Connect your CRM

You can sync one or more CRMs and CSV files to the same Dedupely account. Connecting a new CRM or uploading a CSV file creates a dedicated workspace in Dedupely.

You can add a new CRM at two different moments:

• Right after creating your account.
• Later on when you already have a CRM connected.

Dedupely allows you to connect multiple CRMs across different platforms (such as combining HubSpot, Salesforce, Pipedrive, and Planhat within the same account) as well as upload as many CSV files as you need.

If you haven't created a Dedupely account yet, please visit our How to Create an Account article to set it up first.

How to connect your first CRM (New Accounts)

Right after creating your Dedupely account, you will automatically arrive at the "Connect a CRM to Get Started" screen. From there:

1. Select your CRM provider (HubSpot, Salesforce, Pipedrive, Planhat) or select CSV under "Other Data Sources."
2. You will be redirected to your CRM platform to confirm authorization permissions for Dedupely.
3. Once authorized, you are redirected back to Dedupely to choose which CRM objects you want to enable (sync) for deduplication (e.g. Contacts, Companies, Deals, Accounts, People...).

How to connect additional CRMs or CSV (Existing Accounts)

If you already have a CRM connected and want to add another one or upload a CSV file:

1. Click the CRM icon in the left menu bar to open your CRM list menu.
2. Click "+ Add New CRM or CSV" at the bottom of the list.
3. Choose your CRM provider or CSV upload from the data source menu.
4. Authorize the connection on your CRM platform (if adding a CRM) or upload your file (if adding a CSV).
5. Choose which CRM objects you want to enable for syncing in Dedupely.

Enabling and Disabling CRM Objects

You can control which record types Dedupely syncs at any time:

1. Go to "CRM Settings" in the left menu bar.
2. Locate the specific record object.
3. Click "Enable" or "Disable" for that object to turn syncing on or off as needed.

FAQs about Connecting your CRM

• Can I sync just a certain number of records in an object? No. Due to the native function of the integration with your CRM, you must sync the entire number of records within the object you want to sync.
• What if upper management or IT needs compliance and security documentation before connecting our CRM? You can share any of the links below, or send us an email to help@dedupe.ly for specific/detailed documentation: Dedupely's Trust Center Security page Security documentation: Privacy Policy Terms of Service Subprocessors ISO 27001 DPA (Data Processing Addendum)
• Is onboarding included when connecting our CRM? Yes, you can start your onboarding even before creating your account, as it is included in all our plans and the 7-day free trial, through unlimited Zooms (we love Zooming), unlimited live (human) chats, and unlimited email. We recommend using the first days of the trial to fully customize Dedupely to your needs and get everything ready to merge once you subscribe.

Mentioned in this article: Create your Account.

Related articles: Company Settings, Users, and Finding Duplicates.