{"id":31646,"date":"2024-09-25T20:01:59","date_gmt":"2024-09-25T19:01:59","guid":{"rendered":"https:\/\/nelkodev.com\/blog\/como-combinar-contactos-en-hubspot-y-unificar-contactos-duplicados\/"},"modified":"2024-11-17T14:47:03","modified_gmt":"2024-11-17T13:47:03","slug":"como-combinar-contactos-en-hubspot-y-unificar-contactos-duplicados","status":"publish","type":"post","link":"https:\/\/nelkodev.com\/en\/blog\/how-to-merge-contacts-in-hubspot-and-unify-duplicate-contacts\/","title":{"rendered":"How to merge contacts in HubSpot and unify duplicate contacts"},"content":{"rendered":"<p>HubSpot is a powerful customer relationship management (CRM) tool for inbound marketing. It allows businesses to capture and store relevant information about their contacts, but sometimes, duplicate contacts can be generated in the database. In this article, we will learn how to merge contacts in HubSpot and unify duplicate contacts to maintain a tidy and efficient database.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/autopost.nelkodev.com\/uploads\/gallery\/articles\/3627430016\/6168606937.jpg\" alt=\"Image 0\" \/><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #ffffff;color:#ffffff\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #ffffff;color:#ffffff\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/nelkodev.com\/en\/blog\/how-to-merge-contacts-in-hubspot-and-unify-duplicate-contacts\/#%C2%BFPor_que_es_importante_combinar_contactos\" >Why is it important to merge contacts?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/nelkodev.com\/en\/blog\/how-to-merge-contacts-in-hubspot-and-unify-duplicate-contacts\/#%C2%BFComo_combinar_contactos_en_HubSpot\" >How to merge contacts in HubSpot?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/nelkodev.com\/en\/blog\/how-to-merge-contacts-in-hubspot-and-unify-duplicate-contacts\/#%C2%BFComo_evitar_la_generacion_de_contactos_duplicados\" >How to avoid generating duplicate contacts?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/nelkodev.com\/en\/blog\/how-to-merge-contacts-in-hubspot-and-unify-duplicate-contacts\/#Preguntas_frecuentes_sobre_la_combinacion_de_contactos_en_HubSpot\" >Frequently Asked Questions About Merging Contacts in HubSpot<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"%C2%BFPor_que_es_importante_combinar_contactos\"><\/span>Why is it important to merge contacts?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Having duplicate contacts in your database can lead to a number of issues. First, it makes it difficult to track and segment contacts, making it difficult to personalize interactions and deliver relevant messages. Additionally, there can be data loss if different contacts have updated and relevant information. Lastly, duplicate contacts can also increase weekly or monthly costs depending on your HubSpot plan.<\/p>\n<p>To avoid these problems, it is essential to merge duplicate contacts and consolidate the relevant information into a single contact record. This will allow you to obtain a global overview of the contact and make it easier to manage them in the future.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/autopost.nelkodev.com\/uploads\/gallery\/articles\/3627430016\/9778890355.jpg\" alt=\"Image 1\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"%C2%BFComo_combinar_contactos_en_HubSpot\"><\/span>How to merge contacts in HubSpot?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>HubSpot offers a feature that makes it easy to merge contacts. Follow these steps to merge your duplicate contacts:<\/p>\n<p>Step 1: Log in to your HubSpot account and go to the \u201cContacts\u201d tab.<\/p>\n<p>Step 2: Use filters and advanced searches to find the duplicate contacts you want to merge.<\/p>\n<p>Step 3: Select the contacts you want to merge.<\/p>\n<p>Step 4: Click on the \u201cMerge\u201d option in the actions menu.<\/p>\n<p>Step 5: Confirm that you want to merge the selected contacts.<\/p>\n<p>Step 6: Review the merged contact information and make sure all relevant information is consolidated.<\/p>\n<p>Make sure to carefully review the details before merging contacts, as once the action is performed, it cannot be undone. If you have any questions or concerns, please feel free to contact the HubSpot support team.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/autopost.nelkodev.com\/uploads\/gallery\/articles\/3627430016\/2667230206.jpg\" alt=\"Image 2\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"%C2%BFComo_evitar_la_generacion_de_contactos_duplicados\"><\/span>How to avoid generating duplicate contacts?