How Pipedrive Merges Duplicates
Pipedrive merges duplicates from the record itself, for people, organizations and deals. The work is finding the pairs, not performing the merge.
How Pipedrive merges duplicate records
Open the record you want to keep
Work from the survivor. Its values win, so pick the record with the better data rather than the older one.
Choose merge from the record actions
People, organizations and deals each support merging from the detail view. Search for the duplicate and select it.
Check the field values, then confirm
The surviving record keeps its own values and picks up activities, notes, files and linked deals from the other. Merges can't be undone, so read the preview.
Finding the duplicates first
Stopping the next batch
Frequently asked questions
How do you merge organizations and contacts in Pipedrive?
From the record's action menu. Pipedrive merge organizations the same way as people, and how to merge duplicate contacts in Pipedrive is identical. Bulk merge duplicates Pipedrive does not support natively, so Pipedrive duplicate contacts at volume need the API.
How do you merge duplicates in Pipedrive?
Open the record you want to keep, choose Merge from its actions, and select the duplicate. The survivor keeps its own field values and picks up activities, notes, files and linked deals from the other.
Can you undo a merge in Pipedrive?
No. Merges are permanent, so export before a bulk cleanup.
Can you bulk merge in Pipedrive?
Not natively in one action. Merge in pairs, or use a marketplace dedupe app for volume.
Duplicate records, duplicate tickets
The same person existing twice in Pipedrive usually means the same person raising two support tickets that never connect. Ticket Merger fixes that half automatically, on Zendesk and Freshdesk.
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