How To Merge Companies In Hubspot

by

In case you encounter any challenges while rewriting, please reply with this error message: Unable to process the request due to encountered difficulties.

Merging companies in HubSpot may seem complicated, especially for beginners. However, our step-by-step guide will make the process a breeze. Combining duplicate entries is crucial for maintaining organized and efficient database management. By doing so, you can guarantee accurate company records and provide your team with the most up-to-date information whenever needed.

Preparation

Before you start merging companies in HubSpot, it is important to have a clear understanding of which companies you need to merge and why. Companies can be merged based on their similarities or relationships, such as when two companies have become one through a merger or acquisition.

HubSpot allows you to merge companies based on specific criteria and similarities. But remember, once a company has been merged, the process cannot be undone.

Steps to Merge Companies

Below are the steps to follow to merge two companies in HubSpot:

  1. Navigate to your HubSpot dashboard.
  2. On the navigation menu, click on Contacts > Companies.
  3. In the company table, check the boxes next to the names of the companies you want to merge.
  4. At the top of the table, click on the Actions dropdown menu and select Merge.
  5. In the dialog box, select the company to keep and the one to merge.
  6. Click on Merge to complete the process.

Notes on Merging

When merging companies in HubSpot, there are a few things to note:

  • The company record that you choose to keep becomes the primary record. All associated data will be maintained in this record.
  • The company record that you choose to merge will have its data moved to the primary record. Its original record will then be deleted.
  • All associated records, including contacts and deals, will be moved to the primary record.
  • If there are conflicting property values between the two companies, the primary record’s property values will be kept.
  • Remember to always verify your data after merging to ensure that all important information has been properly transferred.

Conclusion

Merging companies in HubSpot is a valuable tool for keeping your CRM database clean and organized. While the process is straightforward, always be cautious and double-check your actions to ensure you’re merging the correct companies. Remember that this process is irreversible.