Introduction

Over time, you may encounter duplicate contacts in your HubSpot CRM. Merging contacts helps keep your data clean and organized, ensuring that all information is stored under a single, consolidated profile. This guide will walk you through how to merge contacts in HubSpot.

Why Merging Contacts in HubSpot Is Important

• Data Accuracy: Merging contacts ensures that all relevant information about a contact is stored under one profile, reducing redundancy and confusion.

• Efficient Contact Management: Consolidating duplicate contacts into a single record helps your team stay organized and focused on accurate data.

• Improved Reporting: Merged contacts ensure that your reports and engagement metrics are based on accurate, up-to-date information.

• Streamlined Communication: By merging contacts, you avoid sending multiple communications to the same person, improving your email marketing efforts.

How To Merge Contacts in HubSpot

Step-by-Step Guide

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

2. Select a Contact to Merge: Find the contact you want to merge and click on it to open the preview.

3. Click on Actions: In the contact preview, click on Actions in the top-right corner.

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

5. Select the Secondary Contact: A pop-up window will appear asking you to choose the secondary contact. Use the dropdown to find the contact you want to merge.

6. Complete the Merge: After selecting the secondary contact, click the Merge button at the bottom-left of the screen.

7. Finalization: Your selected contacts are now merged, and all data from the secondary contact is transferred to the primary contact.

Best Practices for Merging Contacts in HubSpot

• Review Contact Data: Before merging, review both contact profiles to ensure you're not losing any important information.

• Check for Duplicate Emails: Make sure both contacts have the same or similar email addresses, as HubSpot uses email to track contacts.

• Communicate with Your Team: If other team members are working with the contacts you're merging, notify them about the merge to avoid confusion.

• Double-Check Association Data: Ensure that all deals, activities, and notes are correctly associated with the merged contact.

Summary

Merging contacts in HubSpot is a simple but powerful way to keep your CRM organized and free of duplicate entries. By following these steps, you can ensure that your contact data remains accurate and efficient for your sales and marketing teams.

Superjoin: Data Connector for Google Sheets

While merging contacts helps maintain a clean CRM, managing your HubSpot data can be even more efficient with Superjoin. Superjoin allows you to sync your HubSpot contacts with Google Sheets, making it easier to track, update, and manage contact information in bulk. With its 2-way sync feature, you can ensure your contact lists stay up-to-date without manual imports. Try Superjoin today!