Knowledge Base

PipelineDeals Integration: Benefits & Limitations

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What It Deduplicates:

  • People
  • Companies
  • Deals

What It Moves Over During Merge:

  • Activities/Notes
  • Events and Tasks
  • Fields and Custom Fields
  • Associations to People, Companies, and Deals
  • Files/Documents for People and Deals

Where It’s Limited:

Documents for non-master Companies don’t get moved over on merge.

Revenue Type field doesn’t get populated during Deal merges.