Merge with Confidence.
Undo with One Click.
Safe Merge automatically snapshots your HubSpot records and gives you one-click undo for any merge. Contacts, companies, and deals. 100% accurate rollback from pre-merge snapshots.
Free plan included · Up to 2,000 records · No credit card required
Need hands-on help? Our team handles complex bulk unmerges, data migrations, and CRM cleanup projects your team shouldn't have to figure out alone.
How It Works
Four Steps to Merge Insurance
Install
Install Safe Merge from the HubSpot Marketplace. Takes 30 seconds. Free plan starts immediately.
Auto-Snapshot
Safe Merge automatically scans and snapshots your records on a regular schedule. Every property and association is captured.
Monitor Changes
Track every change to your records. Safe Merge captures the full state of your CRM so you always have a complete audit trail.
Safe Merge with Undo
Merge your duplicates with confidence. If anything goes wrong, one-click undo restores the original records with 100% accuracy.
Features
Everything You Need for Safe Merging
Automated Nightly Snapshots
Every record in your CRM is automatically snapshotted on schedule. Properties, associations, and metadata are all captured. Never lose data to a bad merge again.
One-Click Undo
Merged the wrong records? One click restores them from the pre-merge snapshot, 100% accurate. No guesswork. The original data is right there.
Complete Audit Trail
Every merge is tracked with full before-and-after snapshots. Know exactly what changed, when, and by whom. Complete transparency for your CRM operations.
Workflow Protection
Safe Merge integrates with HubSpot workflows to automatically snapshot records before they enter merge-prone processes. Protection on autopilot.
Chain Merge Support
Records merged multiple times? Safe Merge tracks the full chain. Undo any or all merges in the sequence, no matter how complex the history.
All Record Types
Full support for contacts, companies, and deals. Every record type gets the same automated snapshots and undo protection.
Segment-Based Snapshots
Only snapshot the records that matter. Pick specific HubSpot lists or segments per object type to stay under your record limit and focus protection on your most important data.
Pricing
Plans for Every CRM Size
Start free with up to 2,000 records. Scale as you grow. All paid plans include unlimited snapshot unmerges and Emergency Unmerge operations included monthly.
Free
Get started with merge insurance on a small CRM.
- ✓ Up to 2,000 records
- ✓ 3 unmerges/month
- ✓ 7-day retention
- ✓ Monthly scans
- ✓ Automated nightly snapshots
Starter
For growing teams that need reliable merge protection.
- ✓ Up to 10,000 records
- ✓ Unlimited unmerges
- ✓ 30-day retention
- ✓ Weekly scans
- ✓ Automated nightly snapshots
- ✓ 10 EU operations/month included
Growth
Advanced merge protection for mid-size CRMs, with priority support included.
- ✓ Up to 50,000 records
- ✓ Unlimited unmerges
- ✓ 90-day retention
- ✓ Weekly scans
- ✓ Segment-based snapshots
- ✓ 25 EU operations/month included
Pro
Daily scans and extended retention for large CRMs.
- ✓ Up to 250,000 records
- ✓ Unlimited unmerges
- ✓ 180-day retention
- ✓ Daily scans
- ✓ Segment-based snapshots
- ✓ 50 EU operations/month included
Enterprise
Maximum protection for enterprise-scale CRMs.
- ✓ Up to 1,000,000 records
- ✓ Unlimited unmerges
- ✓ 365-day retention
- ✓ Daily scans
- ✓ Segment-based snapshots
- ✓ Unlimited EU operations included
All paid plans include unlimited snapshot unmerges and Emergency Unmerge operations included monthly. Annual billing saves up to 29%. Cancel anytime.
Already Merged Wrong Records?
Emergency Unmerge reconstructs and separates records after a bad merge, even without pre-merge snapshots. Advanced analysis of property history, timestamps, and associations.
Paid Safe Merge subscribers get Emergency Unmerge operations included - up to 50/month on Pro, unlimited on Enterprise. Additional operations available at standard credit rates.
