# Merge Incoming CRM Duplicates Automatically | Dedupely > Auto Merge runs your tested Duplicate Searches on a schedule you set, follows your Merge Rules, skips risky matches and logs every merge in Merge History. - URL: https://dedupe.ly/solutions/auto-merge - Section: solutions - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- Solutions Merge incoming duplicates automatically Integrations & Syncs ## Merge Incoming Duplicates Automatically, on a Schedule You Set Once a Duplicate Search is tested, Auto Merge runs it on a schedule and merges what it finds with your Merge Rules, skipping anything that needs a person. [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) ### What we hear from teams tired of cleaning up twice 84% of teams we spoke with that named a cause traced duplicates to incoming data, like imports and integrations. 58% of teams we spoke with that described their goal wanted duplicates handled automatically, not just a one-time cleanup. 18% of teams we spoke with said manual duplicate cleanup was wasting their time. Source: Dedupely customer call research ### Why duplicates come back after every cleanup Forms, imports, integrations and reps keep creating records, so a clean CRM doesn't stay clean. Merging by hand every week takes time most teams don't have, and automating without limits repeats the same mistake on every run. - **Sources that never stop:** forms, syncs and dialers add new records every day. - **Cleanups that age:** a backlog merged in spring is back by summer. - **One rule for everything:** one broad search for every source over-merges some records and misses others. - **No safety net:** automation that can't skip risky matches merges them too. ### How Dedupely compares for automatic merging | Criterion | Native CRM tools | Other dedupe tools | Custom scripts | Dedupely | | --- | --- | --- | --- | --- | | Merging on a schedule | Most leave new duplicates for someone to find and merge by hand. | Some merge on a schedule. | Possible, with a scheduled job someone maintains. | As soon as possible in a loop, every few minutes, hours or days, on set days, or within set hours. | | Keeping risky matches out | Few let you set risky matches aside before they merge. | Some merge only above a match score. | Only if every exception is coded. | Excluded, Manual Review and rejected matches are never merged automatically. | | Choosing which values survive | Most keep the primary record's values unless you pick them one merge at a time. | Most offer merge rules, with varying detail. | Whatever the script is written to do. | Every automatic merge follows your Merge Rules, from the Primary Record to field-level rules. | | Seeing what ran | Few keep a full record of what changed in each merge. | Most keep a merge log. | Only if you build logging. | A dashboard per search, with Pause, Disable and Cancel all. Every merge is in Merge History. | Native CRM tools as of October 2026, from the help documentation of HubSpot, Salesforce, Pipedrive, Close, Nimble and Google Contacts. ### How to merge incoming duplicates automatically in four steps - Step 1 Choose #### Which Duplicate Searches are safe to merge automatically? The ones you've already tested: you've merged a few by hand and a page or two in bulk, rejected the false matches, and the results stayed right after new records synced. - Start with obvious duplicates, like exact first name, last name and email. - Add searches with conditional duplicates, like dialer call logs, once Merge Rules protect the real data. - Keep complex matches, like Tax ID or ERP numbers, on [Auto Match](https://dedupe.ly/solutions/auto-match) for a person to approve. [12 searches on Auto Merge Read the case study](https://dedupe.ly/case-studies/fintech-hubspot-duplicate-deals) - Step 2 Protect #### How do you keep Auto Merge from merging the wrong records? Set your Merge Rules and leave Safety Settings on. Auto Merge skips everything in the Excluded tab, Manual Review and Rejected Matches, so only the matches you'd merge yourself go through. - [Merge Rules](https://dedupe.ly/knowledge-base/merge-rules) decide the Primary Record and which value wins, field by field. - [Safety Settings](https://dedupe.ly/knowledge-base/merge-safety) set aside matches with more than 20 records, or built on placeholder data. - In HubSpot, Auto Merge can't ask, so it skips matches whose Merge choice is set to Always ask. - Step 3 Schedule #### How