HubSpot Ideas

KLeschyshyn

Add conditions for Record Merge

Hey, 

 

We've faced an issue when Deals should not be merged after they reach a particular Deal stage (because it influences a couple of automation). Not a big deal, but when the team constantly grows, this will become difficult to maintain. 

 

It would be great to have an option to not Merge Record if some condition is met (like, Deal stage, Deal type, Owner, etc; or Contact Owner, Country, Lifecycle stage, etc). 

1 Reply
ODenesiuk
Member

Great idea!