MergeCRMDuplicates
Preview every HubSpot merge before it becomes permanent.
A quieter workspace for RevOps: connect HubSpot, surface duplicates, and confirm the change list with confidence.
alex@acme.io→alex.r@acme.io
Exact email · ready
- phone—→+1 415 555 0188
- lifecyclelead→customer
Acme Inc→Acme Corporation
Domain root · review
- domainacme.co→acme.com
sam.lee@north.io→s.lee@north.io
Normalized email · ready
- firstnameSam→Samantha
The difference
Clarity before commitment.
MergeCRMDuplicates is built around the preview — who merges into whom, which fields win, and what still needs judgment.
Directed merges
Secondary records fold into a chosen primary. No guessing which contact survives.
Property-level truth
See phone, lifecycle, domain, and more before anything is irreversible.
Human review retained
Eligible matches can queue automatically. Ambiguous ones stay marked for review.
alex@acme.io→alex.r@acme.io
Exact email · ready
- phone—→+1 415 555 0188
- lifecyclelead→customer
Acme Inc→Acme Corporation
Domain root · review
- domainacme.co→acme.com
sam.lee@north.io→s.lee@north.io
Normalized email · ready
- firstnameSam→Samantha
Process
Sign in. Connect. Confirm.
HubSpot credentials stay inside your workspace — never on a public landing form.
01
Create a workspace
Your rules, sync state, and merge previews live in one place.
02
Connect HubSpot
OAuth or a private app token, then sync contacts and companies.
03
Preview, then merge
Dry-run the change list. Live merge stays off until you enable it.
Approach
Designed for irreversible decisions.
Preview-first defaults
Dry-run is the norm. Live writes require an explicit toggle.
Search Pads you own
Exact email, domain root, normalized fields — rules without the mystery scoreboard.
HubSpot where it matters
Sync from the portal you already run. Merge only after the preview earns trust.
Ready when you are.
Create a workspace to connect HubSpot and run your first preview.