{"schema":"https://www.layerpath.com/schemas/public-document/v1","version":1,"id":"/learn/how-to-merge-companies-in-hubspot","route":"/learn/how-to-merge-companies-in-hubspot","canonical":"https://www.layerpath.com/learn/how-to-merge-companies-in-hubspot","title":"How to Merge Companies in HubSpot","h1":"How to Merge Companies in HubSpot","description":"Discover the step-by-step process to merge companies in HubSpot effectively. Streamline your CRM and enhance your data management with our expert guide.","archetype":"tutorial","blocks":[{"type":"heading","depth":1,"children":[{"type":"text","value":"How to Merge Companies in HubSpot"}]},{"type":"paragraph","children":[{"type":"text","value":"Discover the step-by-step process to merge companies in HubSpot effectively. Streamline your CRM and enhance your data management with our expert guide."}]},{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmakzw1go0004jx0dj3x6ryrg/tour","canonicalUrl":"https://share.layerpath.com/e/cmakzw1go0004jx0dj3x6ryrg/tour","id":"cmakzw1go0004jx0dj3x6ryrg"},{"type":"list","ordered":true,"items":[{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Log in to HubSpot"}]},{"type":"text","value":" – Go to "},{"type":"link","href":"https://www.hubspot.com/","children":[{"type":"text","value":"hubspot.com"}]},{"type":"text","value":" and sign in with your credentials."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Navigate to Companies"}]},{"type":"text","value":" – From the top menu, click on "},{"type":"strong","children":[{"type":"text","value":"“Contacts”"}]},{"type":"text","value":" > "},{"type":"strong","children":[{"type":"text","value":"“Companies”"}]},{"type":"text","value":" to view your company records."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Search the Primary Company"}]},{"type":"text","value":" – Use the search bar to find the company record you want to keep as the "},{"type":"strong","children":[{"type":"text","value":"primary"}]},{"type":"text","value":"."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Open Company Profile"}]},{"type":"text","value":" – Click on the company name to open its profile. This will be the main record after merging."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Click “Actions”"}]},{"type":"text","value":" – In the top-right corner of the company profile, click on the "},{"type":"strong","children":[{"type":"text","value":"“Actions”"}]},{"type":"text","value":" dropdown."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Select “Merge”"}]},{"type":"text","value":" – Choose "},{"type":"strong","children":[{"type":"text","value":"“Merge”"}]},{"type":"text","value":" from the dropdown menu options."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Find the Duplicate Company"}]},{"type":"text","value":" – Search and select the duplicate company you want to merge into the primary one."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Confirm the Merge"}]},{"type":"text","value":" – Click "},{"type":"strong","children":[{"type":"text","value":"“Merge”"}]},{"type":"text","value":" to finalize. HubSpot will combine both records, keeping the primary one’s data as default."}]}]}]}],"tours":[{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmakzw1go0004jx0dj3x6ryrg/tour","canonicalUrl":"https://share.layerpath.com/e/cmakzw1go0004jx0dj3x6ryrg/tour","id":"cmakzw1go0004jx0dj3x6ryrg"}],"plainText":["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.","https://share.layerpath.com/e/cmakzw1go0004jx0dj3x6ryrg/tour","Log in to HubSpot – Go to hubspot.com and sign in with your credentials.\nNavigate to Companies – From the top menu, click on “Contacts” > “Companies” to view your company records.\nSearch the Primary Company – Use the search bar to find the company record you want to keep as the primary.\nOpen Company Profile – Click on the company name to open its profile. This will be the main record after merging.\nClick “Actions” – In the top-right corner of the company profile, click on the “Actions” dropdown.\nSelect “Merge” – Choose “Merge” from the dropdown menu options.\nFind the Duplicate Company – Search and select the duplicate company you want to merge into the primary one.\nConfirm the Merge – Click “Merge” to finalize. HubSpot will combine both records, keeping the primary one’s data as default."]}