CRM records that represent the same company or contact don't always have identical values across every field. A company might appear twice with different names following an acquisition, but both records share the same domain. A contact might have two records with different job titles but the same email address. Standard exact matching would skip these entirely — because the differing field would disqualify the match.
Insycle's Values Don't Match condition identifies probable duplicates that share a reliable unique identifier but have inconsistencies in other fields. Rather than requiring all fields to match, this condition specifically surfaces groups where one field differs — flagging them for review.
Examples of When This Applies
- Company records that have different names due to acquisitions, but share the same domain.
- Contact records with varying job titles but matching email addresses.
- Product records where the naming conventions have changed but the product codes remain the same.
Setting Up the Values Don't Match Condition
To configure this condition:
- Navigate to Data Management > Merge Duplicates and select your database and object type.
- In Step 1, on the Simple tab, configure your matching fields to identify potential duplicates.
- Click the Conditions tab.
- For the field where you expect inconsistencies, set the Condition to Values Don't Match.
Note: At least one field must always be set to Value Required in All Records. The required field serves as the reliable, unique identifier that confirms the records are genuine duplicates.
For example, to find duplicate companies that may have different names but share the same domain:
- Field 1: Company Name → Condition: Values Don't Match
- Field 2: Company Domain → Condition: Value Required in All Records
This surfaces all probable duplicate company groups with differing name values, while anchoring the match on a shared domain.
The image above shows the Conditions tab in Step 1 (Find Duplicates) of the Merge Duplicates module, with two conditions configured: Company Name set to Values Don't Match, and Company Domain Name set to Value Required in All Records.
Additional Resources
Frequently Asked Questions
- Check out the Merging Duplicates FAQ for a complete list of questions about merging HubSpot duplicates.
Related Help Articles
- Merge Duplicates Troubleshooting
- Setting the Criteria for Finding Duplicate Matches
- Module Overview: Merge Duplicates
- Bulk Merge Duplicate People, Companies
Related Blog Posts
- Bulk CRM Data Fixes: Why Insycle Beats Manual One-by-One Updates
- Why HubSpot Duplicate Contacts Are Hurting Your Marketing Team and Straining Your Budget
- Case Study: Improve Lead Scoring with Accurate Child-Parent Associations and a HubSpot+Salesforce Sync
- Salesforce Lead-Contact Cross-Object Deduplication with Insycle