Merge contacts permissions

Hope this one can be realized!

Hello HubSpot support. Do you have any news about this? Please enable this set of permissions :slightly_smiling_face:

The ability to designate permissions for merging is critical as any records can currently be merged by anyone and impacts data quality and integrity. This is especially important for companies and contacts. The act of merging two records has more of an impact that if one was deleted (since there is no way to ‘undo’ a merge). Deleting can be restricted and deleted records can be restored. Two key items for merging:

1.Permissions to restrict who can merge (similar to delete)

2.History details for merged records. When merging two records, the only information provided is “<Record X was merged with <Record Y>”. There is no reference to “who” completed the merge and which records were merged.

Absolutely agreed. We have an issue in our organization where HubSpot is integrated with our primary inventory app. Our issue is specifically with Users merging Deals. When this happens, it creates false data in our primary inventory app which necessitates manual workarounds that would not be necessary if we had the ability to prevent Users from merging Deals. The only option we have is to make company-wide posts imploring Users NOT to ever merge Deals. The impacts of Users merging Deals are fairly widespread - we see impacts in reporting, accounting, and other important areas.

I’m not sure why HubSpot simply doesn’t just roll out the ability for Super Admins to DISABLE the merge feature; it would be a huge benefit and would save us tons of time having to do tedious manual workarounds as well as saving time having to make company-wide posts explaining to Users why this has a negative impact on our database.

Posting here because I just had correspondence with a support agent who recommended upvoting this post and posting myself because this feature is currently unavailable.

Totally agree, it is a big problem in our company due to integrations

+1

+1

This is one of the few remaining sources we have our salespeople being able to muck up our attribution reporting :-(. This would be a welcome addition merge is as powerful as delete.

Please.

Can’t be that we restrict our users to EDIT only so that they can’t DELETE companies.

But yet they can MERGE and make organizations disappear.

Hi @jcj87 ,

Thank you so much for posting this - your idea absolutely makes sense. I noticed that this idea exists on the Ideas Forum already (and your fellow Power User @RiccardoPisani was the poster!): https://community.hubspot.com/t5/HubSpot-Ideas/Separate-user-setting-permission-for-contact-merges/idi-p/260141. The product team is regularly reviewing the Ideas Forum to ensure we’re delivering the most requested features from a product standpoint, so I recommend commenting and upvoting there.

The Power User Community is a great place to discuss alternative ways to ensure that contacts don’t inadvertently get merged when there are many users in a portal. I would love to hear more from you and other users about challenges with setting permissions for particular teams. How have others dealt with similar situations?

Thanks @lalexander for mentioning me on this one - @jcj87 yeah, it would be great having one specific permission dedicated to contact merges - I would give it to a few and well-trained ppl only!

The ability to designate permissions for merging is critical as any records can currently be merged by anyone and impacts data quality and integrity. This is especially important for companies and contacts. The act of merging two records has more of an impact that if one was deleted (since there is no way to ‘undo’ a merge). Deleting can be restricted and deleted records can be restored. Two key items for merging:

1.Permissions to restrict who can merge (similar to delete)

2.History details for merged records. When merging two records, the only information provided is “<Record X was merged with <Record Y>”. There is no reference to “who” completed the merge and which records were merged.

Hi @jcj87 ,

This is a great suggestion and would be fantatsic to see this functionlity rolled out to the delte function also would you agree?

Currently giving the user the ‘Edit’ permission allows them to merge or delete contacts they own, we outseleves have over 50 portal users so being able to control who can and cannot delete records would be a fantatsic develpment.

Could you please consider adding a permission to restrict/allow users to merge records. This action is irreversible so there should be more control over who can action this.

We have certain properties that reps are limited from editing. If they merge records, however, the protected fields are changed. Limited who can merge records world avoid this. Great idea @ngould.

100% agreed. It also seem Hubspot during merges seem to choose what filds get updated.

+1 this is 100% needed

@lalexanderI couldn’t access this link, is that idea still available? we have over 600 users and allowing them to merge objects has a huge impact for us…

+1!

My customer needs to restrict some users from merging deals based on their role. It is necessary to implement more customizable permissions in HubSpot, as the only way to achieve this is by setting the edit permissions as None, which is not the desired outcome as the team members still need to update the records. There should be a explicit way to restrict/grant users access from performing actions on the CRM like merging records. Thanks!