Frequently Asked Questions

CRM backup and recovery means your HubSpot records are automatically snapshotted on a schedule. If a merge done through Safe Merge goes wrong, you can undo it with one click and get a full restore of every property and association captured in your pre-merge snapshot. There is also recovery for merges and deletes done in HubSpot itself, which rebuilds the absorbed record and clears survivor contamination. For app-based merges, no reconstruction is needed, just a clean restore from the snapshot. Safe Merge provides automated backup and recovery for contacts, companies, and deals. Think of it as standing insurance for your CRM data.

Install Safe Merge from the HubSpot Marketplace. It takes 30 seconds. Your Free plan starts immediately with up to 2,000 records, monthly snapshots, and 3 unmerges per month. No credit card required. See our Setup Guide for step-by-step instructions.

Yes. Safe Merge gives you one-click undo for merges done through Safe Merge, plus recovery for merges and deletes done in HubSpot itself. If a record was snapshotted before the merge, undo restores the original record from the pre-merge snapshot, giving you a full restore of every property and association captured. For merges and deletes done in HubSpot, recovery rebuilds the absorbed record and clears survivor contamination. Free plan users get 3 unmerges per month. All paid plans include unlimited snapshot unmerges.

Safe Merge supports contacts, companies, and deals in HubSpot. All three record types are covered by automated snapshots and one-click undo, with duplicate detection rolling out.

Safe Merge captures snapshots on a schedule (monthly, weekly, or daily depending on your plan) and records a complete snapshot of every record's properties and associations, including association labels and engagement IDs. These snapshots are stored securely and used to provide instant unmerges that restore the captured snapshot if a bad merge happens. Snapshots are retained for 7 to 365 days depending on your plan.

A 3-stage duplicate detection pipeline is rolling out. 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 with live web search verification. This is designed to reduce false positives and catch duplicates that simple matching would miss.

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.

Free: $0/mo (up to 2,000 records). Starter: $29/mo (up to 10,000 records). Growth: $79/mo (up to 50,000 records). Pro: $179/mo (up to 250,000 records). Enterprise: $349/mo (up to 1,000,000 records). Save up to 29% with annual billing. See full pricing details.

Yes. All paid Safe Merge plans include Emergency Unmerge operations each month (10 on Starter, 25 on Growth, 50 on Pro, unlimited on Enterprise). Emergency Unmerge is our sister product that reconstructs records after a merge, even without a pre-merge snapshot. Paid Safe Merge subscribers get this at no additional cost, no credits needed.

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.

Subscription charges appear on your card statement as "Services - Third Space" or "SERVICES - THIRD SPACE". Third Space, LLC is the company behind Safe Merge.

Yes. Safe Merge uses HubSpot's OAuth security model and only requests the scopes needed. Data is encrypted in transit. The database runs on infrastructure with disk-level encryption, and application-layer encryption of snapshot contents is being rolled out. OAuth tokens are encrypted at the application layer today. 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.