Automated Nightly Snapshots

Safe Merge automatically snapshots every contact, company, and deal on a configurable schedule. Choose your frequency, timezone, and preferred hour. Snapshots capture all properties, associations, and engagement history so you always have a complete backup before any merge happens.

One-Click Unmerge

Made a bad merge? Safe Merge restores the original record with 100% data fidelity from pre-merge snapshots. Properties, associations, and engagement counts are all preserved exactly as they were. No AI reconstruction or guesswork needed. Works for contacts, companies, and deals.

Intelligent Duplicate Detection

A three-stage engine finds duplicates across your entire portal. Stage one matches on email, phone, and domain. Stage two uses fuzzy matching with name similarity and nickname recognition. Stage three applies AI scoring for ambiguous pairs. Review, merge, or dismiss pairs directly from the dashboard.

HubSpot CRM Cards

See merge status, insurance badges, and snapshot availability directly on every record in HubSpot. The sidebar card shows protection status at a glance. The tab card lets you preview snapshots, compare properties side by side, and execute an unmerge without leaving the CRM.

Bulk Merge Audit

Scan an entire HubSpot list or upload a CSV to identify bad merges across your portal. Review scan results with confidence scores, then undo multiple merges in a single batch operation. Perfect for cleaning up after bulk imports or automated workflows that merged records incorrectly.

Workflow Action for Safe Merge Snapshots

Add "Take Safe Merge Snapshot" as an action in any HubSpot workflow. Capture a snapshot at critical moments before automated merges, imports, or data enrichment runs. The action returns status, snapshot confirmation, and a message you can use in downstream workflow logic.