New Record ID and Special Field Notes When Merging HubSpot Contacts

In line with HubSpot's recent updates to merging contacts, Insycle has upgraded two features in the Merge Duplicates module:

New Record ID for Final Merged Contact Record

When HubSpot contacts are merged, a unique Record ID is created for the new resulting merged record. This value will appear in the Master (After) row of the CSV report.

Special CSV messages for select HubSpot contact fields

When you include certain fields in Step 4, Master rules, a special message will appear in the Master (After) row of the CSV. These fields do not follow the standard merge logic, and the message indicates how HubSpot will determine the value. This applies to the following fields:

• Lifecycle Stage
• Number of Form Submissions
• Number of Unique Forms Submitted
• Marketing contact status
• Number of Pageviews
• Original Source
• Legal basis for processing contact's data

Learn more about these details in the Insycle <> HubSpot Merge Logic section of our HubSpot Specific Considerations.