Find and merge duplicate contacts
To help you keep your database clean, you can easily find and merge duplicate CRM contacts.
In this article:
| Merge duplicate contacts manually |
| Merge duplicate contacts in bulk |
| How does Merge Duplicates work |
| Best practices |
Merge duplicate contacts manually
You can select between 2 - 3 contacts to merge them.
Merge duplicate contacts in bulk
Jump up to Article's Overview ⮝You can easily find and merge duplicates in bulk based on First Name and Last Name or Email Address.
When merging contacts in bulk, all Deals, Notes, and stored emails from all the duplicate contacts will be copied to the single merged contact.
Select the appropriate contacts by clicking their checkboxes and click Merge duplicates at the top of the page.
How does Merge Duplicates work
Jump up to Article's Overview ⮝Single-value fields such as First name, Last name, Job title, Organization, Address (City, State, Zip/Postcode, Country), Status, Lead Source, Owner, and Custom fields (except for checkboxes) will be retained from the oldest contact. We assume the oldest record is the original source of truth and contains the most complete and historically accurate details.
Multiple-value fields such as Phone number, Email address, URL, Tags, Background, and Custom fields (Checkboxes only) will be copied to the merged contact. For example, if two duplicate contacts have two different phone numbers, both numbers will be copied to the new, single-merged contact.
The Next Action of the most recently created contact is displayed as the Next Action for the merged contact, and the other duplicate contacts’ Next Actions and Queued Actions are listed as follow-up Actions.
Best practices for merging duplicates
Jump up to Article's Overview ⮝There are a few things to note when merging contacts in the CRM:
- If you merge a contact with multiple address fields, the last updated/edited address will be added to the merged contact.
- Bulk merging is a powerful feature that cannot be undone. Please be sure to check that your list is correct before running.
- If you have a high number of duplicates, we recommend doing an export your database and checking it based on first name, last name & email address prior to merging the duplicates.
- All Activity logs for Deals, Notes, and stored Emails of the duplicate contacts will be consolidated under the merged contact.
- If you merge a starred contact with a non-starred contact, the resulting contact will be starred.