How To Merge Contacts In HubSpot
- Log In to HubSpot: Access your HubSpot account.
- Navigate to Contacts: Click on the "Contacts" tab in the main menu.
- Select Contacts to Merge: Find and check the boxes next to the contacts you want to combine.
- Click on "More": Look for the "More" dropdown menu at the top of the contact list.
- Select "Merge": Choose the "Merge" option from the dropdown menu.
- Choose Primary Contact: Select which contact will be the primary one after merging.
- Confirm Merge: Review the details and confirm the merge action.
- Check Merged Contact: Verify that the contacts have been successfully merged.
