Merging Deals

It would be valuable to be able to merge two or more existing DEALS.  Different people can create a DEAL and building out notes, tasks, etc., and, in fact, it turns out to be one big DEAL rather than several small ones.  The ability to MERGE them, while retaining all history, notes, etc. would be valuable.  Otherwise we have to manually agree which *one* will be our "master" going forward.  THANKS!

HubSpot updates
91 Replies
DonMohammes
New Contributor

Upvoted!

robweidner
New Member

Any update on this?

valeria_glispa
Occasional Contributor

I completely agree! Merging deals is an essential function for our team. 

seplovich
New Contributor

Has this function been incorporated yet? We have multiple deals that we need to be able to merge. Should be a basic function.

Please advise ETA for developing this.

Thank you!

scastro_76
Occasional Contributor

We just imported a lot of information from SF but we had already other deals in HubSpot and now we need to merge them. Any idea on when this function will be available? 

jonrokthyng
New Contributor

 Allowing us to merge deals by the deal name we create will greatly improve our offline sales to online marketing attribution model. I have 4 different reports tied to a unique serial number that gives a complete pciture of a deals. 

Reports: Warranty Registration, Retail Financed Report, Retail B2B Payoff, and Customer Survey. 

Each report are tied to a unique serial number. This will allow me to initiate a loyaly campaign, track retail activity, and improve our marketing ROI attribution models. 

If you fix this, you'll be ahead of your competition with CRMs!! 

GRF
Occasional Contributor

 Deals may be fluid, as noted above.  The need to merge and even split while retaining information is needed.

My specific case involves two deals created around the same Contact accidentally.  

seplovich
New Contributor

Is this function still not avaialble? Seems so basic that people would enter the same deal and a need for a merge function is so needed. Any feedback Hubspot???

Justinmiller
Occasional Contributor

upvote this feature

defranco
Regular Contributor

Please! Merge Deals Feature ASAP!

TomLucas
New Member

Totally need this feature - huge time sink having to resolve duplicates / merge data manually

mkwdwrd
Occasional Contributor

I'll just jump on this bandwagon and would love to see this functionality come about fast. We are starting to see more and more duplicate or deals that have merged into one through the sales process. 

Kmoloo
Regular Contributor

I'd like this feature as well, but something to consider:

 

Should the amount properties be totalled up, or in a case of deals truly being duplicates instead of parts of one larger deal.  In either case, we'd need a prompt from HubSpot for the user to make that choice.

Ads
Occasional Contributor
This is a common problem for me as I common contact who run separate projects. Later in the piece, there is a merge of projects on their end and therefore I need to do the same with my records to save confusion. Please build this into the next update.
andygould
Regular Contributor

Any response from HubSpot on why you can merge companies and not deals? Silliness..

MarySkuse
Occasional Contributor

This is a request that has been going on for over a year now... HubSpot, this is a MAJOR pain point for us. Please update.

Steveo
Occasional Contributor

It's STUPID you can't do this.  I can't say anything else other than - this is a friggen sales App for #$^% sake - and we merge deals all the time!  What are you guys doing?  This has been lurking on this board forever as a serious issue.  I also posted this where a Community Mgr stated you can't do it.

kgrider
Occasional Contributor

Yes, this is an excellent idea! I ran into this as a problem today. We can merge contacts and companies but not deals, so it shouldn't be too hard to implement this problem. 

This feature is so important!

AnnaDandrea
New Contributor

We've been exclusively using HubSpot for almost two years, and this is a constant issue. Deals need to be able to be merged! Before we started paying for HubSpot, we used a free version of another CRM and deal merges were included with that. As a CRM, this is a necessary feature.

JennaEngel
Occasional Contributor

Agreed ^ HubSpot can you give us an update where this stands?