Merging records

Merging records in HubSpot will cause records to be deleted in your synced spreadsheet

In HubSpot, you have the ability to merge duplicate records.

Screenshot of merging records in HubSpot

From Whalesync's perspective, here's what happens when merging records:

  • HubSpot deletes both of the original records

  • HubSpot creates a new record with the properties of the two original records merged in

If you're syncing records to a spreadsheet like Airtable, Google Sheets, or Notion, the following will happen:

  • Whalesync will delete both of the original records

  • Whalesync will create a new record

If you're using the merge record feature of HubSpot, please take care if you have non-synced fields in your spreadsheet, since the original spreadsheet records will be deleted.

Last updated

Was this helpful?