Ensure Merged Records Maintain an Active Owner

Currently, neither HubSpot nor Salesforce provides an automated way to prioritize active owners during the merge process. You'd need to verify owner status manually for each merge operation.

Fortunately, Insycle's Merge Duplicates module has two options that enable you to prioritize an active owner.

This can be helpful, for instance, if your sales team has undergone a restructuring and some former record owners have left the company. This feature ensures that when duplicate contacts are merged, the resulting record is automatically assigned to an active team member, not an inactive user who can't manage the relationship.

First, you can add a Master rule under Step 4 to instruct Insycle to select the record from each group with an active owner as the master record.

Add a rule with the following parameters:

• Field: Record owner
• Condition: active user

Second, you could create a Field rule to retain the owner who is an active user.

Add a rule with the following parameters:

• Field: Record owner
• Criteria: From record where value
• Condition: active user

Learn more about configuring data retention and master record selection.