How do I merge Duplicate Records in HubSpot?
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How do I merge Duplicate Records in HubSpot?

If your partner has submitted tickets from 2 different email addresses or has submitted a ticket using an incorrect email address, there could be 2 records that need to be merged.

HubSpot Documentation here: https://knowledge.hubspot.com/crm-setup/merge-records

 

Example:

  1. You find a contact duplicate contact record

    1. Michelle Zurawski has 2 email addresses

      1. michelle.zurawski@beasley.digital & michelle.zurawski@bbgi.com

  1. Determine which record you would like to keep as the primary record

    1. On that record hit Actions > Merge

  2. In the ‘Merge Contacts’ menu, find the duplicate record and click Merge

     

  3. Once merged you will see the new contact record shows the data from both records is merged

    Noticed both email addresses are present