If you wish to merge companies, it is important to understand what will happen to the data on the company records you are merging.
- Primary company - the company you begin the merge from; this will be the record that remains after the merge.
- Secondary company - the company you select during the merge process to merge into the primary.
When completing the merge, you'll see this confirmation message:
How to interpret the merge confirmation message:
"University of New Hampshire will be merged into Xavier University [...] The resulting company record will use the primary domain xavier.edu"
- This means that the company you originally selected to perform the merge remains as the existing company record. The company you selected during the merge process will merge into that original 'primary' company and use the domain of the original company.
"Timeline activity for both company records will be preserved in the new record [...] The most recent value for each property (e.g. 'Name') will be used for the new record."
- This means that the most recent values from either company will be the present values on the remaining company record. However, there are some exceptions; please see below for details.
- The history of property values from both company records can still be found in Property History in the remaining (primary) company's record.
- You will see a combination of timeline activity from both the primary and secondary company records on the remaining (primary) company's record.
In general, the most recent value for each property is adopted by the primary company. However, there are some exceptions to this rule:
- Domain - the web address of the primary company is maintained.
- Lifecycle Stage - the stage furthest down the funnel is maintained. For example, if one company is a Lead and the other is a Customer, the merged company will have a Lifecycle Stage of Customer.
- Create Date - the value for the oldest company is maintained.
- Analytics properties - these properties are resynced and you will see the total number of pageviews and visits for both companies combined.
- Analytics - Original Source Type - the oldest value for the original source property is kept.
What happens to associated deals and contacts?
Any associated deals or contacts will become associated with the newly established primary company.
- The secondary company will be unenrolled from all workflows.
- The primary company may join new workflows as a result of changing list memberships and/or properties.
What if one or both of the records are syncing to Salesforce?
- You will not have the option to merge company records if your account is integrated with Salesforce.
What happens when someone from "unh.edu" converts on the site later? Will they be auto-merged to Xavier?
When two companies with different domains are merged, the resulting company will keep track of both domains. One will be kept and displayed as the primary, the others will be kept as secondary domains.
Are domain names merged as well?
If you have company auto-associate by domain turned on, and you add a new contact, HubSpot will associate the contact with a company using the following logic:
- Check to see if there are any companies with that primary domain
- Check to see if there are any companies with that secondary domain
- Create a new company for that contact
It says "most recent value for each property will be used" but what about Create Date and Original Source Type?
For create date, the earliest date will be used. For Original Source, the value will be calculated based on the source of the oldest known contact on the company.