How To Merge Contacts On Hubspot

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In the digital world, Hubspot stands out as a powerful platform for marketing, sales, and customer service. It boasts an array of capabilities, including contact management. This blog post aims to assist you in merging contacts on Hubspot, utilizing a helpful feature that streamlines record-keeping and eliminates duplicate entries.

Why Merge Contacts?

As your customer base grows, it becomes increasingly likely you’ll end up with duplicate contacts. This can happen for a variety of reasons, such as a contact changing their email address, or two different team members creating a contact for the same person. Merging contacts on Hubspot allows you to consolidate all the information related to a single person into one contact record, making it easier to manage and maintain the accuracy of your data.

Steps to Merge Contacts on Hubspot

Below, we provide a step-by-step guide on how to merge contacts in Hubspot:

Step 1: Locate the Duplicate Contacts

The first step is to identify the contacts you want to merge. Within your Hubspot dashboard, navigate to Contacts > Contacts.

Step 2: Select the Contacts

From your contacts list, select the checkbox next to the duplicate contacts you want to merge.

Step 3: Click on ‘Merge’

With the contacts selected, click on Actions > Merge.

Step 4: Finalize the Merge

Choose a primary contact. The email, name, and company name of the primary contact will be used in the merged contact record. Once you’ve selected the primary contact, click on Merge.

// Below is a representation of the steps:
// 1. Navigate to Contacts > Contacts
// 2. Select the duplicate contacts
// 3. Click on Actions > Merge
// 4. Choose the primary contact
// 5. Click on Merge

Conclusion

Merging contacts on Hubspot is a straightforward process that can significantly improve your data organization and management. Remember, a clean, organized contacts list will enhance your marketing efforts and help you build stronger relationships with your customers.