Hello Guys, It’s John Ozuysal here.
Hubspot is fun when you use it with a team. So in this video, I am going to show you how you can merge your favorite contacts into one.
How to Merge Contacts in Hubspot
- Go to the Contacts dashboard.
- Navigate to the Contact that you want to keep as primary.
- Click Actions above the contact name for the dropdown menu, proceed by clicking Merge.
- From the menu that will pop-up, select the Content you want to merge with your primary one.
And that’s it! Also, here’s the video for a detailed explanation:
This tutorial was created by me ( 0 coding skills) If I can do it I am sure anyone else can create this tutorial with ease. If you are looking to smoothen your user onboarding experience you can try our no-code tool, UserGuiding!
UserGuiding helps companies to improve product adoption by designing interactive user onboarding flows.
Non-technical people can create step by step product walkthroughs, without any coding. UserGuiding also provides analytics to track the performance of the tours, segmentation to create more personalized experiences, NPS for capturing feedback, and onboarding checklists for a wholesome user onboarding experience.
Give UserGuiding a FREE try, or schedule a demo from below:
Join 2,000+ teams creating better experiences.
14-Day Free Trial, with an extra 30-Day Money Back Guarantee!
