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New Feature: Preventing high risk duplicate matches in Dedupely

on February 6, 2020

Let’s face it. Modifying your CRM data in large amounts can be a little nerve-wracking. Staying safe should not be a luxury. Today we took some hidden safety features in Dedupely and released it to dashboard. Users now have control over their merge safety settings. How does this help keep my data safe? Setting upper […]

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HubSpot duplicate merging & setting primary emails in Dedupely

on January 30, 2020

Set primary email in HubSpot merge

What are primary emails in HubSpot? Primary emails in HubSpot contacts are used as the default “Send to” addresses. Often you want to make sure the correct primary email is preserved during a merge of two more contacts. Why set a primary email on merges? Using the best HubSpot contact emails ensures the highest possible […]

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Challenge: Changes to custom field types in HubSpot

on January 27, 2020

The tricky issue HubSpot allows their users to change custom field types. Existing non-validating data is not changed until it’s updated. It then fails validation. This caused a problem for Dedupely. The perfect example One perfect example of this was a client that has a custom field called “Custom Owner” which was originally a single […]

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New Feature: Auto Merge recurring scheduler

on January 24, 2020

auto merge recurring scheduler

Auto merging in Dedupely was one-dimensional. Since day one we decided how often the Auto Merge ran, which was around 45 minutes to an hour. There was no way to program when you wanted it to run. Until today… Introducing Auto Merge scheduling Auto Merge scheduling allows you to set how often you want Auto […]

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New Feature: Search in matches and merges

on January 14, 2020

Search in matches and merges

Say you get a list of 500 duplicates you found in Dedupely. You want to make sure that your match settings are working. So you look for a specific duplicate you spotted in your CRM. Looking over 500 duplicates is a huge pain… what a nightmare. Also, same issue when you want to look for […]

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Q&A: How does Dedupely access my HubSpot data?

on December 20, 2019

how does Dedupely access my data?

Dedupely is a HubSpot integration that connects directly to your HubSpot CRM account. There is no need for exporting CSVs, importing or doing any data “round trips”. As such, we need to sync your data with our platform so we have a copy of your records. This allows our system to quickly scan and analyze […]

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Ultimate Salesforce Duplicate Management Guide for Marketers

on December 5, 2019

Ultimate Salesforce Duplicate Management Guide

Note: At the time of writing this we are still in process of being accepted into AppExchange. This post jumps ahead to show you what can be done with Dedupely. Duplicates in Salesforce prove to be a challenge resulting in costly issues. In this guide I’ll cover key aspects of duplicate issues. Then I’ll cover […]

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Dedupely Merge Rules Updates

on September 11, 2019

Hello all! We’ve just updated the Merge Rules with some new filters that a few of you have been asking for. A few new filters for Merge Rules: for blank / non-blank values for keeping proper name case, uppercase or lowercase (depending on your preference) Let’s go over quickly how these work and why you’d […]

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6 Ways to Make Your Sales Team More Productive

on August 26, 2019

Your sales team drives revenue, which is the key to growing your business. Therefore, you need them operating at the highest level possible. And in the words of the legendary business expert Peter Drucker: “The productivity of work is not the responsibility of the worker but of the manager.”  So if you are a business […]

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