How to Merge Deals in HubSpot
A duplicate deal doesn't just clutter the pipeline, it doubles a number your leadership team is planning around. Here is how to merge deals in HubSpot, and what to check afterwards.
How to merge deals in HubSpot, step by step
Open the deal to keep
Usually the one with the correct amount, close date and stage.
Actions, then Merge
Search for the duplicate deal and select it.
Set the primary and confirm
The primary values win, blanks are filled from the secondary, and associated contacts, companies and tickets combine onto the survivor.
Check the forecast afterwards
Deal merges change reported pipeline value, so run your forecast report before and after a cleanup and expect the total to drop. That drop isn't lost revenue, it's revenue you never had, and it's better to find it now than in a board meeting.
Duplicate deals usually come from duplicate contacts, so tidy contacts first and the deal duplicates largely stop appearing.
Frequently asked questions
How do you merge deals in HubSpot?
Open the deal you want to keep, choose Actions then Merge, and pick the duplicate. The primary keeps its own stage, amount and close date, so check the forecast after the merge.
Does Ticket Merger support HubSpot yet?
Not yet. Ticket Merger connects to Zendesk and Freshdesk today, and HubSpot is next on the roadmap. Tell us you want it and we will let you know the moment it is ready, since we prioritise by how many people ask.
Can I review merges before they happen?
No. Once a pair matches your rules, Ticket Merger merges it. What you control is what qualifies: requester, the subject keywords you list, the time window, and the groups, forms or tags you exclude. To see how it behaves before it touches everything, point it at one group first and widen from there. Every merge leaves a note on the thread saying what was merged and why.
What stops it merging two tickets that are not the same?
Rules you set. Match on requester, subject keywords, status, priority, category or group, and a time window, and exclude anything you want left alone, like tickets from a specific form, group or tag. Anything that does not clear those rules is left alone.
How long does setup take?
About five minutes to connect, and the first scan of your open queue runs immediately after. Onboarding help is included on every plan.
Same discipline, applied to tickets
Duplicate tickets distort support metrics exactly like duplicate deals distort revenue. Ticket Merger removes them on Zendesk and Freshdesk, with HubSpot next.
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