Company dedupe by domain
Match on domain with the :domain normalizer so www and protocol differences do not block matches.
The challenge
The same company exists three times because one record has www, one has the protocol and one is bare, so exact matching never catches them.
How AuPerate solves it
Merge Duplicates applies a domain normalizer before comparing, so those variants resolve to one company, with a preview pass first.
How to build it
- 1Enrol companies on create.
- 2Add Merge Duplicates with Advanced rules and enter domain:domain.
- 3The domain normalizer ignores protocol and www so near matches are still caught.
- 4Preview first, then enable the real merge once the reported IDs look right.
What the action gives you
- Phone matching with number normalization
- Advanced rules: AND with +, OR with |, normalizers :phone :domain :exact :ci
- Survivor policy: oldest, newest or most complete
- Preview mode lists duplicate IDs before any merge
Related
Other patterns teams build
Split full names, clean addresses, dedupe keys
Any string surgery HubSpot operators cannot do: regex, lookups, multi-step logic.
Normalize every phone number on create
Enroll on create, run Phone: Normalize with your country code, write the result back.
Standardize names and emails
Capitalize names, lowercase emails, trim stray whitespace as records enter the CRM.
Build this in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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