FAQ
Frequently Asked Questions
What is merge insurance? +
Merge insurance means your HubSpot records are automatically snapshotted on a regular schedule. If a merge goes wrong, you can undo it with one click and 100% accuracy because the original data was captured before the merge happened. No reconstruction needed, just a clean restore from the snapshot. Safe Merge provides automated merge insurance for contacts, companies, and deals.
How do automated snapshots work? +
Safe Merge scans your HubSpot CRM on a regular schedule (monthly, weekly, or daily depending on your plan) and captures a complete snapshot of every record's properties and associations. These snapshots are stored securely and used to provide instant, 100% accurate unmerges if a bad merge happens. Snapshots are retained for 7 to 365 days depending on your plan.
Can I undo a merge? +
Yes. If a record was snapshotted before the merge, Safe Merge can undo it with one click and 100% accuracy. The system restores the original record from the pre-merge snapshot, including all properties and associations. Free plan users get 3 unmerges per month. All paid plans include unlimited unmerges.
What is duplicate detection? +
Safe Merge includes a 3-stage duplicate detection engine that runs during every snapshot scan. Stage 1 (deterministic) matches on exact email, phone, and domain. Stage 2 (fuzzy) uses name similarity and other heuristics. Stage 3 (advanced matching with web verification, Growth plans and above) evaluates ambiguous pairs and verifies company matches with live web search. Duplicates are flagged for review so you can merge them safely with undo protection.
Do paid plans include Emergency Unmerge? +
Yes. All paid Safe Merge plans include Emergency Unmerge operations monthly: 10 on Starter, 25 on Growth, 50 on Pro, unlimited on Enterprise. Additional operations are available at standard credit rates. Emergency Unmerge is our sister product that reconstructs records after a merge, even without a pre-merge snapshot.
How often are snapshots taken? +
Snapshot frequency depends on your plan. Free: monthly scans. Starter and Growth: weekly scans. Pro and Enterprise: daily scans. Each scan captures the current state of all your records within your plan's record limit.
What happens when my plan expires? +
If your plan expires or you downgrade to Free, your existing snapshots remain available for the retention period of your previous plan. New scans follow the Free plan schedule (monthly). You can still perform up to 3 unmerges per month. Upgrading again restores full access immediately.
What record types are supported? +
Safe Merge supports contacts, companies, and deals in HubSpot. All three record types are covered by automated snapshots, duplicate detection, and one-click undo.
How does duplicate detection work? +
Safe Merge uses a 3-stage pipeline. Stage 1 finds exact matches on email, phone, and domain. Stage 2 applies fuzzy matching on names and other fields. Stage 3 (Growth plans and above) uses advanced matching to evaluate ambiguous pairs that the first two stages flagged as uncertain, and verifies company matches with live web search data. This eliminates false positives and catches duplicates that simple matching would miss.
Is my data safe? +
Yes. Safe Merge uses HubSpot's OAuth security model and only requests the scopes needed to perform snapshots and duplicate detection. Snapshot data is encrypted at rest and in transit. Duplicate detection uses Anthropic's Claude, which does not use your data for training. We never store your full CRM data beyond the snapshot retention period of your plan. See our Privacy Policy and DPA for details.
What is the difference between Safe Merge and Emergency Unmerge? +
Safe Merge is proactive merge insurance: it snapshots your records before merges happen and detects duplicates so you can merge safely. Emergency Unmerge is reactive merge recovery: it reconstructs records after a bad merge has already occurred, even without snapshots. Think of Safe Merge as insurance and Emergency Unmerge as emergency surgery. Paid Safe Merge plans include Emergency Unmerge operations (10-50/month, unlimited on Enterprise). Visit emergencyunmerge.com to learn more.
How does chain merge support work? +
If a record was merged multiple times (e.g., Record A merged into B, then B merged into C), Safe Merge tracks the full chain. When you undo, you can separate any or all records in the chain. The snapshot captures the state at each point, so even complex merge histories can be fully reversed.
What will the charge look like on my credit card statement? +
Subscription charges will appear on your card statement as "Services - Third Space" or "SERVICES - THIRD SPACE". Third Space, LLC is the company behind Safe Merge. If you see this charge and don't recognize it, check your Safe Merge account at safemerge.app/account.