# Merging duplicates with an active HubSpot and Salesforce sync

> Merge duplicates in HubSpot and Salesforce, with SFDC sync on.

- URL: https://dedupe.ly/knowledge-base/merging-duplicates-with-an-active-hubspot-and-salesforce-sync
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## Merging duplicates with an active HubSpot and Salesforce sync

Dedupely detects active HubSpot-Salesforce sync connections and merges duplicates in both CRMs simultaneously to prevent breaking the sync and duplicate recreation.
Merging duplicates across HubSpot and Salesforce is included in all Dedupely plans and the 7-day free trial. *20 free merges are included in the trial, to test your results.*
Native CRM merges work inside HubSpot without updating Salesforce. When merging companies inside HubSpot, the secondary company is removed there, but remains active in Salesforce. On the next sync cycle, Salesforce either creates a brand-new duplicate company in HubSpot or desynchronizes associated contacts because the Account IDs no longer match. Dedupely eliminates workarounds -such as changing sync rules, writing custom code, or exporting spreadsheets- by updating both instances in a single action while keeping all attached contacts, deals, and activity across both CRMs.
Connect both CRM instances before running duplicate searches on synced objects. Linking HubSpot and Salesforce globally in Dedupely prevents accidental single-sided merges and ensures data stays aligned across both platforms.
Dedupely automatically detects active sync connections on records. If a record is synced between HubSpot and Salesforce but only one CRM is connected in Dedupely, the system blocks the merge and prompts you to connect the missing CRM instance.

### How to set up merging across HubSpot <> Salesforce without breaking the sync

- Connect both your HubSpot and Salesforce accounts to Dedupely.
- Go to CRM Settings in Dedupely and select the HubSpot-Salesforce Integration tab.
- Click the dropdown menu and select the complementary CRM instance to link the two systems globally across all objects.
- Once linked, find and merge duplicates as you normally would. Dedupely automatically handles the sync and updates both CRMs simultaneously in the background.

### FAQs when merging with HS<>SF sync on

- What is required to merge synced records? A Dedupely account and connecting both HubSpot and Salesforce instances.
- How are multiple CRM instances managed? Select specific account pairings using the dropdown menu in CRM Settings.
- Are custom fields or rule changes required? No. Dedupely handles sync detection automatically without custom fields or workflow modifications.
- Can results be previewed before merging? Yes. Click the three vertical dots on a duplicate set and select View Match Details.
- Does merging delete activity history or associations? No. Associated contacts, deals, and timeline histories transfer to the primary record automatically.
- Can a merge be undone? No, but merge history can be downloaded as a CSV file to reference original values or re-import data if needed.
Mentioned in this article:
[Finding Duplicates](https://dedupe.ly/knowledge-base/find-duplicates),
[Duplicate Searches](https://dedupe.ly/knowledge-base/search-pads),
[Auto Match](https://dedupe.ly/knowledge-base/auto-match), and
[Merge Options](https://dedupe.ly/knowledge-base/merge-options).

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### Get started for free

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