What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows - keeping your contact list clean, unified, and accurate without any manual effort.