One person, three records
Orders, emails and tickets are split.
Customer identity resolution for businesses whose best customers appear three times in three systems
Customer identity resolution and deduplication automation that scores matches, merges the certain ones and queues the doubtful ones with evidence
A customer rarely uses the same email, name spelling or phone number everywhere, so every system ends up with its own version of them, and any merge made without evidence can combine two different people. BoldBellows lists every place a customer appears, the identifiers each system holds, such as email, phone and marketplace handle, and the evidence that should count as proof of the same person, scores possible matches against your rules, merges the certain ones, queues the doubtful ones for review and keeps the evidence and a way to undo every merge, then builds the customer identity resolution and deduplication automation in layers: identifiers are cleaned and normalized, each pair of possible matches is scored against rules such as exact email, phone plus surname or shipping address, high-confidence matches are merged into one profile with a record of why, doubtful ones go to a reviewer with both records side by side, and any merge can be reversed. Custom customer identity resolution can add household grouping.
View Pricing
From $2,620, paid once. Customer identity resolution.
- Customer identity resolution
- Matches scored with evidence
- Every merge reversible
Proof points for Channel Hub customer identity resolution
- Normalized identifiersclean before they are compared
- Scored, not guessedrules you can read
- Doubtful matches reviewedboth records side by side
- Every merge reversibleevidence kept
- Launch reviewThe first weeks are watched against the checkpoint log
- Extras priced in advancestart at $2,620; every add-on shows its cost before you tick it
B2Before and after
Customers who exist three times get three welcome emails and no one knows their real history
The same person bought once with a work email, subscribed with a personal one and phoned support from a mobile number. Three systems hold three records. Marketing mails them three times, support cannot see their orders, and sales treats them as a new lead. A bulk deduplicate tool merges two people who happen to share a family email and nobody can undo it. Reports count customers that do not exist and miss repeat buyers who do.
Sound familiar?
Triple mailings
The same customer gets three welcomes.
Wrong merges
Two people combined by a bulk tool.
No way to undo
The merge lost the evidence.
Inflated customer counts
Reports count people twice.
Repeat buyers missed
Their history is scattered.
The same customers, counted once
Before
- Events are copied across unjudged
- Duplicates are merged in bulk by a tool nobody checks
- Nobody can say why two records were combined
After
- Create, update or skip is decided by the matched identifiers and the profile they resolve to
- Matches are scored by rules and merged with evidence
- Doubtful pairs wait for a person, and merges can be undone
D4How it works
How scattered records become one profile with the evidence behind it
The path is short: admit, match, write, record.
1. Confirm the trigger
The route confirms that the Channel Hub event is authentic and that the sync event is one you asked it to act on.
2. Normalize, compare, score
Identifiers are cleaned, candidate pairs are compared and each is scored against your rules.
3. Merge, review, record
Certain matches merge, doubtful ones go to review, and every decision is stored with its evidence.
E5Inside your registry
How identity resolution works: clean, score and merge
Pick the depth you need. Entry is the foundation, Engine handles the variations, and Audit Desk guards Customer Identity Resolution afterwards.
Entry
Rule-based admitter
Matches the incoming event to the admission rule and logs the match for later audit.
Entry
Stable identity ledger
Logs the Channel Hub object, the decision taken for customer identity resolution and the time, and a repeated event is checked against that log.
Entry
Value normalizer
Standardizes formats, dates and casing from Channel Hub so Customer Identity Resolution receives clean values.
Engine
Identifier cleaning
Normalizes emails, phones, names and addresses so equal things look equal.
Engine
Match scoring
Scores candidate pairs against rules you can read and change.
Engine
Merge with history
Combines records while keeping every order, ticket and note from both.
Audit Desk
Review queue
Shows doubtful pairs side by side with the reasons for and against.
Audit Desk
Undo log
Stores the original records so any merge can be reversed.
Audit Desk
Incident trail
Keeps the sequence of events around any problem so the cause can be found fast.
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G7Who it is for
Helping marketing operations managers know that the customer who emailed, the buyer who ordered and the subscriber who clicked are one person
You cannot look after a customer you cannot recognize, and recognizing them is where the work starts.
Marketing manager
"Stop the triple mailings."
Each person gets one welcome.
CRM administrator
"Clean the database safely."
Merges are scored and reversible.
Customer service lead
"See the full history."
Orders and tickets appear on one profile.
Data analyst
"Count customers correctly."
Reports are built on resolved profiles.
Privacy officer
"Find all of a person's data."
One profile points to every record.
Ecommerce owner
"Recognize repeat buyers."
Purchases across channels join up.
Matches, merges and reviews move the estimate
Pricing for identity resolution: systems and rules
Price Channel Hub customer identity resolution yourself in about two minutes. Entry starts at $2,620 and every extra shows its cost.
