1. First, log in to your HubSpot account.
2. Click on "CRM".
3. Then, click on "Contacts".
4. Search the contact to be merged and click on the "Name".
5. Next, click on "Actions".
6. Afterwards, click on "Merge".
7. After that, click "Search" and select the contact to which you want to merge the selected one.
8. Lastly, click on "Merge".
9. Congratulations!
You have successfully merged two contacts on HubSpot.
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This interactive demo/guided walkthrough on How to Merge Contacts in HubSpot was created using Supademo.
How to Merge Contacts in HubSpot : Step-by-Step Guide
Start by signing into your HubSpot account to access all your contact management tools.
Once logged in, navigate to the main navigation menu and select the "CRM" section to manage your customer relationships.
Inside the CRM, click on "Contacts" to view and organize all your saved contact records.
Use the search bar to find the specific contact you want to merge, then click on their name to open their detailed profile page.
In the contact’s profile, locate and click the "Actions" button to see the available options for managing this contact.
From the dropdown menu under "Actions," select "Merge" to start combining this contact with another one.
Click "Search" to find the contact you want to merge with the current one, then choose the correct contact from the suggestions.
After confirming your selection, click the "Merge" button to finalize combining both contacts into one unified record.
Well done! You’ve successfully merged two contact entries, helping keep your database clean and up-to-date.
Now you’re ready to create a Supademo quickly and easily whenever you need one.
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FAQs
Commonly asked questions about this topic.
What does merging contacts in HubSpot do?
Can I undo a contact merge in HubSpot?
Do merged contacts lose any information?
How do I select which contact remains after merging?
Is it possible to merge more than two contacts at once?
Do I need special permissions to merge contacts?
Can merged contacts affect marketing or sales workflows?
What happens to email communication after merging contacts?
Can I merge contacts across different HubSpot accounts?
How often should I merge duplicate contacts?
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.
