Deals

Merge deals

Last updated: March 18, 2021

Applies to:

All products and plans

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

 Merge deals

  • In your HubSpot account, navigate to Sales > Deals.
  • Locate and click the deal name that you want to be the primary deal record.
  • In the left panel, click the Actions dropdown menu and select Merge.

  • Search for the deal you want to merge with the primary deal. Once you've selected your secondary deal, click Merge.

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

What happens when I merge two deals?

Once you merge two deals, a new deal record will be created. All timeline activities and associated objects of both records will be merged and will appear on the new record.

Properties

When you merge two deals, the new deal record will adopt the property values of the primary deal. The following two properties are exceptions:

  • Create Date: the value for the oldest deal is maintained.
  • Deal ID: the resulting deal will have an entirely new value.

Workflow enrollments (Professional and Enterprise only)

Any deals that are enrolled in workflows before a merge will be unenrolled following a merge. The new deal will not be enrolled in the workflows of the previous deals or in any of your existing workflows, even if the new property values match a workflow's enrollment triggers following the merge. The new deal will be enrolled in a workflow only if you create a brand new workflow and the new deal meets that workflow's enrollment criteria, or if you manually enroll the record in a workflow.