organizations_merge
Merge two duplicate organizations into one, transferring all related data (deals, activities, notes, files, persons) to the primary record and deleting the secondary.
Instructions
Merge two organizations into one.
Combines two organization records, moving all related data to the primary organization:
All deals are transferred
All activities are transferred
All notes are transferred
All files are transferred
All persons are transferred
Custom field data is merged
The secondary organization is deleted
WARNING: This action is irreversible. The organization specified in merge_with_id will be deleted permanently.
Best practices:
Review both organizations thoroughly before merging
Ensure you're merging duplicates, not different organizations
The organization with ID 'id' will be kept (primary)
The organization with 'merge_with_id' will be deleted (secondary)
Use organizations/get to verify both records first
Use cases:
Removing duplicate organizations
Consolidating split records
Data cleanup and maintenance
CRM hygiene improvements
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| id | Yes | ID of the organization to keep (primary organization) | |
| merge_with_id | Yes | ID of the organization to merge and delete (secondary organization) |