How to merge records in hubspot?

Learn how to merge records in hubspot. In this guide, it's companies.

This guide will walk you through the process of merging records in Hubspot.

Click on the "Actions" button located in the top right corner of the screen.

Select the "Merge" option from the dropdown menu.

Click on the "Search" button to begin the merge process.

Enter the name or email address of the contact you wish to merge with in the search bar.

Click on the "Merge" button to complete the merge.

This guide covered the steps necessary to merge records in Hubspot.