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SMomo
Member

Company merge data

SOLVE

I have entries with the same name of one company. (30 entries) I want to merge them into one entry. Is there any automated way to do that?

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Company merge data

SOLVE

Hi @SMomo,

 

For 30 records, it'll be fastest to simply merge those manually: https://knowledge.hubspot.com/records/merge-records – this will be faster than installing any integration, setting up any automation or doing anything fancy. It feels dumb but it's the fastest option.

 

If doing this manually is not an option, you could look into Koali.fy: https://koalify.io/

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Company merge data

SOLVE

Hi @SMomo,

 

For 30 records, it'll be fastest to simply merge those manually: https://knowledge.hubspot.com/records/merge-records – this will be faster than installing any integration, setting up any automation or doing anything fancy. It feels dumb but it's the fastest option.

 

If doing this manually is not an option, you could look into Koali.fy: https://koalify.io/

 

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.