How to merge contacts in HubSpot

How to merge contacts in HubSpot

Overview

Simplify your contact management in HubSpot with a step-by-step guide on merging contacts. This step by step interactive guide will help you to consolidate and unify duplicate or related contacts easily, ensuring a clean and organized database while enhancing your ability to nurture and engage with your audience effectively.

Step by step interactive walkthrough

Steps to How to merge contacts in HubSpot

1) Navigate to HubSpot

2) Click on "Contacts "

3) Click on "Contacts"

4) Click on any contact you want to merge

5) Click on "Actions"

6) Click on "Merge"

7) Click on "Search" and add the contact you want to merge with.

8) Click on "Merge" and your contacts have now been merged.

A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker