Merge companies

In your HubSpot account, you can merge two companies into one record. Before you merge your companies, understand what happens to the data on the company records.

Please note: once you've merged two company records, it is not possible to unmerge them. Learn how to create a new company with the merged secondary record's domain.

Merge companies

• In your HubSpot account, navigate to Contacts > Companies.
• Click the company name that will be kept as your primary company.
• In the left panel, click the Actions dropdown menu and select Merge.

• In the dialog box, click the dropdown menu and search for the company to merge into the primary company. Once you've selected your secondary company, click Merge. The resulting company will use the primary company's domain and the secondary company's domain will no longer be used.

Please note: if you merge companies while on a call, the call will be automatically disconnected.

• You will be notified that the merge is in progress. It can take up to 30 minutes for all of the companies' activities to sync.

What happens when I merge two companies?

The primary company record will remain after the merge. The secondary company will be merged into the primary record.

Company properties

In general, the most recent value for each property is adopted by the primary company. The following properties are exceptions:

• Company name: the name of the primary company is maintained.
• Company domain name: 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 re-synced and you will see the total number of page views and visits for both companies combined.
• Analytics - Original Source Type: the oldest value for the original source property is kept, unless the source has been manually updated. In that case, the manually updated value will remain.

Associations and engagements

All association objects and timeline activities of both records will be merged and will appear on the primary company record.

Workflow enrollments (Professional and Enterprise only)

• The secondary company will be unenrolled from all workflows.
• The primary company will not automatically enroll in any workflows as a result of data changes that happened during the merge.
• Moving forward, the primary company can be enrolled in workflows as a result of property changes or actions unrelated to the merge.

Salesforce sync (Professional and Enterprise only)

You will not have the option to merge company records if your account is integrated with Salesforce.  

Can I unmerge companies?

It is not possible to unmerge companies, but you can use the Merge company IDs property to view which records were previously merged into an existing company record.

If a merged company has multiple domains, you can delete the additional company domain in the merged company record and create a new company with that company domain name.

• In your HubSpot account, navigate to Contacts > Companies.

• Click the name of the company.

• In the About card, hover over the Company domain name property and click the pencil icon edit.

• In the dialog box, click the X for the value under Merged domain.

• At the bottom of the screen, click Save.

You can now create a new company with the deleted company domain name.