Merge Tool

The Merge Tool helps you consolidate duplicate deals and contacts in Pipedrive. It appears in the right sidebar when viewing any deal, giving you immediate access without leaving your workflow.

What It Does

• Search for duplicate deals by name, email, phone, or deal ID.
• Preview exactly what will happen before committing to a merge.
• Merge deals and person records with full control over which data survives.
• Preserve fields selectively, choosing values from either the surviving or deleted record.
• Maintain email marketing hygiene by automatically unsubscribing deleted contacts via webhook.

Quick Start

1. Open any deal in Pipedrive. The Utilities panel loads in the sidebar.
2. Check the duplicate notices at the top – the panel automatically flags potential duplicates.
3. Search for a deal to merge, or click “Select for Merge” on a detected duplicate.
4. Review the preview showing both deals and persons side by side.
5. Adjust merge options (person merge, field preservation, email marketing).
6. Click Confirm Merge to execute.

Learn More

• Merge Workflow – Detailed step-by-step walkthrough.
• Duplicate Detection – How automatic duplicate notices work.
• Field Preservation – Controlling which field values survive the merge.
• Mailchimp Integration – Email marketing unsubscribe and resubscribe handling.