Help center › Contacts

Finding and merging duplicate contacts

The same person can end up in your CRM twice - once from an import, once from an email with a different address. Duplicates finds them.

1. In Contacts, press Duplicates.
2. Each group shows people who are probably the same, and why: same email, same phone, or same name and company.
3. Tick the record to keep. We tick the one with the most history for you.
4. Press Merge into the one ticked and confirm.

What merging does

• Blank details on the kept record fill in from the others; tags, notes and your own fields are joined.
• Notes, tasks, texts and places on flows move to the kept contact.
• The other email addresses are remembered: their old emails show on the kept contact, and new mail from any of them lands there.

Two different people who just share a name? Press Not the same person and they will not be suggested again. Merging cannot be undone.

Updated September 22, 2026. Still stuck? Email mail@swiftagentsites.com.