Overview

Duplicate entries can clutter your CRM, confuse your team, and hurt data accuracy. Fortunately, Pipedrive allows you to merge duplicate deals, people, and organizations to keep your database clean and efficient.

This guide walks you through how to identify and merge duplicates in Pipedrive quickly and safely.

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🔍 Why Merging Matters

Duplicates typically occur when:

• Multiple team members add the same lead
• Contacts submit multiple forms
• Data is imported more than once

Merging avoids:

• Conflicting deal statuses
• Split communications
• Inaccurate reporting

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👤 How to Merge Duplicate Contacts (People & Organizations)

Step 1: Identify Duplicates

1. Go to the Contacts tab.
2. Select either People or Organizations.
3. Use the search bar to locate duplicates by name or email.
4. You can also apply filters (e.g., same email or phone number).

🛠 Pro Tip: You can create a smart filter like “email contains @ and appears more than once” to help find duplicates.

Step 2: Select the Duplicates

• Check the box next to each duplicate entry.
• Click the “Merge” button that appears at the top.

Step 3: Choose the Primary Contact

• Select which version you want to keep as the primary record.
• Pipedrive will:
  • Merge all related data (emails, activities, deals)
  • Remove the duplicate
  • Keep the most complete and up-to-date fields

Step 4: Confirm Merge

• Click Merge to complete the process.

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💼 How to Merge Duplicate Deals

Pipedrive doesn’t support automatic deal merge, but here’s how to do it manually:

Step 1: Find Duplicate Deals

1. Go to the Deals tab.
2. Use the search bar or filters to identify similar or identical deal names, organizations, or contact persons.
3. Open each to compare deal details, notes, and activities.

Step 2: Choose the Primary Deal

• Decide which deal will be the main one you want to keep.
• Open that deal and consolidate:
  • Activities and notes from the duplicate deal
  • Files and emails
  • Contact links (make sure the same person/org is associated)

Step 3: Manually Transfer Information

• Copy any missing information from the duplicate deal into the primary one.
• Add a note referencing the merged deal if needed.

Step 4: Delete the Duplicate Deal

• Once all information is transferred, mark the duplicate as lost or delete it (if it’s fully merged and no longer needed).

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✅ Best Practices

• Use unique identifiers (like email, phone number, or company name) to avoid duplicates.
• Train your team to search before adding new entries.
• Schedule regular reviews to clean up your database.
• Use data import tools with deduplication options when uploading CSV files.

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🧠 Note on Automation

As of now, Pipedrive does not support automatic duplicate detection or merging for deals, but third-party integrations like Dedupely or Outfunnel can help automate and streamline duplicate management.

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Conclusion

Keeping your Pipedrive account free of duplicate contacts and deals ensures cleaner data, smoother workflows, and more accurate reporting. Regularly reviewing and merging duplicates will improve collaboration and decision-making across your sales team.