Playbooks
Playbooks walk you through real deduplication projects from start to finish, with examples you can copy. Each one links to the articles with the exact steps.
- Your First Deduplication Project Your first CRM deduplication project in Dedupely, step by step: connect, run preset Duplicate Searches, review matches, test merges and automate safely.
- Dedupe a List Before You Import It Find and merge duplicate rows in your CSV or Excel list before it reaches your CRM, then catch the rows that match records you already have.
- 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.
- 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.
- I Merged the Wrong Records: What Now? Undo most merges within 30 days from Merge History. For older ones, stop running merges, find what changed, restore your data and prevent it next time.
- Merging Duplicates Without Breaking Ownership Merging duplicates can hand a record to the wrong rep or a former employee. Choose which owner survives every merge, before you merge in bulk.
- How to Stop Duplicates From Getting Into Your CRM See where duplicates come from, use your CRM's native deduplication where it works, and merge new ones from forms, imports and integrations automatically.
- Prospecting and Enrichment Tools Without Duplicates Prospecting and enrichment tools add contacts and companies you already have. Find and merge them automatically, and keep your CRM's values safe.
- 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.
- Your Deduplication Routine A simple weekly, monthly and after-import routine in Dedupely to catch new duplicates, clear your review queues and keep your automations safe.
- Working as a Team in Dedupely Split deduplication work between Marketing, Sales and Ops: roles, review hand-offs, notifications and an audit trail, so no one merges the wrong records.
- Several CRMs in One Dedupely Account Connect several CRMs, or several accounts of the same CRM, to one Dedupely account. Each one is deduped on its own, with its own searches and rules.
- Deduplicating a Large Database Hundreds of thousands of records or millions? Sync only what you need, plan around sync times, test first and merge in stages, without losing control.
- How to Dedupe Before and After a CRM Migration Moving to a new CRM, or combining two CRM accounts after an acquisition? Dedupe the old one first, then the new one once its integrations are live.
- Getting Your CRM Ready for AI AI assistants and agents read your CRM records, duplicates included. Find and merge duplicates before you roll out AI, and keep new ones out after.
- CRM Duplicate Tools Compared What HubSpot, Salesforce, Pipedrive, Close, Nimble and Google Contacts do about duplicates on their own, side by side, and what Dedupely adds.
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