Safe Merge recovers merges and deletes HubSpot itself calls permanent, and backs up your CRM with automated snapshots of every contact, company, and deal so you stay protected going forward. For merges done through Safe Merge, one-click undo restores the captured snapshot. For merges and deletes done in HubSpot itself, Safe Merge rebuilds the absorbed record and clears survivor contamination. 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. You can also limit snapshots to specific HubSpot segments to focus protection on your most important records and stay under your plan's record limit.
Snapshots are stored securely and retained for 7 to 365 days depending on your plan. You can view snapshot history in your account dashboard.
A 3-stage duplicate detection engine is rolling out. When live, it will find duplicates across your CRM in three stages:
Duplicates will be 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, merges done through Safe Merge can be reversed with one click. No reconstruction needed, just a full restore of every property and association captured in your pre-merge snapshot. For merges and deletes done in HubSpot itself, Safe Merge rebuilds the absorbed record and clears survivor contamination, including associations and marketing-email history.
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).