Hey @HonglinJiang, Yes, HubSpot provides a tool called Merge Companies that allows you to merge two or more companies into one, without losing any contact information. The merging process is simple and intuitive, and you can access it by following these steps:
1. Log in to your HubSpot account. 2. On the left side of the screen, click on “Contacts”. 3. On the top left of the screen, click on “Companies”. 4. In the top right corner of the screen, click on “Actions” and select “Merge Companies”. 5. Select the companies you wish to merge and click “Merge Companies”.
HubSpot will then automatically transfer all contact information from the merged companies into one company profile. You can then update the company profile with any additional information or changes you would like to make.
Hey @HonglinJiang, Yes, HubSpot provides a tool called Merge Companies that allows you to merge two or more companies into one, without losing any contact information. The merging process is simple and intuitive, and you can access it by following these steps:
1. Log in to your HubSpot account. 2. On the left side of the screen, click on “Contacts”. 3. On the top left of the screen, click on “Companies”. 4. In the top right corner of the screen, click on “Actions” and select “Merge Companies”. 5. Select the companies you wish to merge and click “Merge Companies”.
HubSpot will then automatically transfer all contact information from the merged companies into one company profile. You can then update the company profile with any additional information or changes you would like to make.
