Contact Cleanup helps you quickly merge duplicate contacts and link any that aren't connected to your CRM - making your contact list organized, accurate, and easy to manage.
Duplicate Contacts
If two contacts in Salesmsg share the same phone number, they’re considered duplicates.
You have two options:
Merge them — Choose one as the “main” (primary) contact, and Salesmsg will keep their phone number and details (if filled in).
Keep both — If you’d rather manage them separately, you can do that too.
Unlinked Contacts
When your Salesmsg account is connected to a CRM (like HubSpot), it’s best to keep everything synced. But sometimes, contacts don’t link properly - especially if you created them manually, imported them, or if duplicates exist in either system.
Contact Cleanup helps by:
Suggesting possible CRM matches for each unlinked contact (based on phone number).
Letting you choose a suggested match or search manually for the right CRM contact.
Giving you the option to sync CRM info into Salesmsg.
Allowing you to skip contacts you don’t want to link.
Repeating this for all your unlinked contacts.
If you're using HubSpot, you can also make sure your contacts are tied to the correct phone numbers in both places.
Frequently Asked Questions
What happens to contact details when I merge?
Salesmsg keeps the details from the contact you picked as “primary.” If that contact is missing some info, it fills in the blanks using the second contact’s details.
Need Help? ✋🏻
To reach our support team, please email [email protected].