HubSpot integration guide

Integrating Dedupely with HubSpot allows you to streamline your deduplication process and maintain clean, accurate data within your CRM. This guide walks you through the setup process and provides tips for a successful integration.

Step 1: Log in to Dedupely

1. Visit dedupe.ly and log in to your Dedupely account.
2. If you don’t have an account yet, check out our guide on How to Create an Account to get started.

Step 2: Connect HubSpot to Dedupely

1. If you haven’t connected a CRM yet, Dedupely will automatically prompt you to connect one. Select HubSpot from the available CRM options and follow the steps to grant permissions.
2. If you’ve already connected a CRM and want to add another one: Open the CRM list in the left menu, click "+ Add New CRM or CSV", and select HubSpot to add another HubSpot account.
3. Follow the on-screen instructions to authorize Dedupely’s access to your HubSpot portal. This ensures that Dedupely can sync and deduplicate your data securely.

Step 3: Configure sync settings

1. Once connected, choose the objects you’d like Dedupely to sync: Contacts Companies Deals
2. Select the entire object for syncing. For example, if you choose Contacts, Dedupely will sync all contact records in HubSpot.
3. Start the initial sync. This process may take a few minutes, depending on the size of your HubSpot database.

Tip: For more detailed instructions on syncing objects, see our guide: Syncing Records with Dedupely.

Step 4: Run your first deduplication scan

1. After the sync is complete, navigate to Duplicate Searches in Dedupely.
2. Create a new deduplication search: Select the object (e.g., Contacts) and fields to match (e.g., email, name, phone). Use default settings for a quick start or customize the search to fit your needs.
3. Click Scan to begin identifying duplicates in your HubSpot database.

Step 5: Merge duplicates

1. Once duplicates are identified, you can merge them using Dedupely: Manual merge: Review and merge duplicates one by one for precision. Bulk merge: Select multiple duplicates and merge them in bulk to save time. Automated merge: Set up automation rules for continuous deduplication without manual intervention.

Step 6: Ongoing maintenance

• Schedule regular deduplication scans to keep your HubSpot database clean.
• Explore advanced settings like custom deduplication rules to match your business needs.

Troubleshooting HubSpot integration issues

If you encounter any issues during the integration process:

• Verify that you’ve granted Dedupely the correct permissions in HubSpot.
• Check your HubSpot API usage limits, as exceeding them may impact syncs.
• Restart the sync if data isn’t appearing correctly in Dedupely.

For additional support, reach out to our team via chat or book a Zoom session. Zoom with Support.

Congratulations! Your Dedupely and HubSpot integration is now live. Start running deduplication scans to optimize your CRM data. For more information, explore our Quick Setup Guide orHubSpot Best Practices

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Happy deduplicating! 🎉

First sync with Dedupely

When you sign up with Dedupely you are asked to connect with your HubSpot using your HubSpot login credentials. Once the connection is established we will automatically start syncing your data.

How long does it take to sync?

Dedupely is very fast. Most syncs take between 5 and 20 minutes, but it depends on your HubSpot and how many records you are syncing with us. If you are syncing more than 300k records with us, please allow for 30 minutes for every 100k records.

Estimated sync time

• 0-50k records: 2-15 minutes
• 50-300k records: 15-90 minutes
• 300-600k records: 1-3 hours
• 600k-1M records: 3-10 hours
• 1M+ records: around 10-12 hours

*These are estimates only and can vary depending on your CRM.

If you think there are issues with your sync, please let us know by sending a support ticket to help@dedupe.ly

Why does Dedupely need to sync my data?

To apply our match and merge engine our algorithm needs access to your records. Once the sync is ready you will be able to match and merge your duplicates.

What about data security?

We take privacy and security seriously. Have a look at our security documents for a better understanding of our privacy and security, or contact us if you have any questions.

Can I choose which records to sync?

The first sync we will sync all of your records to make sure we get all objects, fields and columns (contacts, companies, deals, etc.). You can turn record types off later in CRM Settings.

We will always sync all the records in a particular record type.

Can I merge with Salesforce Sync (SFDC) installed?

Yes, you can merge contacts and deals from HubSpot even with Salesforce Sync. However, we are not able to override HubSpot's core functionality and unfortunately companies can't be merged while Salesforce Sync is installed. This limitation does not affect contacts or deals, or any record type in Salesforce.

Can I connect a sandbox environment in Dedupely?

We currently don't have the capabilities to connect sandbox environments. To ease any concerns - Dedupely will never merge any data without you instructing it. Syncing your HubSpot with us does not trigger any type of merge. Once your data is synced you can match duplicates freely. Merges only happen when you select matches and click Merge, or turn on Auto Merge.