Updated Sep 30, 20251 min read
    HubSpot
    deduplication
    Companies sync
    data hygiene

    Prevent duplicate companies when syncing from HubSpot

    Use PromptLoop’s HubSpot integration to sync Company records without creating duplicates. The flow below maps fields, runs a pre-check, and applies smart deduplication.

    Prerequisites

    • HubSpot admin access
    • Company list in PromptLoop or HubSpot list/report

    Steps

    1. Connect HubSpot in PromptLoop → Integrations → HubSpot → authenticate.
    2. Choose source: a PromptLoop dataset or a HubSpot list/report.
    3. Map fields: select the Company properties you want to update (e.g., domain, name, phone).
    4. Enable smart deduplication: run the Duplication Check tool to classify exact, likely, or no match. Review likely matches before syncing.
    5. Run a preview: sync 20–50 rows; confirm HubSpot merges into existing Companies where expected.
    6. Sync all: start the full run and monitor results. Export the duplicate report if you need an audit trail.

    Tips

    • Domain is the primary unique key; name + address can help review likely matches.
    • Keep a “PromptLoop Last Updated” datetime property in HubSpot for auditing.

    FAQs

    Can I block creates? Yes—choose update existing only in the sync run.

    Related

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