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How to Merge Deals in HubSpot (Manual or in Bulk)

Duplicate deals in HubSpot can lead to confused sales reps, frustrated customers, and inconsistent reporting. When the same opportunity is entered more than once, whether due to manual error or system sync, it can result in scattered notes, conficting follow-up, and incorrect pipeline forecasting.

Unlike for contact merging or company deduplication, HubSpot doesn’t offer a built-in duplicate management tool for deals. But that doesn’t mean you’re stuck. 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 ✋

When handling a small number of duplicate deals, use 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 company page, click Actions → Merge.

    How to Manually Merge Deals in HubSpot from the Deal Page

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

    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. 

    Choose the property values you like to retain after the deal merge

  5. Click Merge to dedupe the deal.

✅ Pros:

  • Simple and fast for individual deals 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


 

How to Merge HubSpot Deals Using Koalify CRM Cards🖼️

Use the Koalify duplicate card to quickly merge deals right from the company deals, 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

    Koalify duplicate card click Actions Merge in current deal

  3. Confirm the deal merge when prompted.

    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
       
      How to Bulk Merge HubSpot Deals with the Koalify Workflow Action

  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

      Add the Merge Duplicate Deal action

  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

      Enroll Deals in the workflow for bulk merging

✅ Pros:

  • Unlimited bulk merges

  • Simple and intuitive to use

  • Ful 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?

Try Koalify’s deal merging tools for free and bring order back to your CRM.
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