Finding duplicates
Decide what counts as a duplicate in your CRM. Build Duplicate Searches with the fields and match options that fit your data, narrow them with filters, and review the matches you're unsure about. Nothing merges until you decide to merge.
- How to Find Duplicates Configure, filter and run a Duplicate Search in Dedupely, then review everything it found before a single record merges.
- Duplicate Searches (Prev. Search Pads) How to build, clone and manage Duplicate Searches (previously Search Pads) in Dedupely: match settings, filters, visible fields and automation for every CRM object.
- Match Options Exact, Similar, Fuzzy, Similar Words (Any Order) and Domain Root: what each match option does, when to use it, and how to combine them in a Duplicate Search.
- Filters Use filters to control which records a Duplicate Search scans and shows, so you target one segment at a time and cut false positives before anything merges.
- Dedupely Intelligence Dedupely Intelligence is AI duplicate matching for Contacts, Companies and Leads: no match settings to build, and your CRM records never reach an AI model.
- Manual Review Manual Review isolates the matches you're unsure about in a queue of their own, so a bulk merge keeps moving while you decide on the hard ones.
- Rejected Matches Reject a match that isn't a duplicate and Dedupely stops showing it, in this search and in every future one. Restore it any time from Rejected Matches.
- Excluded Matches Excluded Matches are risky matches your Safety Settings set aside, like very large matches or placeholder data, so bulk merges and Auto Merge skip them.
- Auto Match Auto Match scans your CRM in the background and tells you when new duplicates appear, so a search you already built keeps finding them without a rerun.
Playbooks for finding duplicates
- How to Dedupe Companies and Accounts Match companies on domain and name, ignore Inc. and LLC, keep branches apart, and merge thousands of duplicate companies or accounts safely.
- How to Dedupe Deals and Opportunities Duplicate deals inflate your pipeline and split your history. Learn which fields to match deals on, how to review them and how to merge them safely.
- How to Dedupe Leads Duplicate leads get routed twice and contacted twice. Learn how to find and merge them in HubSpot, Salesforce and Pipedrive before anyone works them.
- Catching Hidden Duplicates Typos, nicknames, a second email, a phone in another format: find the duplicates exact matching misses, without creating false matches.
- One Person, Several Email Addresses One person with a work email, a personal email and an "Email 2" field becomes several contacts. Find them without matching on email, then merge safely.
- Duplicates From Events, Webinars and Meetings Event lists, webinar sign-ups and meeting bookings add people you already have. Dedupe lists before import and merge new duplicates automatically.
- Avoiding False Matches Shared inboxes, placeholder data, family members and branches can look like duplicates. Learn how to spot false matches and keep them out of every merge.
Still stuck?
Our team helps on every plan and during the free trial, by chat, email or Zoom.
- Need help? Talk to support
- Questions about plans? Book a Zoom with sales
- Reading this with a model? Read this page as Markdown
- Feeding it the whole site? Read llms.txt
Or sign up with Google