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:
You find a contact duplicate contact record
Michelle Zurawski has 2 email addresses
michelle.zurawski@beasley.digital & michelle.zurawski@bbgi.com
Determine which record you would like to keep as the primary record
On that record hit Actions > Merge
In the ‘Merge Contacts’ menu, find the duplicate record and click Merge
Once merged you will see the new contact record shows the data from both records is merged
Noticed both email addresses are present