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ZKhan33
Member

company merger updating the life cycle stage

SOLVE

Hello HubSpot Community, 

 

We have a lifecycle stage at company level named "Churn" and are tracking it based on the last closed won date (if earlier than 1 year then change the status to Churn via an automation). 

The problem we are facing is often we have to merge companies with different lifecycle stages and last closed won dates, and after the merger HubSpot automatically updates these two fields (lifecycle stage and closed won date) with the data from the new company instead of keeping the data as it is (irrespective of if the company is being merged into another or if it's the main one, the data keeps updated with the other company data) 

We have an automation for this which looks into a deal close date and copies that to company property "Last closed won date" but after merger of 2 companies this automation won't re-enroll these companies and we have to do it manually. 

Does someone know a way that after merger the data doesn't get changed or if it does the above mentioned automation re-enrols the deals of that company and updates the last closed won date to most recent date? 

 

Looking forward to your support, Thank you!

Screenshot 2023-02-14 at 17.17.52.pngScreenshot 2023-02-14 at 17.18.37.png

Best,
Zohaib 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

company merger updating the life cycle stage

SOLVE

Hi @ZKhan33,

 

HubSpot does not have any options here which would allow you to specify which value to keep, unfortunately: https://knowledge.hubspot.com/companies/how-do-i-merge-companies

 

If you have a preference for what to keep, you would have to choose a main company record and then selectively edit properties with values from the to-be-deleted duplicate.

 

If third-party apps are an option, I believe Insycle should give you more flexibility when deduplicating records in HubSpot: https://www.insycle.com/hubspot/

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
shyannehkr
Contributor | Diamond Partner
Contributor | Diamond Partner

company merger updating the life cycle stage

SOLVE

Thank you for bringing this to our attention!

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

company merger updating the life cycle stage

SOLVE

Hi @ZKhan33,

 

HubSpot does not have any options here which would allow you to specify which value to keep, unfortunately: https://knowledge.hubspot.com/companies/how-do-i-merge-companies

 

If you have a preference for what to keep, you would have to choose a main company record and then selectively edit properties with values from the to-be-deleted duplicate.

 

If third-party apps are an option, I believe Insycle should give you more flexibility when deduplicating records in HubSpot: https://www.insycle.com/hubspot/

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.