The Merge Contact action helps you identify duplicate contacts and merges the newer contact record into the oldest existing record.
Head to the Automation > Workflows section in your account, then select an existing workflow or create a new one to begin.
To begin, add the Merge Contact action at the appropriate point within your workflow.
Update the action name to reflect its purpose if needed.
Select how you want the system to identify the duplicate contacts; you can choose between email, phone number, or both.
Once you have added all the relevant fields, save the action to add it to the workflow.
This lets you automate the search for specific contacts based on your chosen value and keep your contact list correctly updated, even if you currently allow duplicate contacts in your account.