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Guide

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.

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  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.