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Contact → Merge Contacts
AI-generatedSummary
Merge a contact into another within a selected account
Inputs
- accountId (required) — The account that contains the contacts to merge
- baseContactId (required) — The contact that will remain after the merge and receive all data
- mergeeContactId (required) — The contact that will be merged into the base contact and permanently deleted
Output shape
a single merged contact record
Returns the ID of the merged contact; optional fields may be omitted
Examples
Example 1: Add a new lead and merge it into an existing contact
Account: any, Base Contact: selected lead, Mergee Contact: duplicate lead
Example 2: Clean up duplicate contacts in a bulk workflow
Account: chosen, Base Contact: primary contact, Mergee Contact: duplicate contact
Example 3: Combine conversation histories from two contacts
Account: support account, Base Contact: agent, Mergee Contact: former agent