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