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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 Comentarios
Nuevo colaborador


Nuevo miembro

Any update on this?

Colaborador ocasional

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

Nuevo colaborador

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!

Colaborador ocasional

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? 

Nuevo colaborador

 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!! 

Colaborador ocasional

 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.  

Nuevo colaborador

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???

Colaborador ocasional

upvote this feature

Colaborador habitual

Please! Merge Deals Feature ASAP!