Merging Duplicates
CRMs can get cluttered with duplicate records over time. Zero already helps prevent duplicates, but if some slip in through imports or automations, you can quickly merge them from Workspace Settings.
The duplicate merging tool lets you find and remove duplicates without losing important info. Here’s how it works.
How to find and merge duplicates
In your Workspace Settings, go to Duplicates.
Zero scans your workspace for duplicate contacts and companies.
Choose how to match duplicates:
Exact email/domain — safest option.
Same name — broader match that may surface more candidates.
Click Merge on any group you want to review. Pick a main record to keep.
Zero will keep data from both records but gives priority to the main record in case of conflicts. Read more here: What gets merged
Click Keep and then Confirm merge.
You can review the consolidated records in any list.
What gets merged
Zero combines data from all records into one.
The merged record keeps deals and lists from all original records.
Any field that exists on only one record is kept.
If fields conflict (e.g., two different cities in Location), Zero keeps the value from the main record you selected.
Bulk merge
Handling lots of duplicates? Select multiple pairs and merge in bulk instead of reviewing them one by one. You can quickly select all, or select / unselect multiple records at once.
Last updated