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Deals

Merge deals

Last updated: May 21, 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.

Please note: once you've merged two deal records, it is not possible to unmerge them.

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 with a unique deal ID.

Deal properties

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

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

Associations and engagements

All associated objects and timeline activities of both records will be merged and will appear on the new deal record.

Workflow enrollments (Sales Hub Professional and Enterprise only)

  • Any primary and secondary deals that are enrolled in workflows before a merge will be unenrolled following a merge. 
  • The resulting deal will not be enrolled in the workflows that the primary and secondary deals were enrolled in as a result of the merge.
  • The resulting deal will not automatically enroll in any workflows as a result of data changes that happen during the merge.
  • Moving forward, the resulting deal can be enrolled in workflows due to property changes or actions unrelated to the merge.