View Pricing
One setup fee
I9Your options
Channel Hub to Customer Identity Resolution: the quick way, the usual way and an identity layer that scores matches, merges the certain ones and queues the rest with evidence
Each can store a customer. Only one scores the match, merges with evidence and lets you undo it.
| How customers are matched | Triple records | Bulk merges | Our identity route |
|---|---|---|---|
| What starts the work | A manual check | Each raw notification | A sync event that passes eligibility |
| How identity is decided | Name typed, hope it matches | Name match, first result wins | Duplicates, bulk merges and no undo |
| What reaches Customer Identity Resolution | Key fields, sometimes | Loosely formatted text | Scored matches, evidence and reversible merges |
| After an uncertain result | A weekly tidy-up | Stops and loses context | Reconciles first, writes only the difference |
Yesterday's change, today's record
An event older than the state in Customer Identity Resolution is logged and closed, so delivery timing never decides which version wins.
Two family members share an email address and a shipping address but have different names and birthdays
The rules treat shared contact details as weak evidence, keep the two as separate profiles linked as a household, and record the decision so it is not asked again. The merged profile is located through the matched identifiers and the profile they resolve to, compared with the intended values and classified. A different or unclear merged profile goes to a named owner.
Decide the matched identifiers and the profile they resolve to early: it is how the route recognizes its own work.
Pricing
Build your Channel Hub to Customer Identity Resolution price
Pick a package, answer three short questions about how Channel Hub data should reach Customer Identity Resolution, and your price and turnaround move as you choose.
J11The process
Six steps from scattered duplicates to resolved profiles
The plan has six steps and a fixed shape, so timelines stay honest.
-
Day 1
Find where customers live
We list every system that holds a customer, the identifiers each one has and how clean they are.
-
Access review
Approve access
You grant narrow rights in Channel Hub and the connected tools, and we settle which identifiers connect each record to its result.
-
Build phase
Agree match rules and review
Which rules merge automatically, which go to review and who reviews are written down and signed off.
-
Before you review
Replay the troublemakers
Known problem cases are replayed through a test Customer Identity Resolution until each one ends safely.
-
Release day
Launch with notes
After the final test we enable the route and give you notes that name every owner and repair path.
-
Day 1
Confirm it holds
A short review confirms that counts, matches and exceptions behave as they did in testing.
K12Turnaround
Package timings at a glance
Days run from the moment read access to the customer systems is shared.
Entry
6 to 10 business days
Engine
10 to 16 business days
Audit Desk
16 to 24 business days
L13Getting started
What to have ready
A Channel Hub connection you are happy for us to test with
Read access to the systems holding customer records, and the rules your team already uses to decide that two records are the same
A named Channel Hub contact who can approve access requests
The fields from Channel Hub that Customer Identity Resolution must receive
Details of any other tools that already write to Customer Identity Resolution
Permission to document the route in your handover pack
M14Safety and ownership
Approved data only, through supported doors only
Access to Channel Hub is cut to the customer identity resolution work, and each write goes to a named place rather than to wherever the data could fit.
Leaves both tools alone
The build uses supported access on each side and does not alter how Channel Hub or Customer Identity Resolution behave for anyone else on your team.
Scoped, revocable access
Least-privilege access is the default, and it is documented.
Scoped to the route
The merged profile receives the agreed fields for this route alone, which keeps reports and permissions in Customer Identity Resolution simple.
Checked before it is repeated
Each retry is preceded by a read of Customer Identity Resolution through the matched identifiers and the profile they resolve to, which keeps a timeout from becoming a duplicate.
Minimal logging
The audit trail is made of IDs and decisions, not personal data.
Full handover
After handover you can maintain, change or retire the route on your own.
N15In their words
What BoldBellows clients say
Verified reviews from business owners who use BoldBellows automations every day, from marketing and sales to support and operations.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
P16FAQ
Identity resolution: what data and marketing teams ask
Short answers to what people ask before they book. Anything else can go in your quote request.
Is a one-step connector enough for Channel Hub customer identity resolution?
Buying one profile per real person across every system from a connector is fine. Expecting it to collect identifiers, score matches, merge by rule, queue the doubtful ones and keep an undo for every merge is where they fall short. That is the difference between moving data and running a route.
Which systems can be matched together?
CRMs, stores, email tools, help desks and databases that offer an API or export can be matched together, and the quote lists the ones you use.
How does it decide two records are the same person?
By rules you approve, such as exact email, phone plus surname or address, each with a score.
Can merges be undone?
Yes. The original records and the evidence are kept for every merge.
What about shared emails?
Shared contact details count as weak evidence, so those cases go to review or become a household link.
Does it help with privacy requests?
A resolved profile points to every record about a person, which makes access and deletion requests easier to complete.
What shapes the price of identity resolution?
The systems involved, the volume of records and the rules set one amount, which is fixed in your quote before work starts.
Will there be a written map for Channel Hub customer identity resolution?
Match rules, review thresholds and the undo approach go to you for approval, and no record is merged until you agree.
Is customer identity resolution adjustable to the way our team works?
Yes. If customer identity resolution depends on your policy, we build the policy in. Prices open at $2,620.
How are Channel Hub API changes handled?
We write down what the route assumes. When an assumption stops being true, the route stops that step and says so, rather than improvising.
Q17Know your customers once, not three times
Give every person one profile and the evidence that makes it right
Tell us where your customers are duplicated and how you decide today; your written quote arrives before a single record is merged.
- From $2,620, paid once
- Scored, not guessed
- Every merge reversible
- No monthly fee from us
If your process has extra branches, we will price them on their own line.