Merge Workflow
This page walks through the complete process of finding and merging a duplicate deal.
Step 1: Open a Deal
Navigate to any deal in Pipedrive. The Utilities panel appears in the right sidebar with the Merge tab active. Before you search, check the top of the panel for automatic duplicate notices.
Step 2: Search for Duplicates
Type in the search box to find deals by:
- Deal title – Find deals with similar or matching names.
- Person name – Locate deals by contact name.
- Email address – Search across all contacts by email.
- Deal ID – Jump directly to a specific deal.
Results appear in a dropdown organized into two sections:
- Same Person – Deals belonging to the same contact as your current deal, highlighted with a yellow accent. These are the most likely duplicates.
- Other Results – Deals matching your search that belong to different contacts.
Each result shows the deal title, contact name, email, pipeline, stage, and program. Use the “Open Deal” or “Open Person” links to review records in a new tab before selecting.
Step 3: Preview the Merge
After selecting a deal, a detailed preview appears:
Deals – The current deal (green) will be preserved. The selected deal (red) will be merged into it and deleted. Both display their pipeline, stage, and program.
Persons – Both contacts are shown with email addresses and marketing subscription status. The number of other deals each person has is displayed, which affects the merge recommendation.
Merge Options – Checkboxes for merging person records, resubscribing to email marketing, and archiving the deleted person in Mailchimp. See Mailchimp Integration for details on the email marketing options.
The merge preview now offers an Archive deleted person in Mailchimp option (formerly labelled “Unsubscribe deleted person from email marketing”). Behavior is unchanged: when checked, the deleted person’s Mailchimp contact is archived (soft-delete; status preserved) before the Pipedrive merge fires, preventing orphan subscriptions from lingering. The label was renamed in 2026-04 to clarify that this is cleanup, not consent withdrawal.
Field Preservation – When configured fields have different values on the two records, a summary shows how many fields are available. Click Review Fields to open the full-screen comparison modal. Fields in the Default group are pre-selected automatically.
If you realize the merge direction should be reversed, click “Open Deal” on the secondary deal. The panel on that deal will automatically pre-select the original deal for merging in the opposite direction (flip-merge).
Step 4: Confirm the Merge
Click Confirm Merge to execute. The page refreshes automatically when complete.
What Happens During the Merge
The merge executes these steps in order:
- Unsubscribe webhook – If the deleted person is subscribed to email marketing and the option is checked, a webhook fires to unsubscribe them before the merge.
- Person merge – If selected, the deleted person is merged into the surviving person. All contact info, history, and linked deals transfer over.
- Person field backfill – Any preserved person field values are written onto the surviving person. For email/phone, the preserved value is promoted to primary.
- Deal merge – The selected deal is merged into the current deal. Activities, notes, files, and products transfer. Custom fields from the deleted deal fill empty fields on the surviving deal.
- Deal field backfill – Any preserved deal field values are written onto the surviving deal.
- Audit notes – A detailed note is added to the surviving deal documenting what was merged, which values were preserved, which were discarded, and any email marketing actions taken.
- Page refresh – The deal page reloads to show the updated record.
The deleted deal and person records are permanently removed. All their data is either transferred to the surviving records or documented in the audit note.