Sales Hub Tools

SHansson
Member

Merge deals

 
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2 Replies 2
RBozeman
Participant

Merge deals

Hey @SHansson, As was stated above, HubSpot allows you to only manually merge deals at this time, unless you want to do it through the API. 

 

However, I also wanted to mention that Insycle integrates with deals for advanced merging in bulk (and automatically either through scheduled runs or integrated into Workflows so that deals are deuped after they are created). You can use any field in your database as a potential matching field. You can also set advanced rules for retaining data, so no data is lost in important fields while conducting the merge. You can also preview templates before pushing the update live to see how the merge would impact your existing data. Here is a recent article on this topic to give you an idea of what it looks like. 

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PamCotton
Community Manager
Community Manager

Merge deals

Hey @SHansson, welcome to our Community. 

 

 While HubSpot doesn’t automatically merge deals, you can manually merge them if they are from the same company. Just open a deal, go to the 'Actions' dropdown, select 'Merge,' and choose the deal you want to merge it with. The most recent updates and associated records will be retained.

 

I hope this helps,

 

Pam

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