{"schema":"https://www.layerpath.com/schemas/public-document/v1","version":1,"id":"/learn/how-to-merge-contacts-in-hubspot","route":"/learn/how-to-merge-contacts-in-hubspot","canonical":"https://www.layerpath.com/learn/how-to-merge-contacts-in-hubspot","title":"How to Merge Contacts in HubSpot","h1":"How to Merge Contacts in HubSpot","description":"Learn how to efficiently merge contacts in HubSpot to streamline your CRM. Follow our step-by-step guide for a seamless experience and improved organization.","archetype":"tutorial","blocks":[{"type":"heading","depth":1,"children":[{"type":"text","value":"How to Merge Contacts in HubSpot"}]},{"type":"paragraph","children":[{"type":"text","value":"This guide will walk you through the process of merging duplicate contacts in HubSpot. Follow each step carefully to ensure all duplicates are managed effectively."}]},{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmakyqizz000clg0ducdf2o0t/tour","canonicalUrl":"https://share.layerpath.com/e/cmakyqizz000clg0ducdf2o0t/tour","id":"cmakyqizz000clg0ducdf2o0t"},{"type":"list","ordered":true,"items":[{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Log in to HubSpot"}]},{"type":"text","value":" – Open "},{"type":"link","href":"https://www.hubspot.com/","children":[{"type":"text","value":"hubspot.com"}]},{"type":"text","value":", sign in to your account, and go to your dashboard."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Go to Contacts"}]},{"type":"text","value":" – From the top navigation bar, click on "},{"type":"strong","children":[{"type":"text","value":"“Contacts”"}]},{"type":"text","value":" and select "},{"type":"strong","children":[{"type":"text","value":"“Contacts”"}]},{"type":"text","value":" again from the dropdown."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Search the Contacts"}]},{"type":"text","value":" – Use the search bar to find the first contact you want to merge."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Open the Primary Contact"}]},{"type":"text","value":" – Click on the name of the contact you want to keep as the "},{"type":"strong","children":[{"type":"text","value":"primary"}]},{"type":"text","value":" (this contact's data will be prioritized)."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Click “Actions”"}]},{"type":"text","value":" – In the top-right corner of the contact profile, click 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."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Select the Second Contact"}]},{"type":"text","value":" – Search for the duplicate contact you want to merge into the primary one and select it."}]}]},{"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 the data, timeline, and activity into one contact record."}]}]}]}],"tours":[{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmakyqizz000clg0ducdf2o0t/tour","canonicalUrl":"https://share.layerpath.com/e/cmakyqizz000clg0ducdf2o0t/tour","id":"cmakyqizz000clg0ducdf2o0t"}],"plainText":["How to Merge Contacts in HubSpot","This guide will walk you through the process of merging duplicate contacts in HubSpot. Follow each step carefully to ensure all duplicates are managed effectively.","https://share.layerpath.com/e/cmakyqizz000clg0ducdf2o0t/tour","Log in to HubSpot – Open hubspot.com, sign in to your account, and go to your dashboard.\nGo to Contacts – From the top navigation bar, click on “Contacts” and select “Contacts” again from the dropdown.\nSearch the Contacts – Use the search bar to find the first contact you want to merge.\nOpen the Primary Contact – Click on the name of the contact you want to keep as the primary (this contact's data will be prioritized).\nClick “Actions” – In the top-right corner of the contact profile, click the “Actions” dropdown.\nSelect “Merge” – Choose “Merge” from the dropdown menu.\nSelect the Second Contact – Search for the duplicate contact you want to merge into the primary one and select it.\nConfirm the Merge – Click “Merge” to finalize. HubSpot will combine the data, timeline, and activity into one contact record."]}