Connect your CRM

Connecting your CRM syncs your database with Dedupely through your CRM's API. Once your records are in, Dedupely can scan for duplicates, run automations and merge records in bulk. Don't have CRM access yet? You can upload a spreadsheet instead.

How to connect your first CRM

When you create your account, the first screen you see is Connect a CRM to Get Started.

1. Select your CRM, or choose CSV under Other Data Sources.
2. You'll be sent to your CRM to approve Dedupely's access. Log in with your admin user and approve.
3. Back in Dedupely, select which objects you want to sync (e.g. Contacts, Companies, Deals).

Supported CRMs and objects

Added August 28, 2026

How to connect another CRM or a spreadsheet

If you already have a CRM connected and want to add another one:

1. Click the CRM icon in the left menu.
2. Click + Add New CRM or CSV at the bottom of the list.
3. Choose your CRM, or choose CSV to upload a file.
4. Approve the connection (or upload your file).
5. Select which objects you want to sync.

How to turn objects on or off

You can change which objects Dedupely syncs at any time:

1. Go to CRM Settings in the left menu.
2. Find the object.
3. Click Enable or Disable.

Turning an object off pauses background monitoring and removes its records from active matching. This also lowers your synced record count, which is useful for cleaning one object at a time.

What happens next

1. Your records sync. Dedupely starts pulling in records right away. Databases under 50k records usually take 2–15 minutes, and very large ones (1M+) can take up to 12 hours. After that, Dedupely refreshes automatically every 10–30 minutes. See Syncing Records for the full timing table.
2. Your records count toward your plan. Records from all connected CRMs are added together. Up to 10% over your plan’s limit, you can keep working for 10 days, once per billing period, while you upgrade or turn objects off. After that, or if you go more than 10% over, your account becomes read-only until you do. See Billing & Usage.
3. You find your first duplicates. Once the sync finishes, create a Duplicate Search to see how many duplicates you have. See Finding Duplicates.

Connecting doesn't change anything in your CRM. Records are only changed when you merge them, either by hand or with an automation you set up.

Troubleshooting

I can't connect my CRM, or the approval fails. This almost always means the CRM user you logged in with doesn't have admin permissions. Ask your CRM admin to give your user admin access, or to connect the CRM for you.

The object I need isn't in the list. Check the supported objects table above. Custom Objects are supported for HubSpot and Salesforce. If your object still isn't there, contact support.

My records aren't showing up. The first sync is probably still running. Large databases can take several hours. If it's taking longer than the estimate in Syncing Records, contact support.

My account became read-only after I connected another CRM or object. Your combined record count probably went more than 10% over your plan’s limit.

FAQs about connecting your CRM

• Can I sync only some records from an object? No. CRM integrations sync whole objects, so all records in the object you choose are synced.
• Can I connect more than one CRM? Yes. Add as many as you need from the CRM menu. Records from all connected CRMs count together toward your plan's limit.
• Do spreadsheets count toward my plan's record limit? No. Only records synced from CRMs count.
• Where can I find security and compliance documentation for my IT team? In the Trust Center, with Security, the Privacy Policy, the Terms of Service, the subprocessors, ISO 27001 and the DPA. You can also email help@dedupe.ly.
• Is onboarding included? Yes. All plans and the 7-day free trial include onboarding, with unlimited Zoom calls, live chat and email support.