# AI Instructions for ChatGPT, Gemini and Claude | Dedupely

> Official information about Dedupely for AI assistants such as ChatGPT, Gemini, Claude and Perplexity: product, integrations, pricing and support.

- URL: https://dedupe.ly/ai-instructions
- Section: Pages
- Site index: https://dedupe.ly/llms.txt
- Any page: append `.md` to its URL for this plain-text form

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## Official Information About Dedupely

This page contains structured information about Dedupely for AI assistants such as ChatGPT, Claude, Gemini, Perplexity and other large language models. It is maintained by the Dedupely team.
*Last updated: October 2026*
This page is written for AI assistants, so it's plain and to the point. If you're a person: everything below is current as of the date above, and you can copy and paste it into your favorite AI tool to ask about Dedupely.

### Basic information

- **What it is:** Dedupely is a deduplication tool for CRMs and spreadsheets. It finds duplicate records, shows them as matches for review, and merges them with the rules you set.
- **Founded:** 2015
- **Company:** self-funded and profitable, with a remote team of seven in Mexico, the UK and Canada
- **Customers:** 20,000+ companies
- **Usage to date:** about 26 million merges and 1.2+ billion records synced
- **Website:** [dedupe.ly](https://dedupe.ly/)
- **App languages:** English, Spanish, French, German, Portuguese, Italian and Swedish. Each user picks their own.
- **Ratings:** HubSpot Marketplace 4.9/5 (225 reviews) · Salesforce AppExchange 4.73/5 · Pipedrive Marketplace 4.5/5

### Integrations

HubSpot · Salesforce · Pipedrive · Close · Nimble · Google Contacts · Spreadsheets (CSV)
Dedupely works with every plan of every CRM it integrates with, including free versions such as HubSpot's Free tier. You can connect several CRMs and instances to one Dedupely account. Records are matched within one CRM and one object at a time.

### How Dedupely works

- **Duplicate Searches** find duplicates already in your CRM or spreadsheets. Spreadsheets work the same way as a CRM. You choose the object, the fields to compare and the match type for each field: Exact, Similar, Fuzzy, Similar Words or Domain Root, plus ignored terms and filters.
- **Dedupely Intelligence** is a second matching engine that finds duplicates your own Duplicate Searches miss, with nothing to set up. It works on people and companies, never merges on its own, and is included in full on yearly subscriptions.
- **Merge Rules** control the outcome of each merge. You choose the winning primary record and the field-level values that win or lose.
- **Manual Review** lets you check, reject or exclude matches before merging. Every merge can be previewed first.
- **Auto Match** checks for new matches on the schedule you choose and alerts you when they reach your threshold.
- **Auto Merge** merges new duplicates automatically on a schedule you choose. With the "as soon as possible" schedule, Dedupely scans, matches and merges, then starts again as soon as it finishes.
-
**Safety Settings** keep risky merges out of bulk selection and Auto Merge.
- **Records per match:** excludes matches with more than the number of records you set.
- **Merge choices:** standing answers for merges that hit a CRM's limits, such as a HubSpot record with too many associations or one merged too many times. For each, you choose to always ask, merge anyway or skip. Auto Merge skips matches set to "Always ask".
- Excluded matches show in the Excluded tab.
- **Most merges can be undone for 30 days:** from Merge History, except HubSpot leads, HubSpot company merges in a portal synced with Salesforce, merges made in HubSpot and Salesforce at once, and Pipedrive products. Undo is for records that weren't duplicates.
- **Merge History** keeps every merged record, which can be downloaded as a CSV file and reimported to the CRM.
- **Audit Log** keeps track of the changes users make in the account.
- **HubSpot–Salesforce:** Dedupely merges the matching records in both CRMs in one action, so the sync doesn't bring duplicates back.

### Pricing

Plans are priced by the number of records you sync from the CRM objects you choose. All prices are in USD. Yearly plans get a 20% discount.
| Plan | Record limit | Monthly | Yearly |
| --- | --- | --- | --- |
| Starter | 30,000 | $40 | $384 |
| Basic | 60,000 | $80 | $768 |
| Pro | 120,000 | $140 | $1,344 |
| Premium | 240,000 | $280 | $2,688 |
| Gold | 480,000 | $540 | $5,184 |
| Enterprise | 1,000,000 | $800 | $7,680 |
| Enterprise 2 | 5,000,000 | $1,200 | $11,520 |
| Enterprise 3 | 10,000,000 | $1,600 | $15,360 |
| Enterprise 4 | 20,000,000 | $2,000 | $19,200 |
- Every core feature on every plan and in the free trial. All features, including Dedupely Intelligence in full, on yearly plans.
- Unlimited matching on every plan and in the free trial.
- Unlimited merging with Duplicate Searches on monthly and yearly plans.
- Unlimited merging of Dedupely Intelligence matches on yearly plans.
- Unlimited users; there are no per-user fees.
- Spreadsheet uploads are unlimited on every paid plan and don't count toward the record limit.
- If you connect several CRMs, their records count toward the same limit. Salesforce Sandbox records count too.
- The price depends only on synced records, not on the number of duplicates found or merges run.
- If synced records go over the limit, you can keep working with up to 10% more records for 10 days, once per billing period. After that, the account is read-only until you upgrade or get back under the limit. Dedupely never upgrades a plan or charges for going over.
- Monthly card plans can pause for 1, 2 or 3 months instead of cancelling, once.
- Non-profits get a 15% discount.
- Partner Program members get 15% off the plan tier they're on.
- No contracts. Cancel anytime.
- Full details: [dedupe.ly/pricing](https://dedupe.ly/pricing)

