If you have duplicate contacts in your account, combine them with the Merge function.
Take Note
- It is not possible to merge more than two contacts at the same time
- Once you merge a contact, the action cannot be undone
How to merge contacts
- Click Contacts on the left menu.
- From the Contacts Overview page, click the contact record of your Source contact. This is the contact you want to merge into another contact. By the time the merge is complete, the email address for the Source contact will no longer exist in your account.
- Click the dropdown next to the "Send a Campaign" button at the top right.
- Click the "Merge" option that appears.
- A modal window will appear and suggest other contacts to merge the Source contact into. These are called Destination contacts. If the contact you wish to merge into is listed, click the "Merge" button. If the Destination contact you want to use isn't listed, type their email address in the search bar and click the "Merge" button.
By the time the merge is complete, the email address for the Destination contact will remain in your account. - Resolve field conflict(s).
If your two contacts have different values for the same field(s), you will be asked which contact's field values to keep and which to discard.
To view all conflicting fields for your two contacts, click "View all conflicting fields."
The Destination contact will appear on the left, and the Source contact will appear on the right.
To select the contact's field(s) you wish to keep, click on that contact's name, then click "Next." This choice will be applied to all conflicting fields for this merge.
In this example, I am keeping the field values of my Destination contact. This will discard the field values of the Source contact. - Resolve automation conflict(s).
If these two contacts are in the same automation(s), you will need to choose either the Source Contact's version of the automation(s) or the destination contact's version of the automation(s).
To see all conflicting automations, click “View conflicting automations.”
The Destination contact will appear on the left, and the Source contact will appear on the right.
To select either version, click on that contact's name, then click “Next.” Your choice will be applied to all of the same automations that both contacts are in. In this example, I selected the source contact's automation stage: - Read and click the checkboxes in the final confirmation modal. Once finished, click "Merge" to complete the merge action.
- A confirmation message will appear when the merge is complete. Click "Finish" to exit.
Once the merge is complete, the Source contact will be merged into the Destination contact; the contact record for the Source contact will no longer exist.
Additional notes
Tags from the Source contact will be added to the Destination contact. These tags will be listed in addition to what the destination contact already has listed in their profile.
Open deals assigned to the Source contact will remain in your account with an unassigned status.
If other contacts were on the deal besides the source contact, the deal would still be assigned to those contacts.
Past campaign activity from the Source contact will be added to the Destination contact's activity feed.
Custom object data will not be merged.