The Merge Contact action helps you identify duplicate contacts and merges the newer contact record into the oldest existing record.
How to Use the Merge Contact Action #
- Head to the Automation > Workflows section in your account, then select an existing workflow or create a new one to begin.
- Add the Merge Contact action at the appropriate point within your workflow.
- Update the action name to reflect its purpose if needed.
- Select how you want the system to identify the duplicate contacts; you can choose between email, phone number, or both.
- Once you have added all the relevant fields, save the action to add it to the workflow.
By leveraging this feature, you can automate the search for specific contacts based on your selected value and ensure your contact list is correctly updated, even if you are currently allowing duplicate contacts in your account.
Frequently Asked Questions #
What does the Merge Contact action do? #
It identifies duplicate contacts and merges the newer contact record into the oldest existing record.
Where do I add this action? #
Go to the Automation > Workflows section, open or create a workflow, and add the Merge Contact action at the appropriate point.
How does the system identify duplicates? #
You choose whether to match on email, phone number, or both.
Which record is kept after the merge? #
The newer contact record is merged into the oldest existing record.
Does this work if I allow duplicate contacts? #
Yes. It keeps your contact list correctly updated even if your account currently allows duplicate contacts.
How do I finish setting up the action? #
After selecting your matching fields, save the action to add it to the workflow.
