How to merge companies in HubSpot
Raina Ahuja
|
12 steps
|
22 seconds
HubSpot
1
Navigate to your HubSpot workspace.
2
Select "Contacts" in the main navigation bar.
3
Select "Companies".
4
Click the "Search name, phone, or domain" field.
5
Search for the company you want to merge into.
information ordinal icon
The first company you search for will be your primary domain.
6
Click the company name.
7
Click on "Actions".
8
Click "Merge".
9
Click "Search".
10
Search for the other company you want to merge.
11
Click the company name.
12
Select "Merge".