Combining contacts in HubSpot is an easy task that helps save you time while ensuring your database stays organized. By merging two contacts together, you bring together their information into a single record, thus avoiding any duplications of data.
Step 1: Identify the Contacts to Merge
The first step in merging contacts is to identify which contacts you want to merge. You can do this by searching for the contacts in HubSpot’s search bar or by navigating to the “Contacts” tab and selecting the contacts you want to merge.
Step 2: Select the Primary Contact
Once you have identified the contacts you want to merge, you will need to select which contact will be the primary contact. This is important because all of the information from the secondary contact will be merged into the primary contact’s record.
Step 3: Merge the Contacts
To merge the contacts, navigate to the “Contacts” tab and select the primary contact. Then, click on the “Merge” button in the top right corner of the screen. From there, you will be able to select the secondary contact that you want to merge into the primary contact’s record.
Step 4: Review the Merged Contact
After merging the contacts, it is important to review the merged contact to ensure that all of the information has been accurately combined. You can do this by navigating to the “Contacts” tab and selecting the merged contact.
Conclusion
Merging contacts in HubSpot is a simple process that can save you time and keep your database organized. By following these steps, you can easily merge two contacts into one record, eliminating any duplicate data.