Merging records

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

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Merging records

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.

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