merge-duplicate-companies

What problem does it solve?

Duplicate company records across HubSpot degrade reporting accuracy, create inconsistent data, and slow down cleanup projects. This skill identifies duplicates by domain and by name, exports audit CSVs for review, and guides users through the merging process in a controlled, auditable way.

Core Features & Use Cases

• Identify duplicate companies by domain and by name.
• Export CSV audit logs for review, including domain- and name-based duplicate groups with relevant fields.
• Provide a structured, four-stage workflow (Plan -> Before State -> Execute -> After State) and clear guidance for manual merges since HubSpot has no bulk merge API.
• Use case: during quarterly data hygiene cycles or portal migrations, consolidate multiple records representing the same real-world company.

Quick Start

Run the Before State workflow to fetch all companies, generate duplicate-domain and duplicate-name CSVs, and review results before merging.