Merge Duplicate Contacts

Duplicate contacts accumulate from manual entry, CSV imports, form submissions, and connected integrations. Merging consolidates those records into one authoritative contact so outreach stays clean, automations run correctly, and reporting is accurate.

You can merge up to 10 contacts at a time. The merge is permanent — review carefully before confirming.

Before you begin

Only Admin users can merge contacts.
Merging cannot be undone. The child contact is permanently deleted; its primary field values are lost if the master already has a value for that field.
Custom fields from the secondary contact are added to the master only when the master’s corresponding field is blank — no overwriting occurs.
Workflow executions transfer to the master. If the master is already enrolled in the same workflow, the duplicate run is stopped.

Find the duplicate contacts

Navigate to Contacts in the main menu.
Use the Quick Search bar to find duplicates — search by name, email, or phone.
You can also scroll the contact list and check for duplicates manually.
Select the checkboxes next to the contacts you want to merge (2 to 10 contacts).

Initiate the merge

With 2–10 contacts selected, click the Merge Contacts button that appears in the action bar.
The merge review panel opens, showing all selected contacts side by side.

Choose the master record

The master record keeps its primary details. Data from the child records fills in any empty fields on the master.

Review the details for each contact in the panel.
Select one contact as the Master Contact using the radio button or selector.
Optionally, choose which Primary Email and Primary Phone to use for the master — you can pull these from any of the selected contacts.
Review any conflicting field values carefully.

Confirm the merge

Check the “I understand this action cannot be reverted” box.
Click Merge Contacts.

The child contacts are deleted. The master contact now holds all combined data — conversations, notes, tasks, tags, opportunities, and compatible custom field values from the merged records.

Prevent future duplicates

To reduce the chance of duplicates being created in the first place:

Go to Settings → Business Profile → Contact Preferences.
Disable Allow Duplicate Contacts.
Choose the primary and secondary deduplication fields — Email or Phone.

When deduplication is active, new contacts that match an existing record by the configured field are merged with the existing record instead of creating a new one.

Common questions

What happens to a contact’s workflows when I merge? If the child contact is deleted during the merge, any active workflow execution transfers to the master contact. If the master is already enrolled in the same workflow, the duplicate run stops and the existing execution continues.

What happens to signed documents? Signed documents do not automatically transfer to the master contact. Download any important documents before merging.

Why don’t I see the Merge Contacts button? You need to select at least 2 contacts. Also confirm you have Admin permissions and that both contacts belong to the same account and are visible in your current list view (check any active filters).

Can I merge more than 10 contacts at once? No. Merge in batches of up to 10, then repeat for the next set.

Which record should I choose as the master? Choose the record with the most complete and up-to-date information. The master retains its conversations, last activity timestamp, and files.

Manage and Find Duplicates with the Duplicate Tool — bulk-scan the entire contact database for matches by email, phone, or name.