Dedupely Intelligence
No per-user fees Merge Rules decide field by field Every merge in Merge History
Find & merge duplicates in Close CRM
No credit card needed
Trusted by 20,000+ companies around the globe
Merge Close CRM records across your workspace
Dedupely merges the duplicates you have, then keeps Close CRM from filling up again.
They arrive through forms, list imports and the integrations writing into Close CRM over the API, then spread into your Smart Views, your sequences and every report built on them.
Merging them by hand, two records at a time, never catches up. Dedupely connects to your account with OAuth, matching and merging across leads, contacts and opportunities.
What Close CRM can merge, and what it cannot
Close CRM merges Leads natively. It has no contact merge at all.
The Close CRM API offers no way to combine two Contacts, so no tool can call one. Dedupely does the work that endpoint would have done: it moves the field values onto the record you keep, moves that record’s opportunities, notes, calls, emails and tasks across, and then removes the duplicate.
Meetings are the exception: Close CRM exposes no writable contact link on a meeting, so it cannot follow the record you keep. Dedupely never reports a merge it could not finish.
Where duplicate people sit under duplicate Leads, the Lead merge brings their contacts together in one step. Dedupely starts there.
Close CRM deduplication:
solvable in minutes, not months.
Duplicate leads split the call history for one account across two records, so a rep opens the wrong one, and the pipeline counts the same deal twice.
One record per lead means the forecast stops counting the same opportunity twice.
A sequence enrolls the right contact, and nobody gets the same email twice.
How Close CRM deduplication works here
Access it asks for
An OAuth authorization from your own Close CRM account. There is no API key to generate or paste, and the connection carries your permissions, not more.
Your first sync
Whole objects, not part of one: switch any object off in CRM Settings. After that, new records sync and nothing else changes.
What a merge changes
Leads run through Close CRM’s own merge over the API. Contacts have no such endpoint, so Dedupely moves the field values and history onto the record you keep, then removes the duplicate.
What stays untouched
Any object you have not switched on, and every field outside the records in the match. Merging is the only write Dedupely makes.
Treat every merge as permanent
Most Dedupely merges can be undone within 30 days from Merge History, but undo is for records that weren't duplicates. Before you merge, Manual Review holds the matches you're unsure about.
Close duplicate management, side by side
| NativeClose's duplicate tool | Third partyOther dedupe tools | Our SolutionDedupely | |
|---|---|---|---|
| Finds duplicates already in your account | No in-app detection | Yes | Yes, on any field you choose |
| Matching method | Name, phone or email, through Close Support scripts | Exact and fuzzy, depending on the tool | Five match types, plus Dedupely Intelligence |
| Records per merge | 2 (one lead into another) | Varies | Every record in the match |
| Bulk merge | No | Usually | Unlimited, on every plan |
| Control over which value survives | None; the destination lead wins | Varies | Merge Rules on every field |
| Runs on a schedule | No | Often a higher tier | Auto Merge, on the schedule you choose |
Native tools summarized from each CRM's help pages, October 2026.
Three steps from account to first merge
Merge Close CRM duplicates in 5 minutes
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Sample records, for illustration.
Connect your account
Authorize Dedupely with OAuth. No API key to paste.
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Sample records, for illustration.
Match any field
Default searches, or build your own.
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Sample records, for illustration.
Merge in bulk
Leads, Contacts and Opportunities.
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That's why we offer unlimited support.
Submit a ticket
You can submit a support ticket by emailing us. Our team will respond as soon as possible.
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Chat with a real person on our team, Monday to Friday.
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Book a zoomFAQs
Dedupely uses match options that you define to detect duplicates. You can compare fields like name, email, phone number, company name, or custom fields, using exact or similar matching. Once set, Dedupely scans your CRM and finds matches for you to review before merging. You have full control over the criteria used to detect duplicates, ensuring that only the right records are flagged for merging.
Yes. Match options decide what counts as a duplicate, and Merge Rules decide what each merge keeps: which record stays as the primary record and which value wins in each field. You can review every match and preview the merge before it happens.
Yes! You can create a Duplicate Search with your preferences and match options, to run and merge automatically, based on a schedule of your choice.
Use Merge Rules to decide what each merge keeps. Choose which record stays as the primary record, and pick the winning values field by field, for example filled-in values over blanks, or the value from the most recently updated record. You can preview every merge before it happens.
Yes! You can manually review every merge before confirming, or use auto merge with pre-set safety rules to streamline the process.
No. Dedupely enhances your CRM’s duplicate management with more flexibility, automation, and advanced matching options.
Yes! Dedupely allows you to use filters to refine duplicate searches and focus only on the records that matter to you.
Our team is here to assist! You can access step-by-step guides in our Knowledge Base or reach out via chat, email, or Zoom for personalized support.
(We love Zooming, so feel free to book a call: we’re happy to walk through everything with you )
Yes. The 7-day free trial includes all core features, 20 free merges and unlimited support, with no credit card.
Get started for free
20 free trial merges and as much free support as you need to get your duplicates under control.
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"Dedupely was incredibly easy to set up, and the support team replied almost instantly each time I reached out. In just a few
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