Automatically merge duplicate contacts and companies

You can configure settings to automatically merge duplicate contacts and companies identified by the duplicate management tool if they have certain property value matches. For example, you can choose to automatically merge contacts if they have the same First Name and Phone number values.

Before you turn on automatic merges, review what happens when you merge records. You cannot undo merges once the setting is turned on, but you can turn off the setting to avoid automatic merges.

To set up automatic merging:

1. In your HubSpot account, navigate to contacts or companies:
   
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
2. In the upper right, click Actions > Manage duplicates.
3. In the upper right, click Auto-merge settings.

4. In the right panel, set up your automatic merge settings:
   • To manage settings for contacts, click the Contacts tab. To manage settings for companies, click the Companies tab.
   • Toggle the Automatically merge contact duplicates switch on.
   • Select the properties that determine if records are automatically merged. Records must have exact matching values for all selected properties for a merge to occur.
   • Select merge criterion to set criteria for which record to keep as the primary record.
   • Click Save [contact/company] settings to confirm. 
5. Applicable record pairs in the duplicates list will be automatically merged and removed from the list. Moving forward, when the duplicate management tool identifies applicable record pairs, they'll be automatically merged.

Learn more about what happens when you merge records.