How can I merge records in HubSpot?

In your HubSpot account, you can merge two records of the same object into one record. The remaining record combines activities, associations, and most property values from both records. For example, merge duplicate contacts to preserve historical context and consolidate their activity timelines.

Before you get started

When preparing to merging records, you should understand how your record data will be affected. The expected behavior for merging records differs based on which object’s records you’re merging. Learn more about what happens to your data for each type of merge.

It's also important to note that once you've merged two records, it is not possible to unmerge them. For contacts and companies, you can create a new record with the merged email addresses or domain names. For all objects, you can use the Merged [record] IDs property to view previously merged records.

 

Merge records

To merge records in your account:

1. Navigate to your records:
   • Contacts: In your HubSpot account, navigate to CRM > Contacts.
   • Companies: In your HubSpot account, navigate to CRM > Companies.
   • Deals: In your HubSpot account, navigate to CRM > Deals.
   • Tickets: In your HubSpot account, navigate to CRM > Tickets.
   • Appointments (if activated): In your HubSpot account, navigate to CRM > Appointments.
   • Courses (if activated): In your HubSpot account, navigate to CRM > Courses.
   • Listings (if activated): In your HubSpot account, navigate to CRM > Listings.
• Services (if activated): In your HubSpot account, navigate to CRM > Services.
• Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
2. Click the name of the record you want to be the primary. This is the one that will remain in your account.
3. In the left panel, click the Actions dropdown menu, then select Merge.

4. In the dialog box, click the dropdown menu, then search for and select the record to merge into the primary record. This is considered your secondary record.

1. 1. To choose which property values are retained in the resulting record, click the values you want to keep. By default, the primary record's properties are selected since they are generally kept following a merge.
   2. To change which properties are displayed when comparing the records, click Set properties to review. Click Apply once you've selected the properties.
   
   5. Click Merge.

You'll be notified that the merge is in progress. It can take up to 30 minutes for all the records’ activities to sync.

If your merge fails, it may be due to a merge limit. You cannot merge records if they've been included in a combined total of 250+ merges (e.g, Contact A and Contact B have been involved in 130 merges each). Once this limit is reached, you need to either create a new record or manually edit the record instead of merging. There are also certain scenarios where you cannot merge companies.

View records that have been merged

You can use the Merged [record] IDs properties to view which records were previously involved in a merge. You can access this property on an individual record, or filter all of your records based on if they have a value for the property.

To view the property on an individual record:

1. Navigate to your records.
2. Click the name of a record.
3. In the left panel, click Actions, then click View all properties.
4. In the search bar, enter Merged.

• If the record was involved in a merge, the Merged [record] IDs property will contain the Record ID values of all records previously merged into that record.
• Hover on the Merged [record] IDs property value and click Details to view who performed the merge and the timestamp when it occurred.