Merge with confidence

Merge with confidence

Dedupely gives you full control over how, when, and why records are merged. Here’s exactly what happens at every step.

Before you merge:
Test everything. Preview everything.

No records are merged unless you review and confirm them. Dedupely gives you a preview environment that acts like a sandbox:

• You preview potential matches before doing anything permanent
• You see exactly why records matched (e.g., email, name, domain logic)
• You define your rules using fuzzy, exact, or advanced filters
• You can run a test on a small batch before scaling logic

When you merge:
Your logic, not ours.

Clicking merge only runs the logic you configured. Nothing more.

• Only records that match your exact conditions will merge
• Field-level behavior is respected: you define what stays, what moves, and what wins
• CRM logic is preserved (no overrides to lifecycle stages, custom objects, or field mappings)
• Automation is optional, never default. And mirrors your settings exactly

After you merge:
Full transparency. No surprises.

You’re still in control after the merge.

• Audit trails show what was merged and why
• Update your rules and re-run your logic any time
• Unlimited customer service if you need help

What Dedupely doesn’t do, by design

We don’t try to be everything. We just do merging correctly, transparently, and within the limits you set.

• No auto-merging by default
• No override of CRM rules or custom structures
• No formatting, enrichment, or changes to unrelated fields
• No guessing which record “wins”. You define it
• No automation unless you’ve reviewed and approved it
• No interference with pipeline stages, deals, or relationships
• No permanent changes without visibility and review 

Want to use auto-merge? You can.

Automation is available, but never automatic.  Just set the logic, preview the outcomes, and enable it when you’re confident. Every auto-merge follows the same rules you tested manually.

How merging works across CRMs

Dedupely mirrors your CRM’s behavior. If you're using HubSpot, Salesforce, or Pipedrive, the process will feel familiar.

But even if you're not 100% sure yet:

• You can preview every match before merging
• You can start with a small batch
• You can get help whenever you need it, unlimited customer service is included

How does your CRM handle merges?

→ HubSpot

→ Salesforce‍

→ Pipedrive

Try Dedupely free for 7 days :)

Start your free trial!‍

No surprises. Just logic-first merging with full visibility, full control, and no guesswork, plus unlimited customer service to help you set up your rules, logic, and CRM exactly how you need.