Safe Merge is merge insurance for your HubSpot CRM.

Every time a record is merged in HubSpot, data can be permanently lost. Safe Merge protects your contacts, companies, and deals with automated nightly snapshots so you can undo any bad merge with one click and 100% data fidelity.

The Problem HubSpot merges are irreversible. When two records are merged, properties are overwritten, associations can be lost, and there is no native way to undo the change. One wrong merge by a sales rep, a bulk import gone wrong, or a workflow automation error can cause hours of manual cleanup or permanent data loss.

The Solution Safe Merge automatically snapshots every contact, company, and deal on a nightly schedule. If a merge goes wrong, you can restore the original record with all its properties, associations, and engagement history intact. No AI reconstruction, no guesswork, just exact pre-merge data restored in one click.

Key Features

• Automated Nightly Snapshots - Continuously backs up contacts, companies, and deals on a configurable schedule. Choose your frequency, timezone, and preferred snapshot hour.

• One-Click Unmerge - Restore any bad merge instantly with 100% data fidelity from pre-merge snapshots. Properties, associations, and engagement counts are all preserved.

• Intelligent Duplicate Detection - Three-stage engine finds duplicates automatically: exact matching on email, phone, and domain; fuzzy matching with name similarity and nickname recognition; and AI-powered scoring for ambiguous pairs.

• HubSpot CRM Cards - Sidebar and tab cards show merge status, insurance badges, and snapshot availability directly on every contact, company, and deal record.

• Bulk Merge Audit - Scan entire HubSpot lists or CSV uploads to identify bad merges across your portal. Review and undo multiple merges in a single batch operation.

• Workflow Action - Add "Take Safe Merge Snapshot" as a workflow action to capture snapshots at critical moments before automated merges or imports run.

• Segment Filters - Limit snapshots to specific HubSpot lists per object type so you only protect the records that matter most.

• Emergency Unmerge Included - Every paid plan includes complimentary Emergency Unmerge operations for records that were merged before Safe Merge was installed.

Who Is It For

RevOps teams, CRM administrators, sales operations managers, and anyone responsible for HubSpot data quality. Safe Merge is especially valuable for teams with multiple users merging records, high-volume imports, or workflow automations that trigger merges.

Plans

Free plan available with up to 2,000 records and 7-day snapshot retention. Paid plans from Starter to Enterprise support up to 1,000,000 records with up to 365-day retention, daily scanning, and unlimited unmerges.