HubSpot - How to merge companies
- George Apostolov
HubSpot - How to merge companies: step-by-step guide
Click on Contacts
Select Companies to reveal the list
Click to preview the company you want to merge.
Click on Actions
Find Merge in the dropdown
Find the secondary company you want to merge in the dropdown
Hit Merge to merge the records
Both the companies records are now merged.
Quick answer: To merge companies in HubSpot, click Contacts and select Companies. Preview the company you want to merge, click Actions, and select Merge. Choose the secondary company from the dropdown and hit Merge to combine both records.
About this HubSpot tutorial
Combine duplicate business records efficiently in HubSpot by previewing the primary company, selecting Merge, and choosing the secondary record. This guide covers hubSpot - How to merge companies in 8 steps, starting with "Click on Contacts" and finishing with "Both the companies records are now merged". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does hubSpot - How to merge companies take?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: Hubspot - Merge contacts, HubSpot - Personalise Emails and Hubspot - Pop up form to Mailchimp. Last reviewed 05 Oct 2026.
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