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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.
