As your trusted HubSpot agency partner, we're excited to share the latest update from HubSpot: Property Control for Merges. This powerful new feature in Operations Hub Professional and Enterprise is set to revolutionize your data management and consolidation processes.
What Does Property Control Mean for You?
As your business grows, so does the complexity of your data. Duplicate records can clutter your CRM and hinder your ability to make informed decisions. With Property Control, you can streamline your data consolidation efforts and maintain the highest level of data integrity.
With Property Control, you can:
- Maintain Data Integrity: Ensure that only the most accurate and up-to-date information is carried over to the merged record.
- Streamline Data Consolidation: Save time and effort by automating the merge process.
- Tailor Merges to Your Specific Needs: Customize the merge process to align with your unique business requirements.
How Does It Work?
- Identify Duplicates: Utilize HubSpot's Duplicate Management Tool to identify records that need merging.
- Select Winning Properties: Review the properties of both records and choose the ones you want to retain in the merged record.
- Merge with Confidence: HubSpot will merge the records, preserving the selected properties.
Ready to Leverage This Powerful Feature?
We're here to help you make the most of Property Control. Our team of experts can guide you through the implementation process and provide ongoing support.