Last updated: October 13, 2020
|All products and plans|
Merge two existing companies in HubSpot. Before you merge companies, understand what happens to the data in the two company records you're merging.
The primary company record will remain after the merge. The secondary company will be merged into the primary record.
In general, the most recent value for each property is adopted by the primary company. However, there are some exceptions to this rule:
Any associated deals or contacts will become associated with the newly established resulting company.
Please note: company-based workflows are only available to Professional and Enterprise subscriptions.
You will not have the option to merge company records if your account is integrated with Salesforce.
If you have enabled the setting to automatically create and associate contacts with companies by domain, and you add a new contact, HubSpot will associate the contact with a company using the following logic:
It is not possible to unmerge companies. You can delete the second company domain in your merged record and create a new company with that company domain name.
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.
When you create a custom property in HubSpot, the type of information you want the property to collect and...
Import files to create or update records in HubSpot. If you want to set up a two-way sync instead, learn more...
Format your import data correctly on your computer to prevent any errors when importing objects to HubSpot....