How to Merge Companies
in HubSpot

Discover the step-by-step process to merge companies in HubSpot effectively. Streamline your CRM and enhance your data management with our expert guide.

  1. Log in to HubSpot – Go to hubspot.com and sign in with your credentials.

  2. Navigate to Companies – From the top menu, click on “Contacts” > “Companies” to view your company records.

  3. Search the Primary Company – Use the search bar to find the company record you want to keep as the primary.

  4. Open Company Profile – Click on the company name to open its profile. This will be the main record after merging.

  5. Click “Actions” – In the top-right corner of the company profile, click on the “Actions” dropdown.

  6. Select “Merge” – Choose “Merge” from the dropdown menu options.

  7. Find the Duplicate Company – Search and select the duplicate company you want to merge into the primary one.

  8. Confirm the Merge – Click “Merge” to finalize. HubSpot will combine both records, keeping the primary one’s data as default.

Ready to transform how you create content?

Ready to transform how you create content?

Ready to transform how you create content?

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