HubSpot Ideas

FlywheelKinetic

Permission Setting to Turn Off Merge Capability

I'd like to be able to control who (which team) can merge certain records. For example, an integration we have will break if two records are merged. The team using the integration should obviously be able to edit the records they are assigned but shouldn't be able to merge the records.

16 Replies
DustinFrazier
Member

Agree 100%! We keep some of our key HubSpot data in sync with other databases, and dealing with merges is complicated to say the least. Being able to only allow, say, admins to merge records would be a very helpful feature.

TArnoldGZ
Participant

@FlywheelKinetic  @DustinFrazier Jump into this thread & bump it up if you haven't already - apparently this request is 4 years old and no progress.

 

HubSpot Community - Merge contacts permissions - Page 5 - HubSpot Community

NCorsi
Participant

We definitely need this capability.  People should be able to edit records but not be allowed to merge.

TMiller16
Member

This is critical for us. Our users need to still be able to edit objects, but we need them to stop merging. Untangling a merged company is an incredible amount of work. If not allowing us to prevent merging, at least let us easily undo a merge. 

SilverBoxAgency
Participant

Agreed, There should be a merge permission. Just had to deal with a nightmare with an employee that merged unknowingly, costing us hours of creating new contacts, deals, companies.

OR, just create an "undo merge" button. Either one will work, But this is a necessity.

jorgens
Participant

This is desperatly needed!  From a data hygiene perspective, this should be a part of Ops Hub.

MSmith265
Member

Agree with this also, this is integral to us maintaining data quality - the merge functionality doesn't work properly and we cannot turn it off

 

JGilroy
Participant

Shocked this isn't seen as a priority - I have just had sync failures on one of our integrations as a result of non-admins conducting merge activities with no idea of the impact (or human cost of having to fix it).

MTomiuk
Participant

Is this possible yet?

SilverBoxAgency
Participant

Lol, give up already. This company has lost its way. Once my partner status goes away because I don't sell their mandatory 4 grand a year, I'll be moving all of my clients to other solutions that doesn't rely on years of complaints to get a simple feature enabled/built.

KWilkins
Member

We need this functionality as well. We have multiple business units in our HubSpot and there are data integrity concerns that need to be managed with merges, so it's critical that only certain team members have the ability to merge contacts. 

NEvensen
Member

We need this function as merging records causes bad data in our external systems linked to HubSpot

GFMirMon
Participant

This would be so helpful for us concerning mering deals. In our use case, I would be happy for our reguls sales team to merge companies and contacts, but I would prefer if we could restrict *deal merging* to Team leaders if possible. We bulk create some deals with specific info, and it's likely that the associated contact may create their own deal by coming back through a web form (which auto creates a deal under our workflow system). I would want to maintain the bulk-created deal as the master and ensure any subsequently created deals merge into this one.

DustinFrazier
Member

FYI, this is now an option: https://www.youtube.com/watch?v=IxLCaZkQAKE

KWilkins
Member

Hi all! We just discovered that Merge permissions is in Beta now. We joined the public Beta last week and it's working great. In product updates in Beta, search for Merge and you'll find the Beta for 'Merge permissions for Contacts, Companies, Deals, Tickets, and Custom Objects'.

 

GFMirMon
Participant

Wow, great timing on my request there! Thanks for the video @DustinFrazier and beta note @KWilkins - much appreciated and we're opted in!