How to Merge Duplicate Contacts in HubSpot

1. Two Ways to Merge Duplicates

• From Contacts Index Page
  
  
  • Go to Actions → Merge Duplicates.
    
    
  • HubSpot shows a list of contacts it has flagged as duplicates.
    
    
  • Review carefully → HubSpot is not always correct.
    
    
• From a Contact Record
  
  
  • Open a specific contact.
    
    
  • Go to Actions → Merge.
    
    
  • Search for and select the other contact to merge with.
    
    

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2. Reviewing & Choosing Property Values

• When merging, HubSpot prompts you to select which property values to keep.
  
  
• Example:
  
  
  • Two different emails → select the correct one.
    
    
  • Different phone numbers → choose the valid one.
    
    
• The final merged record keeps the chosen values.
  
  

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3. Adding More Properties to Compare

• HubSpot shows default properties (email, phone, etc.) during merge.
  
  
• You can add additional properties for review, e.g.:
  
  
  • Contact Type
    
    
  • Date of Birth
    
    
  • City
    
    
• This helps confirm accuracy when deciding which values to keep.
  
  

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4. Finalizing the Merge

• After selecting all correct property values, click Merge & Review Next.
  
  
• The system creates a single combined contact record with the chosen values.
  
  

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✅ Key Takeaway:
Merging duplicates in HubSpot is flexible—you can do it from the index page (for bulk-flagged duplicates) or directly from a contact record. Always review property values carefully and pull in extra fields if needed before finalizing the merge.