What is it?

Users that are leveraging custom duplicate detection rules will now be able to preview their merge prior to executing it. Soon, this merge preview will replace the existing preview for the HubSpot AI model as well, becoming the default way to preview your merge before executing it.

 

Why does it matter?

Reviewing your merge before executing it ensures that the 'winning' record is accurate, and retains any necessary information on the secondary records in your duplicate group.

The HubSpot AI Model has a merge preview, but it only supports previewing two records at a time.

Our new merge preview allows you to see the full scope of your duplicate group, select how the group should be merged, and manually select any property overrides so you can merge more confidently.

 

How does it work?

Below is the old experience you see when merging records in the custom duplicate detection rules beta.

Going forward when you got to merge a duplicate group, you'll now see a new full screen merge preview.

At the top of the merge preview, you'll see what duplicate detection rule surfaced the duplicate. In the table below you'll see the full scope of the duplicate group. You can add whatever properties you'd like to this table for your review, and also manually choose property values across records to persist on the winning record. A preview of the winning record is available on the right.

This new merge preview will be available on duplicates detected by custom duplicate detection rules. The below version of merge preview will be available for duplicates detected by the HubSpot AI Model.

 

Who gets it?

Commerce Hub Professional, Commerce Hub Enterprise, Content Hub Professional, Content Hub Enterprise, Marketing Hub Professional, Marketing Hub Enterprise, Data Hub Professional, Data Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise, Smart CRM Professional, Smart CRM Enterprise