Merging Duplicates in Pipedrive

Pipedrive merges people, organizations and deals from the record itself. The work is finding the pairs, not performing the merge.

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Merging two records in Pipedrive

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 cannot be undone, so read the preview.

Finding the duplicates first

Sort by name and scan. Crude, effective for a few hundred records, and free.

Filter on email domain to find several people at one organization who should be linked rather than duplicated.

Export and dedupe in a spreadsheet, then merge the pairs you confirmed. Slow and reliable.

Marketplace dedupe apps score likely pairs for you, which is worth it above a few thousand records.

Stopping the next batch

Set a matching key on import. Email for people, name or domain for organizations. Without one, every import creates records.

Check what your web forms do when the email already exists: update or create.

Normalise before you import. Trailing spaces and inconsistent case create separate records that look identical.

Review any integration that writes records, since creating on no-match is a common default.

Frequently asked questions

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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Keep reading

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Step by step guides to merging duplicate contacts, companies and deals in HubSpot, Salesforce, Pipedrive, Zoho CRM, Dynamics 365 and Marketo.

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