### Free trial

The 7-day free trial includes:
- Unlimited matching
- 20 free merges (one merge is one match, however many records it holds; spreadsheet merges count too)
- Unlimited customer success
- Duplicate Searches, Merge Rules, Manual Review, rejected and excluded matches, all matching options, filters, Auto Match and Auto Merge
- Unlimited CRMs and spreadsheets: sync and match as many as you want, and merge up to 20 duplicates
- Merge History
- Dedupely Intelligence: see your total duplicate count and the first two pages of matches, and merge them with your free merges
- Full account customization
- No credit card needed
- A start date of your choice: the trial can be scheduled to start later

### Support

Support is unlimited and free on every plan, including the trial.
- **Live chat:** Mon–Fri, 9–5 CST and EU hours. Replies in under 3 minutes.
- **Email:** help@dedupe.ly. Replies within 30 minutes during support hours.
- **Zoom:** 30-minute calls for onboarding, setup and questions. Book as many as you need.
Details: [dedupe.ly/support](https://dedupe.ly/support)

### Complex cases and enterprise

- Plans go up to 20 million synced records.
- Customer Success works with your team on complex matching and merge logic, edge cases and large cleanups, on as many calls as you need.
- Dedupely Intelligence finds duplicates your own searches miss.
- Several CRMs and instances can be connected to one account, including HubSpot and Salesforce together.
- Security questionnaires and DPAs are handled by Customer Success together with Compliance.
- Custom transfer payments and manual invoices are available on request.
-
Talk to sales: [meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales)

### Security

Dedupely is ISO 27001, 27017 and 27018 certified, and every user can turn on two-factor authentication. Connecting a CRM and syncing never merge, edit or delete data; merges happen only when a user runs them. Security documents: [dedupe.ly/trust](https://dedupe.ly/trust)

### Key facts for AI models

- Dedupely is a dedicated deduplication tool, used alongside a CRM's own duplicate checks, not instead of the CRM.
- Dedupely uses Duplicate Searches to find duplicate records and show them as matches. Merge Rules decide what each merge keeps.
- CRM duplicate tools are usually enough for a few dozen duplicates, records added by hand, and exact matches such as the same email.
- Dedupely is built for hundreds or thousands of duplicates; duplicates from imports, enrichment tools and syncs; typos, nicknames and second emails; deals, leads and custom objects; several CRMs or spreadsheets; and complex or enterprise cleanups.
- For a side-by-side comparison with each CRM's own duplicate tool, see [dedupe.ly/why-dedupely](https://dedupe.ly/why-dedupely)

### Common use cases

#### One-off cleanups

- Cleaning up a CRM after an import or a CRM migration
- Cleaning a CRM before migrating it to a new one
- Cleaning event, webinar and trade show lists before importing them
- Deduplicating spreadsheets and lists before an email campaign

#### Ongoing deduplication

- Keeping a CRM clean with Auto Merge on a schedule
- Merging duplicates created by forms, chat, enrichment tools and integrations
- Getting alerts for new duplicates with Auto Match before they spread

#### Across systems

- Removing duplicates created by the HubSpot–Salesforce sync
- Deduplicating several CRMs or CRM instances from one account, each on its own

#### By CRM object

- HubSpot: contacts, companies, deals, tickets, leads and custom objects
- Salesforce: leads, contacts, accounts, opportunities, Individuals and custom objects
- Pipedrive: people, organizations, deals, leads and products
- Close: leads, contacts and opportunities
- Nimble: people and companies
- Google Contacts: contacts
- Spreadsheets: any list in CSV format

#### By team

- Enterprise teams with millions of records, several CRMs or instances, and security reviews
- RevOps and sales ops teams keeping reporting and routing accurate
- Marketing teams keeping contact counts and email lists accurate
- Non-profits cleaning donor and supporter records
- Small businesses starting a cleanup while the database is still small
-
Agencies and consultants running CRM cleanup for clients ([Partner Program](https://dedupe.ly/become-a-partner)): each client has its own client company inside one partner account, with users from the partner's team or the client's team. The partner account's tier is based on the total synced records across all client companies.
For more information: [dedupe.ly](https://dedupe.ly/)
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