HubSpot Quick Guide to Merging Contacts and Companies
Merging contacts and companies inside of HubSpot is critical to maintaining data cleanliness. But how do you do it? In this video, we show you two ways to merge contacts and companies in HubSpot.
In this video we’ll cover:
How to merge contacts and companies from contact records
How to merge contacts and companies from company records
Why merging contacts and companies is a valuable tool for finding missing information
00:00 Introduction
00:24 Merging contacts in HubSpot with contact records
00:57 Primary records for merging contacts in HubSpot
01:21 Adding unknown information to the primary record
01:56 Merging contacts in HubSpot from the companies tab
02:20 Merging multiple records with Operations Hub
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HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
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