How To Merge Deals In Pipedrive
- George Apostolov
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How To Merge Deals In Pipedrive: step-by-step guide
Open the Deals tab from the left sidebar menu.
Locate the deal you wish to merge. Usually this is done for duplicates.
Click on the deal you wish to merge with to open the detailed view.
Click on the three dotted icon for more options at the top right.
Select Merge.
Use the search bar to look for the deal you wish to merge with the current one.
Click on the appropriate result to select it.
Verify the differences and pick the data you wish to keep in cases of conflict.
Click on Preview.
Verify the new merged preview and click on Merge to confirm.
Your deals have been merged into one.
Quick answer: To combine deals in Pipedrive, open the Deals tab, select a deal to open its detailed view, and click the three dotted icon to choose Merge. Search for the duplicate deal, select it, resolve any data conflicts, and click Preview. Finally, verify the preview and click Merge to complete the process.
About this Pipedrive tutorial
Combine duplicate deals in Pipedrive by selecting the merge option, choosing the target deal, resolving conflicts, and previewing the result. This guide shows how to merge Deals In Pipedrive in 11 steps, starting with "Open the Deals tab from the left sidebar menu" and finishing with "Your deals have been merged into one". The interactive demo above is a click-through copy of the real Pipedrive interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to merge Deals In Pipedrive?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Pipedrive data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Pipedrive. Related guides: How to Add the Pipedrive Power-Up to Trello, How to Push Pipedrive Deal Data to Google Sheets Reporting Through Zapier and How to Sync Pipedrive Contacts with Mailchimp Audiences using Zapier. Last reviewed 05 Oct 2026.
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