1. First, log in to your HubSpot account.
2. Click on "CRM".
3. Following that, click on "Companies".
4. Search the company you want to merge and click on the "Company Name".
5. Now, click on "Actions".
6. Next up, click on "Merge".
7. Afterward, search and select the company to which you want to merge the current company.
8. Finally, click on "Merge".
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This interactive demo/guided walkthrough on How to Merge Companies in HubSpot was created using Supademo.
How to Merge Companies in HubSpot : Step-by-Step Guide
Begin by signing in to your HubSpot account to access your dashboard and all features.
Once logged in, locate and select the “CRM” option from the main menu to manage your customer relationships.
Within the CRM section, click on “Companies” to view a list of all the organizations associated with your account.
Use the search bar to find the specific company you want to merge, then click on its name to open its detailed profile page.
On the company’s profile, look for the “Actions” button to reveal additional options for managing this company.
From the dropdown menu under “Actions,” select “Merge” to start combining records and avoid duplicate entries.
A new search box will appear—use it to find and choose the company that you want to merge with the current one, ensuring the information is consolidated correctly.
After selecting the target company, confirm the merge by clicking the “Merge” button to finalize and unify the company records.
With your companies successfully merged, you can now enjoy a streamlined database that enhances your CRM experience.
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FAQs
Commonly asked questions about this topic.
What happens when you merge two companies in HubSpot?
Can I undo a company merge in HubSpot?
Do I need special permissions to merge companies in HubSpot?
Are merged company records searchable in HubSpot?
What data is kept when merging companies in HubSpot?
Can I merge more than two companies at once?
Does merging companies affect their associated deals and contacts?
Will merging companies impact reporting and analytics in HubSpot?
Is there a cost to merge companies in HubSpot?
What should I consider before merging companies in HubSpot?
Vimal Kumar
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
