Syncing records with Dedupely

Syncing records is the first step toward identifying and merging duplicates in your CRM. Dedupely connects directly to your CRM and pulls in your data so you can scan, match, and clean records with confidence.

This guide explains how syncing works, how to manage multiple CRM integrations, and what to keep in mind for your subscription usage.

If you haven’t created your account or connected your CRM yet, check out:

• How to Create an Account
• How to Connect Your CRM

How syncing works

When you connect your CRM, Dedupely performs an initial sync, pulling in all records from the objects you’ve selected (e.g., Contacts, Companies, Deals). This gives you a working set of data to start finding and merging duplicates.

After the initial sync:

• Dedupely automatically refreshes your data every 10 to 30 minutes in the background.
• Newly created records are typically detected within 1 to 5 minutes.
• Syncs are designed to stay up to date behind the scenes, so your Duplicate Searches remain accurate and effective.

Supported objects by CRM

You can choose which CRM objects to sync. Dedupely supports the following:

• HubSpot: Contacts, Companies, Deals, Custom Objects
• Salesforce: Leads, Contacts, Accounts, Custom Objects
• Pipedrive: People, Organizations, Deals (custom objects not supported)
• CSV Upload: Rows imported from your uploaded file

Custom object syncing is available for HubSpot and Salesforce, but not currently supported in Pipedrive.

How to sync your records

Step 1: Connect your CRM

If your CRM isn’t connected yet, you’ll be prompted to do so automatically upon creating your account. You can also follow one of these guides:

• HubSpot Integration Guide
• Salesforce Integration Guide
• Pipedrive Integration Guide

Step 2: Choose which objects to sync

1. After connecting, you’ll be prompted to accept permissions and review the terms of integration.
2. You’ll then select the objects you’d like to sync. E.g., Contacts, Companies, Deals, or Custom Objects.
3. Click Start Sync to begin importing your CRM records into Dedupely.

Note: Dedupely syncs the entire object. For example, if you choose to sync Contacts, we’ll pull in all contact records. Partial syncing isn’t supported at this time.

Managing and adding multiple CRMs

Dedupely allows you to connect and manage multiple CRM instances in a single account. Here’s how to do it:

1. Navigate to the blue vertical bar on the left-hand side of your Dedupely dashboard.
2. Click on the CRM logo to expand your current connection.
3. Click the ➕ Plus Sign to add another CRM.
4. Select the CRM type and repeat the connection and object selection steps.

You can add multiple CRMs of the same or different types (e.g., multiple HubSpot portals or a mix of HubSpot + Salesforce).

Keep in mind: Your subscription is based on the total number of synced records across all CRMs.

For example: CRM 1: 20,000 records + CRM 2: 20,000 records = 40,000 total records, which must fall within your plan’s limits.

Learn more: Pricing Page

Where to manage synced data

You can manage your CRM connections and control which objects are synced in CRM Settings.

• Add or remove objects from sync
• Disconnect CRMs you no longer need
• View your synced record count

What happens after syncing?

Once syncing is complete:

• You can begin creating Duplicate Searches to scan for duplicates using the fields and objects you’ve synced.

Ready for the next step? Learn how to:

• Find Duplicates with Dedupely
• Merge Duplicates with Dedupely