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Find and merge duplicate contacts and companies

Detect duplicate contacts and companies, then merge each pair into one clean record: choose field by field which value survives, see how many linked contacts and deals move over, and undo the merge if you got it wrong.

Publié
Lecture
3 min de lecture

Every CRM accumulates duplicates. The same person imported twice, one from a CSV and one from a reply. The same company spelled two ways. Left alone, duplicates quietly split a relationship's history in half, some emails on one record and some deals on the other, until neither record tells the whole truth. FirstSales now finds those duplicates and lets you merge them back into one, carefully and reversibly.

What changed

FirstSales now detects likely duplicates on its own, contacts that share an email address and companies that look like the same organization, and surfaces them as groups for you to review. Nothing merges automatically. You stay in control of every decision.

When you merge, you make two choices. First, which record survives, the one everything consolidates onto. Second, for each field where the two records disagree, which value wins. Keep one company's phone number but the other's website. Keep one contact's title but the other's spelling of their name. The merge preview lays the competing values side by side and flags exactly where they conflict, so you're never guessing what you're about to overwrite.

Before you confirm, the preview also tells you the blast radius in plain numbers: how many linked contacts and deals will re-attach to the surviving record. That's the count that matters. Merging two companies isn't really about the two rows, it's about the dozens of people and opportunities hanging off them, and now you can see that move before it happens.

After a company merge, the merged-away company disappears from the list and no longer opens its own page. Everything now lives on the survivor. And if you realize it was a mistake, undo restores the original records, including the per-field choices you made. If you ever try to merge into a company that was already merged away, you get a clear message instead of a confusing failure.

How to use it

  1. Open Companies (or Contacts) from the left sidebar.
  2. Open the duplicates view. For companies, that's the Duplicate companies dialog, showing the groups FirstSales detected. If there are none, it says so plainly.
  3. Pick a group and start a merge. Choose which record survives.
  4. Review the preview: check the flagged field conflicts, and note how many contacts and deals will move to the survivor.
  5. For each conflicting field, choose which value to keep.
  6. Confirm. The merged-away record folds into the survivor.
  7. Changed your mind? Use Undo to restore both records.

Why it matters

Duplicates aren't just untidy, they actively mislead. A rep looks at a contact, sees three emails and no deals, and assumes the relationship is cold, when the deals were all on the duplicate record they didn't open. A forecast double-counts a company because it exists twice. Merging fixes the data, but doing it safely is the hard part, which is why the emphasis here is on showing you everything before you commit and letting you take it back after.

The per-field survivor choice matters more than it sounds. Most merge tools force you to pick a winning record wholesale and lose whatever was better on the other one. Choosing field by field means the merged record is better than either original, the best phone number, the best title, the best everything, instead of a compromise.

This is part of the Companies and Deals CRM, works hand in hand with the Contact 360 and Deal 360 pages where merged history shows up, and respects the typed custom fields you've defined when it decides which values conflict.

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Installer avec l'IA

Votre agent de code installe la CLI et les skills FirstSales pour vous.

Prompt pour Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