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Notes from inside the portal

Day: September 21, 2026

Field notes on HubSpot operations: what we fix, what we automate, and what we would never build again.

HubSpot Duplicate Merge Rules: Decide Which Record Wins
CRM Hygiene & RevOps

HubSpot Duplicate Merge Rules: Decide Which Record Wins

HubSpot’s Fall 2026 Spotlight added duplicate merge rules, a public beta for Data Hub Professional and Enterprise that decides which record wins when you merge duplicate records. Merges cannot be undone, so agree on the winning criteria with sales and marketing, test on ten pairs, then bulk merge and fix the source of duplicates.

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