Safe Merge protects your HubSpot CRM by automatically snapshotting every contact, company, and deal on a schedule. If a bad merge happens, one-click undo restores the original records with 100% accuracy. Here's how it works.
Install Safe Merge from the HubSpot Marketplace. It takes 30 seconds. Approve the OAuth permissions and your Free plan starts immediately with up to 2,000 records, monthly snapshots, and 3 unmerges per month.
No credit card required. Upgrade anytime from your account dashboard.
Safe Merge automatically scans and snapshots your records on a regular schedule — monthly on Free, weekly on Starter/Growth, daily on Pro/Enterprise. Every property and association is captured for each contact, company, and deal.
Snapshots are stored securely and retained for 7 to 365 days depending on your plan. You can view snapshot history in your account dashboard.
During each scan, Safe Merge's 3-stage engine finds duplicates across your CRM:
Duplicates are flagged for review so you can merge them safely — always with undo protection.
Merge your duplicates with confidence. Because Safe Merge captured the pre-merge state in a snapshot, any merge can be reversed with one click and 100% accuracy. No AI reconstruction needed — just a clean restore from the snapshot.
Free plan includes 3 unmerges/month. All paid plans include unlimited snapshot unmerges. Chain merges (A→B→C) are fully supported.
If the merge already happened and you don't have a pre-merge snapshot, Emergency Unmerge can reconstruct and separate the records using property history analysis. Paid Safe Merge subscribers get Emergency Unmerge operations included monthly (10 on Starter, 25 on Growth, 50 on Pro, unlimited on Enterprise).