Merge duplicate contacts and companies

You can now merge duplicate contacts and companies directly in lemlist, instead of choosing between deleting a record and losing its history, or keeping both and living with a split history.

Merging is available from the contact/company panel, the API, and MCP. In the modal:

  • Compare up to 10 records side by side. The leftmost record is the survivor and keeps its id; the others are folded into it and deleted.

  • Fields that differ are shown first, with the survivor's value pre-selected. Fields that match collapse into a single line.

  • The result panel on the right previews the merged record, and you can edit any field before confirming.

  • You choose which CRM record the survivor stays linked to. On a contact, the company link is locked.

Activities, campaign enrollments, tasks, inbox threads, opportunities, list memberships, watchers, signals, favorites, and enrichment history all move onto the survivor. The confirm step shows a count of what's about to move.

A few things to know:

  • There's no undo. Merged records are deleted for good.

  • Email addresses are not merged: the survivor keeps one side's addresses, and the other side's are dropped.

  • If either record is unsubscribed, the survivor stays unsubscribed.

  • A person enrolled in the same campaign under both records will appear twice — enrollments aren't deduplicated.

  • lemlist never merges anything in your CRM. Merge duplicates in your CRM first, then merge what's left in lemlist.

  • You can merge 2 to 10 records at a time, one duplicate cluster at a time.

  • A record currently being enriched can't be merged until enrichment finishes.

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