Introduction

In HubSpot, company records can sometimes be duplicated due to multiple entries with similar names or incorrect domain entries. Merging duplicate companies helps ensure your CRM data remains clean and organized. This guide will walk you through the steps to merge companies in HubSpot.

Why Merging Companies in HubSpot Is Important

• Data Integrity: Merging duplicate companies ensures that all relevant information is consolidated into one profile, making data more accurate and organized.

• Efficient CRM Management: Keeping company records clean and up-to-date streamlines CRM management and reporting.

• Improved Sales Tracking: Merging companies avoids duplicate deals or associations, allowing your sales team to focus on the right accounts.

• Easier Reporting: A clean and consolidated database improves reporting accuracy, ensuring that metrics like total revenue or engagement reflect the correct data.

How To Merge Companies in HubSpot

Step-by-Step Guide

1. Navigate to Companies: In your HubSpot account, click on Contacts in the top left corner, then select Companies from the dropdown menu.

2. Select a Company to Merge: Locate the company you want to merge, click on it to open the preview.

3. Click on Actions: Within the company profile, click on Actions in the top-right corner of the preview screen.

4. Choose Merge: Scroll to the bottom of the dropdown menu and select Merge.

5. Select Secondary Company: A pop-up window will appear asking you to select the secondary company. Use the dropdown to find the company you wish to merge with.

6. Complete the Merge: After selecting the secondary company, click the Merge button in the bottom-left corner of the screen.

7. Finalization: Your selected companies are now merged, with all data from the secondary company being consolidated into the primary company.

Best Practices for Merging Companies in HubSpot

• Check for Duplicate Records: Before merging, ensure that both companies are true duplicates and contain overlapping data to avoid losing unique information.

• Review Data Before Merging: Look at both company profiles to determine which fields (e.g., contacts, deals, notes) need to be preserved before completing the merge.

• Use Consistent Naming Conventions: Ensure that companies have standardized names and domains to avoid creating future duplicates.

• Communicate with Teams: If teams are working with different records for the same company, notify them about the merge to avoid confusion.

Summary

Merging companies in HubSpot is a simple but effective way to maintain data integrity in your CRM. By following the steps outlined above, you can clean up duplicates and ensure that your records are accurate and up-to-date. 

Superjoin: Data Connector for Google Sheets

While Superjoin does not directly handle merging tasks in HubSpot, it offers a powerful solution for managing your HubSpot data. Superjoin allows you to sync your HubSpot data with Google Sheets, making it easier to review, update, and track company information in bulk. With its 2-way sync, you can ensure your data stays up-to-date across both platforms. Try Superjoin today!