Control Parent Company Retention When Merging HubSpot Companies

When using the Merge Duplicates module to merge HubSpot companies, Insycle now gives you full control over which parent company value is retained on the master record, while automatically preserving parent company labels.

Previously, if a duplicate company had a parent company and the master did not, the parent company was carried over, but the parent label was sometimes missing after the merge. Insycle now automatically applies the parent label when merging companies where the duplicate has a parent and the master does not.

Additionally, you can now explicitly control which parent company value is kept during the merge. In Step 4 on the Fields tab, select Parent Company and choose the value you want to retain—including For master record (even empty) if you want to keep the master record's value as-is (even when it's blank). If you don't configure this field and the master record has no parent company, Insycle will automatically keep the parent company from the most recently modified duplicate record that has one.

For example, if you're merging subsidiary companies where some duplicates are correctly associated with a parent corporation, and others aren't, you can configure the Parent Company field to always retain the value from the record with the most recent activity, ensuring the correct corporate hierarchy is preserved after deduplication.

Learn more about defining what field data gets saved when merging HubSpot duplicates in Insycle.