workflow · Sales & CRM
Merge a duplicate company
Combine two company records.
4 min to completecompanies, mergeUpdated 2026-05-26 · v2
Launch this workflow
Opens /companies in your workspace
Why use this
You merge duplicate company records into one so the CRM stays clean.
Benefits:
- Picks the survivor record
- Combines fields without loss
- Prevents confusion across views
Who this is for: Owner, Member. Time to complete: ~4 minutes.
Outcome
Two duplicate companies merge into one.
Steps
- Open /companies.
- Find the duplicate pair.
- Open one, click Merge.
- Pick the survivor.
- Confirm.
What can go wrong
- Merge is permanent. Double-check first.
Related
- help-companies-detail.