Hello there! Are you interested in learning how to combine two contacts in HubSpot? You’ve landed in the right spot because I will guide you through each step of the process. Believe me, it’s simpler than you may imagine!
First off, let me explain why you might want to merge two contacts in HubSpot. Sometimes, you may have duplicate contacts in your database, which can be a bit messy and confusing. Merging these duplicate contacts not only helps you keep your contact list clean, but also ensures that you have accurate and up-to-date information for each contact.
Alright, let’s get started. Here’s how you can merge two contacts in HubSpot:
Step 1: Access HubSpot CRM
To begin, open up your HubSpot CRM account and navigate to the “Contacts” tab. This is where you’ll find all of your contacts listed.
Step 2: Search for the Contacts
Next, use the search bar at the top of the contacts list to find the two contacts that you want to merge. You can search for contacts by name, email, or any other relevant information. Once you’ve located the contacts, select them by checking the boxes next to their names.
Step 3: Merge the Contacts
Once you’ve selected the contacts, click on the “Actions” button at the top of the contacts list. From the dropdown menu, choose “Merge contacts.” This will open up the merge contacts window.
In the merge contacts window, HubSpot will display a side-by-side comparison of the two contacts’ information. Take a close look at the details and make sure you’re merging the correct contacts. If everything looks good, click on the “Merge” button to proceed with the merge.
Step 4: Review the Merged Contact
After the merge is complete, HubSpot will create a new contact that combines the information from the two contacts you selected. Take a few moments to review the merged contact and make any necessary updates or edits.
It’s important to note that during the merge process, HubSpot will automatically update any associated deals, tasks, and company records, as well as email subscriptions and form submissions. So you don’t need to worry about losing any important data.
Step 5: Save and Celebrate!
Once you’re satisfied with the merged contact, simply click on the “Save” button to save your changes. And voila! You have successfully merged two contacts in HubSpot.
Now, let’s talk about the importance of merging contacts. Keeping your contact database clean and consolidated is crucial for effective communication and personalized marketing. By merging duplicate contacts, you ensure that you have a single source of truth for each person, which makes it easier to segment your contacts and deliver targeted messages.
In conclusion, merging two contacts in HubSpot is a simple yet powerful feature that helps you maintain a clean and organized contact database. By following these steps, you can easily merge duplicate contacts and keep your data accurate and up-to-date. So go ahead, give it a try and see the difference it makes in your marketing efforts!