The following is a step-by-step for merging duplicate contacts in HubSpot.
? Watch this brief tutorial on merging contacts in HubSpot.
1. Log in to HubSpot and click to open the AHIMA account
2. Select Contacts >> then click on Contacts
3. In the Contacts view, go to Actions dropdown and select Manage duplicates. This will open a new tab window on your browser.
4. Validate duplicate person records in Aptify
5. In Aptify Prod, look up the person by full name to check for duplicate person records.
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If NO - Duplicate person record in Aptify does NOT exist, then proceed to step 6. If YES - Duplicate person record in Aptify DOES exist, then follow the steps in this article: https://support.ahima.org/support/solutions/articles/5000077444 |
Merge Duplicate Contacts in HubSpot
6. Back in HubSpot, click on Review (for contacts you’re ready to merge) >> Select primary account to keep*
*The account to keep should be the account that matches the user’s primary email address in Aptify.
7. Click Merge
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