HubSpot Setup Guide

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.

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.

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.

Approve permissions

HubSpot will show a permissions screen listing the scopes Emergency Unmerge needs. Check the acknowledgment checkbox, then click "Connect app" to approve.

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

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."

Both the Emergency Unmerge tab (left) and sidebar card (right) are visible on a merged company record. The free scan shows 29 items detected, 8 associations, and the credit cost before committing.

Scan, reconstruct, and execute

The full unmerge workflow has four stages:

1. Scan (free) — Click "Scan Record" for a free complexity assessment. You'll see how many credits the unmerge will cost before committing.
2. 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.
3. 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.
4. 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.

AI Reconstruction & Confidence Scores:

After AI reconstruction, review every property assignment with confidence scores. Use the dropdown Property Editor to pick an alternative historical value for any field.

Chain Merge Timeline:

For chain merges (multiple successive merges), the Merge Timeline lets you select which merge event to reconstruct. Each event shows the date and the records involved.

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.

The Property Editor lets you fix any field by choosing from every historical value — including values from before the merge.

Your account dashboard tracks every operation with links to edit properties, view AI analysis, and download recovery snapshots.