As your business grows, it gets more and more difficult to keep your data clean. With information coming from more places --- inbound, imports, integrations, and more --- inevitably, it’s sometimes necessary to clean things up. Today’s update enables you to keep your company database dupe-free.
How it Works
- In your HubSpot CRM account, navigate to Companies.
- Search for and click on the name of the company record you want to keep -- in other words, the one that you'll be merging another company into.
Click on the gear to the right of the company's name in the upper left corner and select Merge.
Search for and select the company you want to merge into the primary company, then click Next Step.
- Read the copy of the next step and click Merge when you're ready.
You will be notified that the merge is in progress. Please be aware that it can take up to 30 minutes for all of the contacts activities to sync
Once you've completed the process, the two companies will be merged into one. Curious about the technical side of the process --- what happens to properties, deal/contact assocations, etc.? Read through this brand new help document, "What happens when I merge two companies?" , to get the full scoop.
The change is now live to all HubSpot CRM portals. Note that, at this time, company merge is only available in portals not integrated with Salesforce. Ready to start merging companies? Dig into your HubSpot CRM portal now.