How to Merge Deals in HubSpot (Safely, Manually or in Bulk)

Duplicate deals in HubSpot can confuse sales reps, break follow-ups, and distort pipeline forecasts. When the same opportunity exists multiple times, notes, activities, and revenue data get split across records.

Unlike for contact merging or company deduplication, HubSpot doesn’t offer a native duplicate management tool for deals. But that doesn’t mean you can’t merge deals safely or at scale.

In this guide, we’ll walk you through several ways to merge duplicate deals in HubSpot, manually or at scale:

• How to manually merge deals in HubSpot from the deal page
• How to merge HubSpot deals using Koalify CRM cards
• How to bulk merge HubSpot deals with the Koalify workflow action 

How to Manually Merge Deals in HubSpot from the Deal Page ✋

When handling a small number of duplicate deals, using HubSpot’s native merge feature on the deals pages can be sufficient.

Steps to Manually Merge Deals:

1. Go to the Deal record you want to keep (primary).

2. In the top left of the deal page, click Actions → Merge.
   
   

3. Click Select deal → search for the duplicate deal → choose the deal you want to merge.
   
   

4. Choose the property values you'd like to retain after the deal merge. 
   
   

5. Click Merge to dedupe the deal.
   
   

✅ Pros:

• Simple and fast for individual deal merges

• You choose which property values to keep

❌ Cons:

• Time consuming since you need at least 6 clicks per deal merge

• Manual duplicate identification is required

When Merging Deals in HubSpot Becomes Risky

Merging deals is straightforward when duplicates are clear and inactive. It becomes risky when deals are associated with active pipelines, different owners, or revenue reporting.

Common high-risk scenarios include:
- Deals in different pipeline stages
- Deals owned by different reps or teams
- Conflicting close dates or amounts
- Deals associated with different contacts or companies
- Active automation, forecasting, or reporting dependencies

In these cases, merging the wrong deal can impact forecasting accuracy and sales reporting.

How to Merge HubSpot Deals Using Koalify CRM Cards🖼️

Use the Koalify duplicate card to quickly merge deals right from the deal page, perfect for customer-facing teams who can spot duplicates in real time.

Steps:

1. Start by navigating to the deal you want to merge

2. In the Koalify duplicate card, click Actions → Merge in current deal
   
   

3. Confirm the deal merge when prompted.
   
   

✅ Pros:

• Duplicate deals are automatically suggested, no need to search manually

• Full control over how duplicate deals are flagged and who can view them

• Perfect for customer-facing teams engaging with active deals

• Simple and intuitive to use

❌ Cons:

• You can only merge one deal at a time

• Not scalable for large volumes since it’s a manual process

How to Bulk Merge HubSpot Deals with the Koalify Workflow Action 🤖

Need to clean up your database at scale? The Koalify “Merge Duplicate Deal” workflow action lets you bulk merge deals, whether for a one-time cleanup or ongoing automation.

Want to clean up all HubSpot record types at scale? Read our full guide to bulk merging HubSpot duplicates.

Steps:

1. Create a new deal workflow to merge HubSpot deals in bulk

   1. Navigate to Automations → Workflows

   2. Click Create workflow and select the option From scratch

   3. Choose Deal-based, start with a Blank workflow and click Next
       
      

2. Add the "Merge Duplicate Deal" action

   1. Click on the ➕ plus icon to add a workflow action

   2. Search for "Koalify" to find our workflow action

   3. Select the Merge Duplicate Deal action and click Save
      
      

3. Enroll Deals in the workflow for bulk merging

   1. Use manual enrollment for full control: ideal for initial bulk merges

   2. Use automated triggers to automatically dedupe deals
      
      

✅ Pros:

• Unlimited bulk merges

• Simple and intuitive to use

• Full control over which duplicate get merged and are the primary

• Great for initial clean-ups and ongoing automated deduplication

❌ Cons:

• Requires at least one Professional-tier Hub to access workflows

Conclusion: Pick the Right Strategy for Merging Deals

Merging duplicate deals in HubSpot helps you keep your pipeline clean, your reps focused, and your forecasts accurate. Since HubSpot doesn’t currently support native deal deduplication at scale, choosing the right method matters more than ever.

• For occasional issues, manual merging from the deal page works well.

• For deal-heavy teams, Koalify CRM cards let reps clean duplicates in real time, without leaving the record.

• For full-scale cleanup or ongoing automation, Koalify’s workflow action makes it easy to bulk merge deals.

No matter the method, clean deal data means a better follow-up and smarter forecasting.

Ready to eliminate duplicate deals in HubSpot?
Try Koalify’s deal merging tools for free and bring order back to your CRM.

The table below compares the most common ways to merge deals in HubSpot based on control, risk, and scalability.

Frequently Asked Questions About Merging Deals in HubSpot