HubSpot Setup Guide
Everything you need to install, connect, and start using Emergency Unmerge | Takes about 2 minutes
On This Page
Install from the HubSpot Marketplace
Click the button below to open the Emergency Unmerge listing in the HubSpot App Marketplace. Then click "Install app" on the listing page.
Install Emergency Unmerge →No subscription required. You only pay when you purchase credits.
(Replace this placeholder with an actual screenshot)
Log in to your HubSpot account
You'll be redirected to HubSpot's login page. Use your normal HubSpot credentials - there are no extra logins to create or manage.
(Replace this placeholder with an actual screenshot)
Select your HubSpot account
If you have access to multiple HubSpot portals, you'll be asked to choose which one to connect. If you only have one account, this step is skipped automatically.
(Replace this placeholder with an actual screenshot)
Approve permissions
HubSpot will show a permissions screen listing the scopes Emergency Unmerge needs. Click "Connect app" to approve.
Why these permissions? Emergency Unmerge needs read/write access to contacts, companies, and deals so it can analyze property history, scan associations, and recreate the separated records after reconstruction. Optional scopes (tickets, e-commerce, sales emails) let us attribute related records more accurately - you can decline these if your portal doesn't use them.
Required scopes:
- Contacts: read & write (properties, schemas)
- Companies: read & write (properties, schemas)
- Deals: read & write (properties, schemas)
Optional scopes (can be declined):
- Tickets: for ticket association recovery
- E-commerce: for line item association recovery on deals
- Sales email read: for email forensic analysis during AI reconstruction
(Replace this placeholder with an actual screenshot)
Open a merged record in HubSpot
Navigate to any contact, company, or deal in your HubSpot CRM. Emergency Unmerge appears in two places:
- Sidebar card: Quick scan access on the right-hand panel of any record page
- Tab card: Full workflow (scan → reconstruct → review → execute → property editor) under the "Emergency Unmerge" tab
If the record was created from a merge, the card will automatically detect it and show a "Scan Record" button. If no merge is detected, it will display "No merge detected."
(Replace this placeholder with an actual screenshot)
(Replace this placeholder with an actual screenshot)
Scan, reconstruct, and execute
The full unmerge workflow has four stages:
- Scan (free): Click "Scan Record" for a free complexity assessment. You'll see how many credits the unmerge will cost before committing.
- Reconstruct: Purchase credits if needed, then click "Reconstruct with AI." The AI analyzes property history, timestamps, email forensics, and association patterns to rebuild both original records.
- Review: Review both reconstructed records side-by-side. Every field shows a confidence score. Use "Swap All" if the primary/secondary are reversed. Copy the full JSON analysis for manual verification.
- Execute: Click "Execute Unmerge" to recreate the separated records in HubSpot. This creates a new record with the secondary record's properties and reassigns associations.
Important: Credits are consumed when reconstruction begins and are non-refundable after that point. The scan step is always free. See our Terms of Service for details.
(Replace this placeholder with an actual screenshot)
(Replace this placeholder with an actual screenshot)
(Replace this placeholder with an actual screenshot)
That's it. Your records are separated!
After execution:
- Property Editor: If the AI got a field wrong, click "Load Property Editor" at the bottom of the tab card. Dropdowns show every historical value so you can pick the right one and save it directly to HubSpot.
- Recovery Snapshots: Pre and post-execution JSON snapshots are automatically saved. Download them anytime from your account history.
- Operation History: Your account dashboard tracks every operation - credits spent, AI model, token usage, duration, and confidence scores.
Disconnecting & Uninstalling
If you need to disconnect or uninstall Emergency Unmerge:
To disconnect the app:
- In HubSpot, go to Settings → Integrations → Connected Apps
- Find "Emergency Unmerge" in your connected apps list
- Click the app, then click "Uninstall"
What happens to your data:
- Your HubSpot data is not affected: Uninstalling does not modify, delete, or reverse any records or properties in your CRM. Any records that were created or modified by Emergency Unmerge remain as-is.
- Custom properties remain: Properties created by Emergency Unmerge (prefixed with
eu_) stay in your portal. You can delete them manually from Settings → Properties if desired. - Credits are preserved: Your unused credit balance is retained in our system. If you reinstall, your credits will be available again.
- Operation history is preserved: Past operation records, AI analysis reports, and recovery snapshots remain accessible on your account page using your portal ID.
Need help? If you have questions about disconnecting or need assistance, email us at joshua@thirdspaced.com. We respond within 24 hours.