Announcement: Deals now support merging

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Community Manager

What’s happening

Deals are central to a CRM. Businesses need to be sure of what the state of their pipeline and closed business is. Deals hold information about completed sales and potential future ones. Because mistakes happen, we are releasing the ability for customers to merge deals together. 

 

If a customer merges Deal A and Deal B, HubSpot creates a new deal from that merge: Deal C. Deal C now is considered the canonical deal, and it has the combined property value history from both Deal A and Deal B and their associated objects (Contacts, Companies, Tickets, Line items and Engagements). Deals A and B are no longer visible in the app.

 

If you make a GET request for Deal A, the dealId in the response will be Deal C’s dealId, so it’s important not to assume that HubSpot will always return the same dealId as the one you requested. 

 

If you need to get associations for the merged deal, you must use Deal C’s dealId. If you try to get associations using Deal A’s dealId, you will receive an empty response.

 

It’s important to note that deal merges through the API are still not supported. They will only be available in the HubSpot app.

 

When is this happening?

Customers will be able to merge deals starting the week of February 23rd. 

 

If you have any questions, join the conversation below. 

Jon McLaren

Sr. CMS Developer Advocate

If my reply answered your question, please mark it as a solution, to make it easier for others to find.

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Top Contributor

Hey Jon-

 

Happy to see this... but...

 

1. Why is this behaving differently than merging contacts and companies? Specifically, Deal A+B = Deal C.  From a data integration perspective, it's nice to have at least one of the original Deal Id's stick around. This also means we need to have 2 different data integration strategies to manage for merging.

 

2. Please stop releasing end-user functionality like this without api support. Arrrrgh.

 

3. How about webhook support for merging Contacts, Companies, and Deals? There is currently no way to for external systems to know when end users are merging objects in Hubspot. This makes Data Integration problematic. Community has been asking for this for over 2 years.

 

Regards,

Chad

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Community Manager

Hi Wholesale-Solar,

Deal merges work on the same system that ticket merges work on, which has the behavior that A+B merge into C.  Basically our generic merge logic always does A+B=C, but contacts and company merge logic are on older systems that handle merges in their own special way. While I have nothing to disclose at this time, it's possible that future versions of older APIs may eventually adopt this behavior.

Please stop releasing end-user functionality like this without api support. Arrrrgh.

We understand, the desire to be able to use our APIs to do most of the functionality that the HubSpot app itself has. We are always striving to open up our functionality via the APIs. In this case since merging deals was a common pain point for customers it didn't make sense to delay releasing this feature until an API was available.

How about webhook support for merging Contacts, Companies, and Deals? There is currently no way to for external systems to know when end users are merging objects in Hubspot. This makes Data Integration problematic.

While I have nothing to announce at this time, we hear you. We understand the frustration there, and want to make this experience better for you and for your customers.

Jon McLaren

Sr. CMS Developer Advocate

If my reply answered your question, please mark it as a solution, to make it easier for others to find.

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