As your company grows and expands, keeping your CRM data clean and organized becomes a challenge. Whether from imports or manual data entry errors, it’s easy for duplicate companies to accumulate over time.
They can cause confusion, hamper accurate reporting, and dilute your understanding of client interactions.
Knowing how to merge companies in HubSpot can significantly enhance business data management. Follow the steps in this article to merge companies and fix duplicate companies in HubSpot.
How to merge companies in HubSpot
When you merge companies in HubSpot, it results in one company with activities and associations from both primary and secondary companies. However, there are two scenarios in which you can’t merge a company.
If you are looking for details on how to merge a contact, check our article on how to merge contacts in HubSpot.
First, you can’t merge a parent or child company. Second, you can’t merge a company if you’ve enabled the HubSpot Salesforce integration. So, keep that in mind before you begin. Here are the steps to merge companies in HubSpot.
Step 1: Click Contacts in the top-left corner of the screen and Companies in the drop-down menu.
Step 2: Select the company that you want to keep as primary.
Step 3: Click Actions and select Merge.
Step 4: In the dialog box, click Search and pick the secondary company. Click Merge.
To prevent the recurrence of duplicate companies, implement standardized data entry practices and conduct regular cleanups.
How to identify duplicate records in HubSpot
If you have many duplicate records, the above method for merging can be difficult and time-consuming. Instead, you can use the Manage Duplicates feature. Go to your Companies or Contacts home screen, click Actions, and Manage duplicates.
Here, you’ll find pairs of duplicate companies or contacts ready for review.
To compare the record properties of a pair of duplicates, click Review next to them. Then, select the one you want to keep and click Merge. If the two records are not duplicates, click Reject.
Using this feature, you can go through hundreds of duplicates in just a few minutes! However, this feature is only available to Operations Hub Professional and Enterprise users. Check this knowledge page to learn more about how to deduplicate records in HubSpot.
Automate your HubSpot workflow using Bardeen
Bardeen is a no-code workflow automation extension in Chrome, and it enables you to automate repetitive tasks without any coding knowledge. It’s integrated with HubSpot and many popular apps and websites.
One of its best features is Magic Box: just describe what you want to automate, and it’ll use AI to build an automation based on your requirement—no need to learn coding or any complex workflows. It’s free to get started!
The HubSpot integration enables you to set up automations that consolidate information, update details, and ensure consistency. Here are three company-related HubSpot automations in Bardeen.
If you integrate HubSpot with Notion, you can skip the copy-pasting with this automation. Whenever a new HubSpot company is created, it’ll copy that company data to a new Notion page.
This automation will copy a Salesforce account as a new company in HubSpot. It’ll include domain, name, and other details. Integrating Salesforce with HubSpot doesn’t have to cost a fortune. Check this article for more Salesforce automations.
Do you want to save Crunchbase data HubSpot? This automation reduces that task to only a few clicks, and it includes data like name, domain, industry, city, and more.
Incorporating Bardeen into your HubSpot workflow means less time spent on tedious manual tasks and more time dedicated to building meaningful relationships with clients, partners, and collaborators. Check these articles to learn about more HubSpot automations and integrations.
A clean and organized company database drives efficient communication, collaboration, and business growth. By adhering to this step-by-step guide, you can seamlessly merge companies in HubSpot, eliminating duplicate entries and enhancing your business insights.
As your next step after reading this article, try merging companies in HubSpot yourself. However, be careful since contacts and companies can’t be unmerged.
Improving your company database is only the first step in leveraging HubSpot to its full capacity for your sales efforts. Next, read this article to learn more about how to use HubSpot for sales.