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Merge duplicate Leads in Salesforce

Prevent top of funnel from re-selling leads you’ve already sold.

(No credit card needed)

Recognize the customers you already closed

Someone you sold to downloads a guide. A new Lead opens on a person who is already a Contact. The rep finds out at conversion after the outreach has gone.

Dedupely matches duplicate Leads in Salesforce on any synced field including your custom ones.

A match option dropdown open on a column: None, Exact, Similar, Fuzzy, Similar Words and Domain Root.
A duplicate group of three records selected, with the same phone number written three ways, beside a Merge selected button.

Merge duplicate leads at scale

Three records at a time does not clear an org carrying years of imports. The backlog outpaces the clicking. Lead deduplication has to happen in bulk or not at all.

Dedupely mass merges Leads and Contacts and Accounts and Opportunities and custom objects.

Audit every merge afterwards

A Lead carries campaign history and attribution. Nobody wants a merge they cannot check. Trust needs a paper trail.

Dedupely keeps the original values of both records and exports them as CSV.

Merge History: each merge with its record count and an Export CSV link for the original values.

Chatter posts move with the record

A Salesforce merge keeps the feed of the record that survives and drops the rest.

Dedupely re-parents the Chatter feed instead. Posts, comments and @mentions from every record in the group are attached to the survivor, in the order they were written, so the conversation about an account reads as one thread rather than the part that happened to be on the winning record. Nothing is written to your org beyond the merge itself.

Followers come across as well.

Anyone following a record that merged away follows the survivor, so a rep does not silently stop receiving updates on an account they were watching. Merge History records the feed that moved with every other value the merge kept.

Two Chatter posts from a merged record joining the surviving record’s feed, in the order they were written.

Why Dedupely?

Dedupely offers something others don't.

The big Salesforce dedupe names are built for certified admins. Teams tell us the rules take training to write and the pricing takes a committee to approve. Some vendors now turn away smaller orgs altogether.

Dedupely keeps it simple. Every feature is on every plan, custom objects included, and the price follows the records you sync rather than seats or tiers.

Nothing installs inside your org and your rules and workflows stay untouched. Support is unlimited, and on a large org we go through your Match Options with you before anything merges.

"I was really pleased with Dedupely. It's highly configurable and works well when used manually or for automated deduping. And the customer service is incredible. Responsive and incredibly helpful."

Start merging in 5 minutes

Three steps from org to first merge

The Connect a CRM screen in Dedupely, showing a Salesforce tile with a Connect button and a Sandbox Supported label.
STEP 1

Connect your org

OAuth, with the REST API enabled.

A list of Duplicate Searches on companies, each with its match count.
STEP 2

Match any field

Standard or custom, exact or similar.

Auto Merge Settings for one search, with its schedule and an Enable button.
STEP 3

Merge through the API

In bulk, one by one, or scheduled.

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"The application works great and when I was having difficulty setting up the matching rules their customer support was responsive and helped me get on the right track!"

"I was really pleased with Dedupely. It's highly configurable and works well when used manually or for automated deduping. And the customer service is incredible. Responsive and incredibly helpful."

Questions about duplicate leads in Salesforce

Will merging leads fire my Apex triggers and Flows?

Merges go through the Salesforce API, so your automation runs exactly as it would for a manual merge. Test in a sandbox first if a trigger does something you cannot undo.

What happens to campaign membership on a duplicate lead?

Campaign members move to the surviving lead, so attribution is not lost.

Can I merge leads that have already been converted?

Dedupely merges active leads only. Converted and inactive leads are not synced, because the Salesforce API does not expose them to an integration, so they never appear in a duplicate search.

How is this different from Salesforce's own duplicate rules?

Duplicate rules warn at the point of entry and match on a fixed rule set. This finds what is already in the org and merges whole groups on criteria you set yourself.

Get started for free

20 free trial merges and as much free support as you need to get your duplicates under control.

"Superior deduping logic with excellent support - highly recommend for cleaning up messy HubSpot records."
M Weppner

M Weppner

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