How To Merge Companies In Hubspot

Merging companies in HubSpot can be a daunting task, especially when dealing with large volumes of data. However, it is often necessary to maintain clean records and optimize your CRM for effective customer relationship management. In this guide, we’ll walk you through the process of merging companies in HubSpot and highlight how our company, Audox, can assist you in seamlessly managing this task.

Why Merge Companies in HubSpot?

Managing multiple records for the same company can lead to confusion and inefficiencies in communication. Merging duplicate companies helps to:

  • Ensure consistent and up-to-date information across departments.
  • Improve data accuracy and enhance customer service.
  • Streamline reporting and analysis efforts.

Step-by-Step Process to Merge Companies in HubSpot

  1. Identify Duplicate Companies: Use HubSpot’s filter and search options to locate duplicate company records. Look for similar names, domains, and attributes.
  2. Select the Primary Company Record: Choose the record you want to retain. The primary record’s properties will remain intact, while data from the duplicate will merge into it.
  3. Merge the Records: Navigate to the companies tab in your HubSpot dashboard. Select the duplicates you’d like to merge, and click on the “Merge” option. Confirm your action and HubSpot will process the merge.
  4. Verify Merged Data: Once merged, check the primary record to ensure all information is accurate and complete. Re-run filters and searches to confirm deletion of the duplicate entry.

How Audox Can Help You

At Audox, we specialize in CRM optimization and data management services, ensuring your HubSpot database is organized and efficient. Our team offers:

  • Custom Strategies: Tailored plans to streamline your merge process, focusing on your unique needs.
  • Data Integrity Checks: Ensure only the necessary information and accurate records remain post-merge.
  • Training and Support: Provide instructional resources and live support for your team to handle merges smoothly in the future.

Conclusion

Merging companies in HubSpot is integral for maintaining a tidy and effective CRM. With the right processes in place, you can consolidate company records efficiently. For more specific solutions tailored to your organization, contact Audox. Our team is dedicated to simplifying your CRM management and enhancing your operational efficiency.