often should Auto Merge run? As often as the duplicates arrive: as soon as possible for web forms, daily for a dialer before reps start, or on a set day of the month just after a regular import. - "As soon as possible" runs in a continuous loop: it scans, merges and starts again. - Limit runs to certain hours, like between 5 PM and 9 PM, to merge outside working hours. - See every schedule option on the [Auto Merge page](https://dedupe.ly/product/auto-merge). - Step 4 Monitor #### How do you check what Auto Merge did? Open the search's Auto Merge dashboard to see recent merges, the schedule, the total and anything that needs attention. Every automatic merge is also recorded in Merge History. - Click Pause to keep the schedule, Disable to turn it off, or Cancel all to stop a run in progress. - Hover over a merge with an Error status to see why, and check Attention Needed each week. - See every merge, with the original records, in [Merge History](https://dedupe.ly/knowledge-base/merge-history). ### What makes Dedupely different - #### All features included in yearly subscriptions. Merge Rules, Auto Merge and Auto Match come with every plan. Yearly subscriptions add Dedupely Intelligence in full. - #### Priced by records, not seats. Unlimited users, with no per-user fees. - #### Every merge on record. Preview each merge first. Merge History keeps the original records, so you can see exactly what changed. Test a search by hand today, and let it run on its own tomorrow. [Connect your CRM](https://v2.app.dedupe.ly/signup) ### See how Dedupely works [HubSpot Financial services How a Fintech Gave Its Sales Team a Pipeline It Can Trust by Clearing 4,000+ Duplicate Matches with Dedupely 4,000+ company and deal matches merged in under 7 weeks Read the case study](https://dedupe.ly/case-studies/fintech-hubspot-duplicate-deals) [Guide Auto Merge Read the guide](https://dedupe.ly/knowledge-base/auto-merge) [Guide Your Deduplication Routine Read the guide](https://dedupe.ly/knowledge-base/your-deduplication-routine) ### Frequently asked questions #### What can I test in the free trial? The 7-day free trial includes 20 free merges and every core feature, so you can test your searches with single and bulk merges before you automate them. All features are included in yearly subscriptions. #### Does Auto Merge use my Merge Rules? Yes. Every automatic merge follows your Primary Record and field-level rules. Without Merge Rules, your CRM's own merge logic decides. A Custom Merge is the only kind of merge that overrides your rules, because you pick each value yourself. #### Can I stop Auto Merge? Yes, at any time. Click Pause on the search's Auto Merge dashboard to keep the schedule, Disable to turn it off, or Cancel all to stop a run in progress. Merges already in progress finish, and the rest are cancelled. #### Does Auto Merge merge matches in Manual Review or the Excluded tab? No. Matches in Manual Review and the Excluded tab wait for a person to decide, and rejected matches never come back. In HubSpot, Auto Merge also skips matches whose Merge choice is set to Always ask, because it can't ask you. #### What happens if I go over my plan's record limit? You get up to 10% more records for 10 days. After that the account goes read-only, which pauses merging and Auto Merge until you upgrade or turn off objects in CRM Settings. Your Duplicate Searches and scans keep working, so you can still see new duplicates. ### Clean up once, and let Auto Merge keep it that way [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) ### Related resources [Glossary Auto Merge Read more](https://dedupe.ly/glossary/auto-merge) [Blog Manage recurring duplicates from CRM integrations Read more](https://dedupe.ly/blog/manage-recurring-duplicates-from-crm-integrations) [Knowledge base Merge Safety Read more](https://dedupe.ly/knowledge-base/merge-safety) ### Explore other use cases [Review new duplicates before they merge Auto Match flags new duplicates for review, so edge cases get a human. Learn more](https://dedupe.ly/solutions/auto-match) [Clean up duplicates from third-party tools Calling apps, enrichment tools and ERPs that create records instead of updating them. Learn more](https://dedupe.ly/solutions/integrations) [Clean up the HubSpot–Salesforce sync Merge synced duplicates in both CRMs at once, so the sync doesn't bring them back. Learn more](https://dedupe.ly/solutions/hubspot-salesforce-sync) Skip to content