Table of Contents
Overview
When you use Apollo for prospecting, it's possible that you will get duplicate contact information when you sync Apollo to your Customer Relationship Management (CRM) platform. Apollo automatically notifies you if there is a probable duplicate, which allows you to merge the duplicates and clean up your contact list.
See the sections below for instructions on how to merge duplicate accounts in Apollo and preserve your source of truth.
Merge Duplicate Contacts or Companies
Launch Apollo and then click Search.
Click either the People or Companies tab depending on whether you are searching for contacts or accounts.
Please note, the merge process is identical for contacts and accounts. The instructions below demonstrate the process for contacts, but if you need to merge data for duplicate accounts, follow the same steps but click the Companies tab first.
When you complete a filtered search for People or Companies, you may find data records that look identical to each other.
Click the duplicate record to show the Card. If there is a potential duplicate, Apollo displays a merge banner.
There are multiple ways to merge a duplicate record:
The Merge Banner
Click Click here to merge this duplicate with the current contact. in the banner.
Click Yes in the modal to merge the duplicate record with the source of truth that you would like to keep. This will remove the duplicate.
Please note, you should delete the duplicate record from your CRM as well as merge it in Apollo to prevent it from syncing again.
The Contact Card
To merge a contact from the Contact Card, click the additional options (...) button and then click Merge Duplicate.
In the modal, Merge this contact: will be auto-filled with the existing contact that Apollo should merge it with. You cannot change this field.
Use the Into this contact: search bar to find the contact you want to merge into your source of truth.
Click Merge to join the two contacts.
Contact Checkboxes
The last method to merge contacts is by using the contact checkboxes on the People search page.
Click the checkbox for each contact.
Click the additional options (...) button and then click Merge Duplicates.
In the Merge Duplicate Contact modal, click the Choose the master contact to merge the selected contacts into drop-down and then choose the contact you want to use as your source of truth.
Click Merge to merge the two contacts.
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