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To avoid generating duplicate contacts in HubSpot, we recommend following these best practices:<\/p>\n<p>1. Use unique fields: Set up custom fields in HubSpot to avoid creating duplicate contacts. For example, you can use email or phone number as unique fields.<\/p>\n<p>2. Careful Imports: When performing bulk imports of contacts, be sure to carefully review the data and remove duplicates before uploading it to HubSpot.<\/p>\n<p>3. Team Education: Train your team to understand the importance of avoiding duplicate contact generation and how to properly manage contacts in HubSpot.<\/p>\n<p>4. Regular audits: Conduct regular audits of your database to proactively identify and remove duplicate contacts.<\/p>\n<p>By following these guidelines, you can avoid generating duplicate contacts and maintain a clean and efficient database in HubSpot.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/autopost.nelkodev.com\/uploads\/gallery\/articles\/3627430016\/1444665832.jpg\" alt=\"Image 3\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Preguntas_frecuentes_sobre_la_combinacion_de_contactos_en_HubSpot\"><\/span>Frequently Asked Questions About Merging Contacts in HubSpot<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><b>1. What happens if I merge two contacts that have different information in HubSpot?<\/b><\/p>\n<p>When you merge two contacts, HubSpot will ask you to select which of the information you want to keep. You can choose to keep the most recent information or manually specify which information you want to keep.<\/p>\n<p><b>2. Can I unmerge contacts in HubSpot?<\/b><\/p>\n<p>It is not possible to undo contact merging in HubSpot once it has been performed. Therefore, it is important to make sure you carefully review the information before performing the merge.<\/p>\n<p><b>3. What is the best way to avoid duplicate contacts in HubSpot?<\/b><\/p>\n<p>The best way to avoid duplicate contacts in HubSpot is to set unique fields, perform careful imports, train your team, and perform regular database audits.<\/p>\n<p><b>4. Does HubSpot offer any tools to automatically identify duplicate contacts?<\/b><\/p>\n<p>Currently, HubSpot does not offer a built-in tool to automatically identify duplicate contacts. That&#039;s why it&#039;s important to perform regular database audits and manually merge duplicate contacts.<\/p>\n<p><b>5. How long does it take for HubSpot to merge duplicate contacts?<\/b><\/p>\n<p>The time it takes for HubSpot to merge duplicate contacts can vary depending on the size of your database and the number of contacts selected to merge. In general, the process is fairly quick and completes within a matter of seconds or minutes.<\/p>\n<p>In conclusion, merging contacts in HubSpot is a simple but essential task to maintain an organized and efficient database. Follow the steps mentioned above and avoid generating duplicate contacts to maximize the potential of your Inbound Marketing strategy.<\/p>","protected":false},"excerpt":{"rendered":"<p>HubSpot es una potente herramienta de gesti\u00f3n de relaciones con los clientes (CRM) para el Inbound Marketing. Permite a las empresas capturar y almacenar informaci\u00f3n relevante sobre sus contactos, pero en ocasiones, es posible que se generen contactos duplicados en la base de datos. En este art\u00edculo, aprenderemos c\u00f3mo combinar contactos en HubSpot y unificar [&hellip;]<\/p>","protected":false},"author":1,"featured_media":31648,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[420,2213],"tags":[],"class_list":["post-31646","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-inbound-marketing"],"_links":{"self":[{"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/posts\/31646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/comments?post=31646"}],"version-history":[{"count":0,"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/posts\/31646\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/media\/31648"}],"wp:attachment":[{"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/media?parent=31646"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/categories?post=31646"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nelkodev.com\/en\/wp-json\/wp\/v2\/tags?post=31646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}