How can we help you?

Connect your CRM

1. Create an account

Start by creating a Dedupely account. Sign up with your email and set a password to access your dashboard.

_{For a step-by-step guide: How to create an account}

2. Connect your CRM

Once you’re logged in, select your CRM from the list:

_{Each CRM may have specific connection steps or permissions required.}

Following the prompts, Dedupely will request permission to access your CRM data, which is necessary for syncing and deduplication.

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_{CSV files are included in your plan, and won't add up to the number of synced records consider for your pricing tier. Files can be up to 100 MB, and it's required they all have headers on the first row.}

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3. Sync the objects you need

_{Pro tip: You can disable any objects you don't want to work on, so those records don't add up to calculate your pricing tier.}

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After connecting your CRM, Dedupely will begin syncing your records. You can customize which objects to sync based on your needs, by selecting the object you’d like to dedupe, and Dedupely will sync the entire object.

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And that's it! Let's move on with the next step: Here's how to merge your first duplicate.

How to create a Dedupely account