Merge Contacts in GoHighLevel

/ CRM, GHL / By

How to Merge Duplicate Contacts in GoHighLevel

Keeping a clean CRM is essential whether you are working with ClickUp, spreadsheets, or any other project tools. In GoHighLevel, merging duplicate contacts correctly prevents data loss, reporting errors, and automation issues. This step-by-step guide explains how to identify duplicates, choose the right primary record, and merge contacts safely using the built-in GoHighLevel merge feature.

Why Merging Contacts Matters in GoHighLevel

Duplicate records in GoHighLevel can cause serious inconsistencies, especially when you rely on accurate pipelines, opportunities, and automations.

Properly merging contacts helps you:

  • Centralize all communication history under one contact.
  • Reduce confusion for sales and support teams.
  • Prevent duplicate opportunities and tasks.
  • Keep reporting, workflows, and automation triggers accurate.

The merge tool inside GoHighLevel is designed to consolidate data while preserving key activity history, notes, and engagement details.

Pre-Merge Checklist in GoHighLevel

Before you merge any contact records, confirm that the profiles really belong to the same person or business. Use this checklist to verify duplicates in GoHighLevel:

  • Compare full name spelling and variations.
  • Check primary email address and any secondary emails.
  • Verify phone numbers and country codes.
  • Look at company or organization name if used.
  • Review notes, conversations, and opportunity records.

If you are unsure whether two records match, do not merge them. Instead, investigate further with your team or check external systems.

How the Merge Feature Works in GoHighLevel

The merge feature in GoHighLevel lets you select two or more duplicate contacts and combine them into a single primary record. During the merge:

  • One contact becomes the primary record.
  • Other selected contacts are merged into that primary contact.
  • Key data such as conversations and activities are preserved where possible.
  • Merged contacts are removed as separate entries from your contact list.

Understanding which fields are kept and how the system processes merges is crucial to avoid overwriting important data.

Step-by-Step: Merge Contacts in GoHighLevel

Follow these steps to merge duplicate contacts directly inside your GoHighLevel account.

Step 1: Open the Contacts Area in GoHighLevel

  1. Log in to your GoHighLevel account.
  2. From the left-hand menu, navigate to the Contacts section.
  3. Use search filters such as name, email, or phone to locate potential duplicates.

Make a note of the contact IDs or any unique details so you can confirm you are merging the correct records.

Step 2: Identify the Primary Contact

Choose which record should be the main contact that others will merge into. In most GoHighLevel setups, the primary contact is the one with:

  • The most complete and up-to-date information.
  • The most recent or accurate email and phone number.
  • Active opportunities or pipeline data attached.
  • Relevant tags, custom fields, and notes.

This primary contact will remain after the merge, so double-check that you select the record you want to keep.

Step 3: Select Contacts to Merge in GoHighLevel

  1. In the Contacts list, select the checkbox next to the primary contact.
  2. Select the checkbox next to each duplicate contact you want to merge into the primary.
  3. Look for the Merge option in the bulk actions toolbar.
  4. Click Merge to open the merge confirmation window.

Review the selected records carefully before approving the merge to prevent accidental data loss.

Step 4: Confirm and Execute the Merge

When GoHighLevel displays the merge confirmation dialog, you may see options to:

  • Confirm which contact will be considered primary.
  • Review basic details such as name, email, and phone.
  • Verify that the list of records to merge is correct.

After you confirm the selection:

  1. Click the merge confirmation button.
  2. Allow GoHighLevel a moment to process the merge request.
  3. Wait for the success notification indicating the contacts have been merged.

Once processing is complete, only the primary contact will appear in the contact list with consolidated data.

What Data is Affected When You Merge Contacts

When contacts are merged in GoHighLevel, several data types may be consolidated under the primary record. Though exact behavior can depend on configuration, a typical merge can affect:

  • Basic Profile Fields — Names, emails, phone numbers, and company data may be preserved from the primary record.
  • Conversations — SMS, email, and other interactions are associated with the final merged contact.
  • Notes and Tasks — Important internal notes and tasks can be moved to the primary record.
  • Opportunities — Opportunities may be associated with the resulting contact so they are not lost.
  • Tags and Custom Fields — Tags and custom field values may be combined according to how your account is configured.

Because merges can significantly alter the data model for that contact, always verify key details before merging and after completion.

Post-Merge Verification in GoHighLevel

After completing a merge, you should verify that everything is correct in GoHighLevel. Use this simple audit process:

  1. Search for the contact by name, email, or phone to confirm there is only one record.
  2. Open the contact profile and check:
  • Primary email and phone number are accurate.
  • All relevant tags are present.
  • Notes, tasks, and opportunities still appear correctly.
  • Recent conversations are visible in the timeline.

If something appears to be missing, check your activity logs or contact history to confirm that the merge was executed as expected.

Best Practices for Managing Duplicates in GoHighLevel

To reduce future duplicates and keep your GoHighLevel CRM clean, follow these best practices:

  • Standardize Data Entry — Train team members to use consistent naming conventions and validation rules.
  • Use Unique Identifiers — Encourage capturing a unique email address or phone number for each contact.
  • Review Imports Carefully — When importing CSV files, verify that mapping and deduplication rules are configured properly.
  • Schedule Regular Data Audits — Periodically review reports to identify and merge new duplicates.
  • Control Access — Limit who can bulk import or manually create contacts to reduce unintentional duplication.

Combining disciplined processes with the native merge tools in GoHighLevel helps you maintain a reliable data foundation for automations and reporting.

Additional GoHighLevel Resources

For more technical details and the latest product-specific instructions, refer to the official GoHighLevel documentation:

If you need expert help implementing CRM processes, automations, or data hygiene strategies around GoHighLevel, you can also visit Consultevo for specialized consulting and support.

By following the structured merge workflow, confirming primary records, and reviewing merged data, you can confidently maintain clean, accurate contact records in GoHighLevel and keep your sales and marketing operations running smoothly.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`