🔗 HubSpot KB Bridge: Merge records
💡 Core Capability
In your HubSpot account, you can merge two records of the same object into one record. The remaining record combines activities, associations, and most property values from both records. For example, merge duplicate contacts to preserve historical context and consolidate their activity timelines.
🛠️ Key Operations & Headings Outline
- Before you get started
- Merge records
- View records that have been merged
- Export merged record history
- What happens when I merge records?
- Company merge exceptions
- Contact merge exceptions
- Ticket merge exceptions
- Can I unmerge records?
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot