Merging duplicate contacts in HighLevel allows you to consolidate multiple records for the same individual or business into one unified contact. This helps reduce confusion, eliminate redundant communications, and ensure a clean contact database.
Ensures CRM data hygiene and prevents duplicate outreach.
Combines notes, tasks, conversations, and workflows into one record.
Improves campaign accuracy and reporting.
Reduces confusion during support and sales follow-ups.
Optimizes automation and contact routing.
Navigate to the Contacts from your HighLevel sub-account.
Use the QuickSearch bar to find duplicate contacts by entering a common identifiers like name or email.
You can also search manually from the contact list.
Select the duplicate contacts you want to merge. (Maximum 10 at a time)
Step 2: Initiate the Merge Process
After selecting the contacts, click on the Merge Contacts button.
Step 3: Choose the Master Record
Choosing the Master Record ensures its primary details are preserved during the merge, while relevant data from the other records is combined into it to create a single, complete contact.
Review the details of the selected contacts.
Select the Master Contact.
You can also select the Primary Email/Phone for the Master contact from any of the selected contacts.
Click on Merge Contacts button.
Check the I understand this action cannot be reverted box.
Click on Merge Contacts button.
Avoiding duplicate contacts at the source can save significant time and confusion later. Contact Deduplication Settings give you control over how the system handles new contact entries, allowing you to prevent duplicates before they happen.
Navigate to Settings > Business Profile > Contact Preferences.
Enable or disable Allow Duplicate Contacts.
Choose primary and secondary deduplication fields (Email or Phone).
