Workflows & Automation

How to Merge Contacts in GoHighLevel Workflows

Name: How To Merge Contacts in HighLevel Workflows
Uploaded: 2026-04-10
Duration: 3 min 6 s
Description: The Merge Contact action in GoHighLevel workflows detects duplicate records automatically and merges the newer one into the older, preserving all historical data on the surviving contact. You choose whether to match duplicates by email address, phone number, or both. After a merge, the workflow branches so you can take different follow-up steps depending on whether a duplicate was found.

The Merge Contact action in GoHighLevel workflows detects duplicate records automatically and merges the newer one into the older, preserving all historical data on the surviving contact. You choose whether to match duplicates by email address, phone number, or both. After a merge, the workflow branches so you can take different follow-up steps depending on whether a duplicate was found.

2026年6月2日に更新

3:06

概要. GoHighLevel's Merge Contact workflow action automates deduplication without manual CRM cleanup. When a contact passes through the action, the system checks for a matching record by email, phone, or both, then merges the newer record into the older one so the history stays intact. The workflow splits into two branches, one for when a duplicate is found and one for when it is not, giving you full control over what happens next in each case.