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 enables you to merge the duplicates and clean up your contact list.
Despite our best efforts, Apollo is never entirely free of duplicate contact records. Apollo experiences around a 1% duplication rate in our database.
The following sections detail how to view and merge duplicate records for contacts and accounts in Apollo and preserve your source of truth.
Merge Individual Contacts
You have 2 options when you want to merge individual contacts:
- Merge directly in search.
- Merge from the contact's page.
To merge contact records directly from search:
- Launch Apollo and click People
- Click the checkbox for each contact record that you want to merge. Then, click ... > Merge duplicates.
- Apollo merges the duplicate records into a single primary record. Choose the primary record from the drop-down, then click Merge.
Check out the Explore Merge Settings for CRM Integrations section for more details about deleting duplicate records in your integrated CRM as part of the data sync.
- Click Yes to merge the contact records.
You've successfully merged the contact records.
To merge contact records directly from the contact's page:
- Launch Apollo and click People. Then, click a contact's name to access the record.
- If a contact has duplicate records, Apollo displays a banner at the top of the Contact information section of the contact's page. Click Merge duplicate contacts.
Check out the Explore Merge Settings for CRM Integrations section for more details about deleting duplicate records in your integrated CRM as part of the data sync.
- Click Yes to merge the contact records.
You've successfully merged the contact records. Apollo removes the duplicate records banner from the contact's page.
Merge Accounts (Companies)
To merge account records:
- Launch Apollo and click Companies. Then, click a company's name to access the record.
- If an account has duplicate records, Apollo displays a banner at the top of the Company overview section of the account's page. Click Merge duplicate accounts.
Check out the Explore Merge Settings for CRM Integrations section for more details about deleting duplicate records in your integrated CRM as part of the data sync.
- Click Yes to merge the contact records.
You've successfully merged the account records. Apollo removes the duplicate records banner from the account's page.
Explore Merge Settings for CRM Integrations
Duplicate records are an inevitability when syncing data across Apollo and CRMs like Salesforce and HubSpot, but that doesn't mean you can't make life easier for yourself by syncing deleted records.
First, check out Important Information about the Salesforce Integration or Configure HubSpot Sync Settings for more information related to advanced data sync options for your CRM integration.
Then, hop into the sync settings for Salesforce or HubSpot to adjust how Apollo handles duplicate records when syncing data with your CRM.