Zoho CRM Duplicate Records: How to Find and Merge
Quick answer
Use the Deduplicate option from the ellipsis menu in Leads or Contacts to find and merge duplicates, choosing field values for the master record.
Most likely fix: Deduplicate
How to fix it
Try these in order — the most common fix is first.
1. Deduplicate
- Open Leads or Contacts and click the ellipsis icon
- Select Deduplicate and choose the matching criteria
- Pick which field values go on the master record
- Merge is limited to 3 records at a time
Did this fix it?2. Prevent future duplicates
- Choose a duplicate-handling option (skip or overwrite) during import
Did this fix it?
Symptoms
Imports or syncs created duplicate leads and contacts.
Why it happens
- Imports without duplicate checks
- Multiple lead sources creating the same person
This guide also covers
- zoho crm duplicate records
- zoho crm merge duplicates
- zoho crm deduplicate
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