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Pipedrive Integration: Benefits & Limitations

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What It Deduplicates:

  • People
  • Organizations
  • Deals

What It Moves Over During Merge:

All related items.

Where It’s Limited:

If you have multiple people across multiple deal duplicates, only one person will remain after the merge. This is native to Pipedrive’s merging functionality. The resulting person can be automatically decided using Merge Rules.

How it Adds to Pipedrive

  • Gives you more control over how duplicates are found.
  • Multiple tabs allowing you to find different types of duplicates by any field(s).
  • Automatic and one-click bulk merging.