Handling Duplicates in HubSpot ft. Jonas De Mets
Mastering Data Hygiene: Tackling HubSpot Duplicates with KoalaFi:
In this episode of the SprocketPod, Cameron Collins, Community Manager for Sprocketeer, and Mark Lerner, Director of Growth Marketing at DealHub, discuss the pervasive issue of duplicates in HubSpot. Joined by Jonas DeMets, co-founder of KoalaFi, the conversation explores the importance of maintaining data hygiene, the challenges of managing duplicates, and solutions for de-duplication, including native HubSpot features and the KoalaFi plugin. The episode provides deep insights into optimizing CRM data quality for better customer experience, efficient sales processes, and accurate reporting.
00:00 Introduction and Host Introductions
00:44 Guest Introduction: Jonas from Qualify
01:05 The Problem with Duplicates in HubSpot
02:14 Common Issues and Solutions for Managing Duplicates
04:41 Defining Unique Records and Shared Responsibility
07:07 Qualify's Features and Benefits
10:05 Real-World Use Cases and Challenges
19:15 Primary Keys and Data Hygiene
36:37 Qualify's Implementation and Limitations
43:26 Conclusion and Final Thoughts
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