Merge companies - going forward

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gil1001
Top Contributor

We've done a large effort to merge companies. However there are companies that use several different email domains, so I'm concerned about those being re-created in the future.

Is there a way to set up a workflow that will merge new similar contacts to the one company?

Example:

Joe@abcd.com

Max@us.abcd.com

Max and Joe work for the same company and I want both their record to appear under abcd.com

I can merge companies today, but how do I prevent of us.abcd.com company from being created in the future?

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1 Accepted solution

Accepted Solutions
MFrankJohnson
Solution
Thought Leader

>>"...how do I prevent of us.abcd.com company from being created in the future?"


Short Ans: Not built-in native HubSpot functionality.


Longer Ans:

Unfortunately, there is no built-in capability to auto-merge records based on rules in HubSpot. However, there is at least one HubSpot integration partner working to solve this pain -- see Insycle


That being said, even this beautifully simple solution to an ugly complex problem across CRM's can't solve for all use cases.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

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2 Replies 2
MFrankJohnson
Solution
Thought Leader

>>"...how do I prevent of us.abcd.com company from being created in the future?"


Short Ans: Not built-in native HubSpot functionality.


Longer Ans:

Unfortunately, there is no built-in capability to auto-merge records based on rules in HubSpot. However, there is at least one HubSpot integration partner working to solve this pain -- see Insycle


That being said, even this beautifully simple solution to an ugly complex problem across CRM's can't solve for all use cases.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

-- Visit

 

Hope that helps.

 

Be well,
Frank


HubSpot's Hiring World-Wide!

View solution in original post

gil1001
Top Contributor

I thought this was the case, but it is still sad that I can't just say, compny abcd inlcludes all emails that are abcd and abcd.com