How To Merge Companies in HubSpot
Follow these steps to merge 2 contacts in HubSpot:
- In your HubSpot account, navigate to Contacts on the top left corner and select Companies from the dropdown.
- Move towards the company you want to merge and click on it to preview it.
- Find Actions in the contact preview and click on it.
- You will find Merge at the bottom of the dropdown.
- You will see pop-up window asking for the company to be selected in the dropdown.
- Find the secondary company and hit the Merge button at the bottom left of the screen.
- Your selected companies are now merged.
Note:
- You can't unmerge records after you have merged them.
- If your merge fails, it may be due to a merge limit.
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