As your company expands, there may come a time when it becomes necessary to merge records within your Hubspot CRM in order to maintain accurate and current data. In this blog post, we will provide a detailed, step-by-step guide on merging companies in Hubspot.
Merging Companies: A Step-by-Step Guide
- Navigate to your companies: In your HubSpot account, navigate to Contacts > Companies.
- Select the company records: Select the checkboxes next to the company records you want to merge. You can select up to 10 records.
- Click on ‘Actions’: At the top of the table, click Actions > Merge.
- Choose your primary record: In the dialog box, click the dropdown menu and select the primary record. The primary record is the record that the other records will be merged into. After the merge, the primary record’s property values will be kept.
- Review the merge: Review the changes that will be made to the records, then click Merge.
Note:
Hubspot will keep a history of the merge. You can view the history of a merge in a record’s property history. In the property history, you’ll see the old value and new value for each updated property.
Conclusion:
Merging companies in Hubspot is a straightforward process that can help maintain an organized and efficient CRM system. However, always exercise caution when merging records to prevent loss of vital data. If you’re unsure, it’s advisable to reach out to Hubspot support for further assistance.
