Duplicates
Duplicates creep in through imports and agents however careful you are, and the damage is that half a relationship's history ends up on a record nobody opens. Merging fixes that without losing anything — you can do it from workspace settings, straight from a list, or by asking Chat.
How to find and merge duplicates
Go to Settings → Data → Duplicates (admin only).
Zero scans the workspace and shows Companies, Contacts and Deals with the number of duplicate groups in each. A group is records sharing the same value for the match key, which you choose with the By: switch:
Companies — Domain (default), Name, LinkedIn, or External ID
Contacts — Email (default), Name, LinkedIn, or External ID
Deals — Name (default) or External ID
Matching on Domain or Email looks at every domain a company owns and every address a contact can be reached at, not just the primary — so a company whose secondary domain is another's primary still surfaces. Search duplicates... narrows the groups.
Click Review on a group. The merge dialog shows each record with its company, contacts, deals and lists, and when and by whom it was created. Click Keep on the one that should be the main record — data comes from all of them, but the main record wins any conflict. See What gets merged.
Click Confirm Merge.
You can review the consolidated records in any list.
Merging from a list or from Chat
When you already know which records are duplicates, skip settings entirely.
From a list — select two or more records of the same type and click Merge records in the toolbar at the bottom. Same dialog: pick Keep, then Confirm Merge.
From Chat — "merge the two Acme companies, keep the one with the website". Chat finds them, confirms which survives, and merges. The same is available over MCP and through the Merging Records.
The result is identical however you start it.
What gets merged
Everything is combined into one record.
Where fields conflict — two different cities in Location, say — the main record wins, custom properties included. Where the main record is empty, identity fields such as name, company, location, LinkedIn and phone are filled from the duplicates.
Owners and lists from all original records are combined, and notes written on the record page are appended together.
Company domains and contact email addresses are not discarded: every domain across the merged companies ends up in the company's All Domains, and every address across the merged contacts ends up in the contact's All Emails. The main record's value stays the primary Website Domain / Email — the one used for sending.
Related records are re-linked to the main record instead of being lost:
Contacts: deals, email threads, calendar events, LinkedIn conversations and connections, custom activities, tasks, notes, comments, files, invoices, issues, and analytics events.
Companies: contacts, deals, email threads, calendar events, and other related records.
Deals: email threads, calendar events, custom activities, tasks, notes, comments, and files.
If any merged contact was unsubscribed from all messaging, the merged contact stays unsubscribed.
The duplicates are archived and marked as merged into the main record — they are not permanently deleted.
Bulk merge
For a backlog rather than a handful, use the toolbar above the groups:
Tick the checkboxes on individual groups, or use the select-all checkbox.
Use the Keep: switch to decide which record in each group becomes the main record — Oldest (default) or Newest.
Click Merge selected (or Merge all when everything is selected).
Anything that fails is flagged with a warning icon for you to review one by one.
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