Duplicates

NatFrilay — Tue, 02 Jul 2024 10:15:41 GMT

Hi I want to merge two companies but the one that will be merged in the main company account has a contact and an open deal attached to it. How would that work when I ll merge company B with the contact and lead into company A ( who has several contacts and deals closed ).

Re: Duplicates

karstenkoehler — Tue, 02 Jul 2024 10:17:54 GMT

Hi @NatFrilay,

This is explained here: https://knowledge.hubspot.com/records/merge-records#company-merges

All associations and timeline activities of both records will be merged and will appear on the primary company record. In general, the most recent value for each property is adopted by the primary company. The following properties are exceptions:

Company name: the name of the primary company is maintained.

Company domain name: the web address of the primary company is maintained.

Lifecycle stage: the stage furthest down the funnel is maintained. For example, if one company is a Lead and the other is a Customer, the merged company will have a lifecycle stage of Customer.

Create date: the value for the oldest company is maintained.

Analytics properties: these properties are re-synced and you will see the total number of page views and visits for both companies combined.

Analytics - Original Source Type: the oldest value for the original source property is kept, unless the source has been manually updated. In that case, the manually updated value will remain.

The property value history for both company records can still be found in Property history in the primary company's record.

Summarized, you will see the associated contacts and deals of both duplicates on the merged final company record.

Best regards!

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Duplicates

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