merge-duplicate-companies
Merge Duplicate Companies
Purpose
Duplicate company records fragment contacts, deals, and engagement history across multiple records for the same real-world company. This leads to inaccurate reporting, broken associations, sales confusion, and workflow failures. This skill identifies duplicates by domain and by name, exports prioritized audit CSVs, and guides the user through merging.
Prerequisites
- A HubSpot private app access token with
crm.objects.companies.readscope - Python 3.10+ with
uvfor package management - A
.envfile containingHUBSPOT_ACCESS_TOKEN - Super Admin permissions for merging in the HubSpot UI
Key Constraint
HubSpot has no bulk merge API. Merging must happen one pair at a time through the HubSpot UI or via third-party tools. The API is used for discovery, analysis, and audit trail generation.
HubSpot's built-in Duplicates tool is NOT available on all plan tiers. Check whether the account has access to Settings > Data Management > Duplicates before relying on it.
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