Order dedupe on a custom object
Match a custom order object on order_number:exact and keep the most complete record.
The challenge
Custom objects receive duplicates from integrations and imports, and HubSpot's own deduplication does not extend to them.
How AuPerate solves it
Merge Duplicates works on custom objects with the same rules engine, matching on your own unique field and keeping the most complete record.
How to build it
- 1Enrol your custom order object on create.
- 2Add Merge Duplicates with Advanced rules and enter order_number:exact.
- 3Choose most complete as the survivor so the richest record is kept.
- 4Preview before merging; HubSpot merges cannot be undone.
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
Trigger a provisioning pipeline
Call your CI or provisioning webhook when an onboarding ticket reaches a stage, with retries for flaky endpoints.
Link deals to projects by reference number
Match the deal’s project reference against a custom object property; associate all matches one to many.
Swap a discontinued SKU
Remove line items matching the old SKU and add the replacement in the same workflow.
Build this in your own workflows
Install AuPerate once and every action appears in your HubSpot workflow editor.
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