CRM

DSchultz6
Member

Merging contacs and companies simplified

SOLVE

Please create the ability to merge contacts or companies from the search page.  It is very cumbersome to manage the way it is setup now. See pic attached for reference. I should be able to select these two companies and merge right from this screen.

Also when in the merging function why can't you search for a specific company?  Hubspot Companies merge.JPG

1 Accepted solution
Jonas_De_Mets
Solution
Top Contributor

Merging contacs and companies simplified

SOLVE

@DSchultz6 I faced the similar issues merging records in HubSpot, so we created Koalify—a plugin to easily merge and clean up duplicates."

Here's how you can merge these selected records using Koalify:

1) Create a view of your duplicates 

Jonas_De_Mets_0-1712739009253.png

2) Choose the companies you want to merge from your view, then add them to a workflow in which you use Koalify "Merge Duplicate Contact / Companies" Action.

Koalify merge duplicates in bulk.JPG

 

Hope this helps!

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

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3 Replies 3
Jonas_De_Mets
Solution
Top Contributor

Merging contacs and companies simplified

SOLVE

@DSchultz6 I faced the similar issues merging records in HubSpot, so we created Koalify—a plugin to easily merge and clean up duplicates."

Here's how you can merge these selected records using Koalify:

1) Create a view of your duplicates 

Jonas_De_Mets_0-1712739009253.png

2) Choose the companies you want to merge from your view, then add them to a workflow in which you use Koalify "Merge Duplicate Contact / Companies" Action.

Koalify merge duplicates in bulk.JPG

 

Hope this helps!

 

Jonas De Mets
RevOps & Co-Founder @ Koalify

Connect via LinkedIn


Did my reply help answer your question? Please mark it as a solution.

Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Merging contacs and companies simplified

SOLVE

Hey @DSchultz6 

this is a great idea to put in the ideas forum

there it could be upvoted to be consider by the product team.

hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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0 Upvotes
Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Merging contacs and companies simplified

SOLVE

I completely understand your frustration @DSchultz6, I've run into this situation many times!

 

This is an excellent idea, I recommend adding to the ideas discussion here so it has visibility with the product team.

 


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



Jennifer Nixon - Delivery Lead at Aptitude 8

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0 Upvotes