Merge Contact Action | Clixio Changelog

The Merge Contact Action is a dedicated workflow feature that automatically identifies and merges duplicate contacts within your workflows. This eliminates the need for manual cleanup on the contacts page.

Match By Options – Choose how duplicates are identified:

• Email: Matches contacts that share the same email address
• Phone Number: Matches contacts that share the same phone number
• Email and Phone Number: Matches only when both the email and phone number are identical

Smart Merge Logic – The system always retains the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility – Every merge is logged in the Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the criteria used for matching.

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action automatically detects and merges duplicates when the workflow runs.

Duplicate contacts create confusion in your CRM and can result in redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows, keeping your contact list clean, unified, and accurate without any manual effort.