Combine two company records into one and bring everything attached to them along.
Merging is permanent and cannot be undone. Double-check the records before you confirm.
Before you start: Admins can always merge. Other users can if an admin has granted them the Can merge records permission. If Merge isn't in the Actions menu, that's why — ask an admin to enable it.
Merge two companies
- Open the company profile you want to keep as the main record.
- Click Actions in the upper right corner and select Merge.
- Search for the duplicate you want to merge in.
- Review the preview, then confirm.
What happens when you merge
- The record on the left is kept. The one on the right is merged into it. Use the swap option if you picked them the wrong way round.
- Everything transfers to the record you keep: people, files, tasks, events, notes, and deals.
- Conflicting details — a second phone number or email, for example — are logged as an activity on the surviving record so nothing is silently lost.
If you're merging a lot of records at once, export your company data first. It's the only way back.
Need help? Contact support at customercare@pipelinecrm.com.