Best way to merge contacts

There are approximately 25.000 contacts with email addresses in our database, but we have a continuous problem with people using multiple email addresses. For instance, using:

  • john@acme.com
  • john.doe@acme.com
  • john.doe@acme.nl
  • john.doe@mergure.com

Many people (especially very small companies) seem to have many email addresses which are not consistently used, but over time companies re-brand changing their name or are acquired by another company, but old email addresses remain in use.

On competing products such as ActiveCampaign and Odoo we use the de-duplicate function to merge multiple contacts into one. In that case, automations (completed or not) are merged, and some fields are merged. There is always risk of data conflicts, but so far it has never been a problem.

On Brevo, our only solution sofar is to just delete the duplicate and hope they don’t use the duplicate address again. If so, the same automation is started again.

Is there any other practical way to merge contacts in Brevo and reduce duplicates?

5 Likes

Hi @m24 , thanks for posting here!

That’s clear, I clearly get your need. I am not aware of a way to merge contacts, unfortunately, but let me check internally

2 Likes

As Guido shares merge is a stock standard feature across established email marketing platforms. I require this feature on an ongoing basis.

4 Likes

In Brevo, when a user is added with two different emails but the same phone number, I receive an error stating « this phone number is already associated with another contact. Â» I expected the contacts to be automatically merged in such cases. However, there is no merge feature available in Brevo or the Make.com integration tool.

For example, a user initially requests an e-book and then participates in a webinar two months later, using different email addresses but the same phone number. This causes an error in my Make.com integration scenario. I would appreciate any suggestions for resolving this issue.

Ekran Resmi 2024-06-04 14.51.21

3 Likes

bump!

Is there really no feature in Brevo to merge contacts??

Honestly, the more I get to use and setup Brevo for customers, the more I start to feel it’s not the best platform (or at least not finished).

The pricing structure is great, but it doesn’t outweigh the downsides anymore…

5 Likes

Hi all,

When Brevo Phone create automatically a contact from an incoming call (no email address), I can’t merge it quickly with the contact created before, for example with the Woocommerce integration.

We need this function to simply merge without losing the history of interaction with the client.

2 Likes

Any news about this? I find my self needing this all the time as well.

2 Likes

Is there any solution to this? I am starting to get multiple entries for contacts and need to merge them as well.

1 Like

Is this feature on the roadmap? I run an events and community-based business, and there are two scenarios I see quite often:

  1. people register for our events with their personal email address or their work email address.
  2. in Japan where we operate, many international people are doing multiple ventures. The most common one is the combination of their own startup plus their own freelancing/consulting to help with finances.

In both cases, I want to be able to track the history of these contacts as some of them are members of my community.

1 Like

Same here. Looking forward to a solution very much.

As a very partial workaround, I am now using a custom merge script that copies at least the values from a [external] form submission by (obviously) the same user to the primary record. That way at least I know that the prior contact has ALL the attribute values combined. If the issue becomes more prominent over time, I would add a duplicate_of attribute so at least I have a way to not spread the issue further by following up with the same contact on two or more email addresses.

None of this helps sort out automations or the core issue of course.

@Team Brevo: Other things would help improve the situation. Example: The post-DOI pages don’t take URL parameters, as I recall. This prevents follow-up surveys to pre-define the email address, inviting users to submit their feedback on a secondary email address – which they indeed do surprisingly often.