Merge contacts permissions

This is crucial for keeping record integrity in HubSpot.

Now that merging creates a new Record ID, being able to turn off Merge permissions at the user level is critical to the integrity of the tools the integrate with HubSpot.

Hi all - thank you for your feedback on merging permissions! I’m happy to report that merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects is now in private beta. You can request access here.

Please let me know if you have any feedback!

@AmandaBaker Hi!

I cannot find this beta feature from my account, is this restricted to a certain license?

Thanks!

@hubspot - where is this function? There is plenty of activity here of your customers saying we need this. We consistently have issues with users who do not listen to our policies and continue to complete merges incorrectly because we can’t set permissions. Please work on this.

We would like to restrict users from being able to merge companies together, whilst still being able to edit company details. If the merge permission was seperated out into its own permission, we would be able to restrict users from merging, whilst also allowing them to edit company details.
For example, their could be another setting here called merge, which you could amend like view edit and delete.

+1 This really needs to be added. Merging things without approval has the potential to really mess up platform integrations.

Agreed, this is a vital function that should be restricted. There are massive consequences to merging companies that shouldn’t be merged, for example.

Merging Records should be only in the hands of Admins/ or a separate permission - Especially when integrations are involved as this could mess up our data

+1, fresh users being able to completely brick our connections between systems, is not good to put it mildly. :slightly_smiling_face: Especielly since a merge is irreversible.

We need this as well.

We have some dependent systems with data sync.

Merging the wrong way causes a lot of problems.

Dear Mr/Mrs HubSpot

I haven’t read all of the posts in this discussion (but I have read a fair few).

However per a more recent post “Merging Records should be only in the hands of Admins/ or a separate permission…”, I wholeheartedly agree. We have over 260 users and we only need the merging ability (particularly at Contact level) to be granted to only a few of those users e.g. our Sales Team Managers. A separate / specific permission would be most welcome!

I note that this conversation, describing the issue/s and requesting an appropriate solution, started in February 2020; it is now 5 July 2024!

Please Mr/Mrs HubSpot, we would welcome some action here.

Cheers!

Absolutly needed ! Would be great to grant some users with this action.

+1 It is tiresome resolving issues with “incidental” merges and a simple prevention of merges from non-admin would save hours of time.

Hi everyone, thank you so much for the feedback! I wanted to share that we are currently working on Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects. These permissions will be delivered by the end of 2024.

I am very pleased so see that updates regarding Merge permissions have gained traction. I look forward to their implementation! :+1::grin:

@MarkMiller not me crying tears of joy…

@MarkMiller not me crying tears of joy…

That is good to hear. It would be good if the direction of a merge can be controlled.

By default, Hubspot overrides the direction of the merge to the most recently updated record, which often not way the person carrying out the merge would like it to go. This is counter to the logic of merging one item into another (i.e. merging item A into item B should result in item B).

Key information can be lost if one isn’t careful. There is a workaround involving manually updating activity to force recent activity, but this is clunky.

@MarkMiller Thank you so much! This is Awesome news :slightly_smiling_face:

I look forward to it :slightly_smiling_face:

Thank you,

Patrick