Pipedrive integration guide

How to integrate Dedupely with Pipedrive

Integrating Dedupely with Pipedrive enables you to identify and merge duplicates, keeping your CRM data clean and efficient. This guide walks you through the setup process and provides additional resources.

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 Pipedrive to Dedupely

1. If you haven’t connected a CRM yet, Dedupely will automatically prompt you to connect one. Select Pipedrive 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 Pipedrive to add another Pipedrive account.
3. Dedupely will redirect you to Pipedrive’s login page. Enter your credentials and authorize Dedupely to access your data securely.

Step 3: Configure Sync Settings

1. Once connected, choose the objects you’d like Dedupely to sync: People Organizations Deals
2. Select the entire object for syncing. For example, if you choose People, Dedupely will sync all records under that category.

1. Start the initial sync. This may take a few minutes, depending on the size of your Pipedrive database.

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., People) 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 Pipedrive 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 Pipedrive database clean.
• Explore advanced settings like custom deduplication rules to match your business needs.

Troubleshooting Pipedrive integration issues

If you encounter any issues during the integration process:

• Verify that you’ve granted Dedupely the correct permissions in Pipedrive.
• Check your Pipedrive API 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 Pipedrive integration is now live. Start running deduplication scans to optimize your CRM data. For more information, explore our Quick Setup Guide or Pipedrive Best Practices

.

Happy deduplicating! 🎉

We built a two-way, simultaneous integrations on multiple CRM's and Excel/CSV. That means that when you merge two duplicates in Dedupely they will instantly merge in your Pipedrive. No need to download or upload anything from or to your Pipedrive

First sync with Dedupely

When you sign up with Dedupely you are asked to connect with your Pipedrive using your Pipedrive 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 Pipedrive 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 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 Pipedrive 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.