Duplicate contacts can clutter your database and create confusion. The Merge Contacts feature allows you to combine multiple contact records into a single Target contact while carefully choosing which data fields to retain.
Select Contacts
- Navigate to your Contacts List.
- Select two or more contacts you want to merge.
- In the Mass Actions menu, click Merge (the second-to-last option).
Step 1: Choose the Primary Contact
- The Target Contact window will display all selected contacts with their key information: Name, Email, Phone, Status, Automations, Related Contacts, etc.
- Select the contact to become the Target Contact
Review Automations & Data
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Active Automations default to the Target Contact.
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If you want automations from another contact, change the Target Contact.
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Partner marketing details and SMS consent values follow the Target Contact by default.
Notes:
For each field (Email, Phone, Job Title, etc.), choose which value to retain. Only one value per field is allowed.
Merging contacts does not trigger automation entry/exit or date-reassessment checks.
Step 2: Confirm & Merge
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Click Next to review the final merged contact.
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All selected records’ data and associations will merge into the Target Contact, including:
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Tasks
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Tags
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Notes
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Related Contacts
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Transactions
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Use Previous to adjust selections if needed.
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Click Submit to finalize the merge.
Success! Your contacts are now consolidated into one unified record.
Key Tips
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Double-check the Primary Contact’s automations and important fields before submitting.
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Only one value per field can be kept—plan carefully.
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Be mindful of SMS consent and partner marketing data.
- Always review automations, related contacts, and important fields before hitting Submit to avoid overwriting critical information.
Example View
After choosing the Primary Contact and selecting which fields to retain, the merge consolidates all data into a single clean record.
After the Merge
Once you finalize your selections and submit the merge, just wait a moment while the system processes the request. Shortly after, you’ll see only the newly merged contact in your Contacts List.
When you open the merged contact:
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Go to the Activity Log, where you’ll find a clear entry indicating that a merge occurred.
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You’ll also be able to confirm that all tasks, tags, notes, related contacts, transactions, and selected field values from the original records have been successfully consolidated into this single contact.
Why This Matters
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Keeps your database clean and avoids duplicates.
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Ensures that key information is retained and accurate.
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Gives users full control over which data is preserved during merges.
Need more help? Check out: Contact View - Related Contacts