Merge Duplicate Accounts to Consolidate Your Records
Any time two or more accounts share the same enrichment website, account domain, or name (each of which are highlighted below), we will automatically identify them as potential duplicates and give you the option to merge them together -
In the example above, there are two accounts for Microsoft that share the all of the same identifying information, and this causes us to show a merging option at the top right of each account's profile. Once clicked, we will display a success message and an activity log for the merge -
The activity log will show the CRM IDs (Salesforce ID or HubSpot ID) for:
- The account in your CRM that is still being synced with the merged account in Apollo
- The accounts in your CRM that are no longer being synced with the merged account in Apollo
What Information Do We Keep From the Account In The Merge Prompt?
- Account custom field values that aren't null
- Account lists
- User activities
When you merge two accounts, we will retain the custom field values of the account listed in the potential duplicate message, not the account you are viewing. So, if the two accounts have different values for a given custom field, we'll keep the value from the account being merged into -- except for when it is empty. For this reason, it's important to check which account's custom fields are your source of truth.
We will also pull over any of that account's contacts, account lists, and user activities, each of which will be combined with contacts, account lists, and user activities of the account you're merging from.
Note: If the account you are merging into has empty values in any custom fields, we will not overwrite the account you are merging from with these empty values. This effectively allows us to combine custom field information from both accounts.
What Information Do We Keep from the Account You Are Merging From?
- Account Name
- Account Enrichment Information
- Account Website
- Account Notes
- Account Stage
- Account Owner
- Account Lists
- User action history