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Merge two duplicate contacts

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Michael

Michael

Last updated on Jun 26, 2026

📍 Where to find it: Pipeline & contacts → Contacts → a contact's record → "Merge" tab

Merging brings together two records that represent the same person into one, without losing the history. Ideal when a customer has written from two different channels and appears twice.

How it works

You open a contact's record, search for the duplicate, and designate the "primary" contact to keep. Madyis Hub attaches the history of the other record to the primary contact, then deletes the duplicate.

Step by step

  1. Open "Pipeline & contacts → Contacts" and click one of the duplicate contacts.
  2. In the record, go to the "Merge" section/tab.
  3. Search for and select the other record (the duplicate).
  4. Choose the primary contact to keep.
  5. Confirm the merge.

Good to know

  • Check carefully which contact keeps priority: it is the one that keeps the displayed details.
  • Merging is permanent: cross-check the information before confirming.