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.read scope
• Python 3.10+ with uv for package management
• A .env file containing HUBSPOT_ACCESS_TOKEN
• Super Admin permissions for merging in the HubSpot UI

Scripts