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Dedupely Knowledge Base: Find and Merge Duplicates in Your CRM

Step-by-step help for every part of Dedupely: connecting your CRM, finding and merging duplicates, automation, and your account and billing.

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Changelog

What changed in Dedupely, newest first. Each article lists its own changes at the end.

  1. Every feature on every paid plan, Dedupely Intelligence in the trial

    Every paid plan, monthly or yearly, gets every feature: Dedupely Intelligence in full, scanned hourly, plus company single sign-on (SSO), SCIM provisioning and Google Workspace directory sync. Yearly billing still saves 20%. The free trial includes Dedupely Intelligence in full too, scanned weekly; its merges count toward the 20 free merges.

    Covered in Dedupely Intelligence: AI Duplicate Matching for Your CRMDedupely Pricing: Plans, Record Limits and What's Included

  2. Filters and Protected fields in Dedupely Intelligence

    Dedupely Intelligence has its own filters, by source, created date, owner, stage, call-created records or a custom field, in place of your Duplicate Searches' Filters. Protected fields, at the top right of the search, keep records from matching when a field value differs, like an external ID.

    Covered in Dedupely Intelligence: AI Duplicate Matching for Your CRM

  3. Undo a merge for 30 days

    Undo a merge from Merge Details for 30 days, in every CRM and in spreadsheets. The merged-away records come back with their links, and the match moves to Rejected Matches. Not for HubSpot leads, Pipedrive products, merges made in both HubSpot and Salesforce, HubSpot companies in a Salesforce-synced portal, or merges before undo existed.

    Covered in How to Undo a CRM Merge (Within 30 Days)Merge History: See and Export Every Merge

  4. Merge History shows who merged

    Merge History and Match Details show who ran each merge: the person's name and avatar, or Auto Merge.

    Covered in Merge History: See and Export Every Merge

  5. Pause a monthly plan instead of cancelling

    A monthly plan paid by card can pause once, for 1, 2 or 3 months, from the cancel dialog. The account is read-only while paused, and a reminder email goes out 3 days before billing restarts.

    Covered in Billing & UsageIs My CRM Data Safe? Security and Privacy in Dedupely

  6. Grace periods over the record limit and for failed payments

    Up to 10% over your record limit, everything keeps working for 10 days, once per billing period. A failed payment leaves 3 days to update the card. When either runs out the account is read-only until it is sorted out, instead of only merging pausing.

    Covered in Billing & UsageDedupely Pricing: Plans, Record Limits and What's Included

  7. Import users from your CRM

    On the Users tab, pick active users from a connected CRM, choose a role and invite them in one step. Paid plans only, up to 500 at a time. A member imported this way is deactivated when their CRM user is.

    Covered in Users and Roles

  8. Best presets and a live preview in Merge Rules

    Best email, Best phone and Best name rank every value and keep the strongest. Primary or best keeps the Primary's value unless it is unusable. A live preview shows what a merge keeps.

    Covered in Merge Rules: Choose Which Field Values Survive a Merge

  9. New Merge Rules conditions for email, phone and company name

    Conditions can test whether an email is role-based or from a free email provider, whether a phone number is toll-free, a placeholder or has a country code, and whether a company name is the full legal name or the brand name only.

    Covered in Merge Rules: Choose Which Field Values Survive a Merge

  10. Filter suggestions

    Advanced Filters point out conditions that can never match, such as a field that must be both blank and not blank, with an orange count on Filters. A suggestion stays until you dismiss it.

    Covered in Filters: Limit a Duplicate Search by Region, Owner or Any Field

Show all changes

  1. Manual Review and Reject on Dedupely Intelligence need a yearly plan

    On Dedupely Intelligence matches, Send to Manual Review and Reject need a yearly plan, as merging and export already do.

    Covered in Dedupely Intelligence: AI Duplicate Matching for Your CRM

  2. Merge choice for parent and child companies in HubSpot

    Merging a HubSpot company with its own parent or child asks first, and can remove the parent-child link so the merge goes through. Always ask is the default. Set your answer in Safety Settings.

    Covered in How to Merge CRM Duplicates SafelyHow to Find and Merge Duplicates in HubSpot

  3. Turn off Salesforce sync protection

    If the HubSpot-Salesforce Integration was uninstalled but left its properties behind in HubSpot, you can switch Salesforce sync protection off for that portal.

    Covered in How to Merge Duplicates in HubSpot and Salesforce Without Breaking the Sync

  4. The Duplicate Report only reports duplicates

    The Duplicate Report email leads with what Dedupely found and shows each CRM's counts, including zeros. Each subject ends with its send date, so one report never threads under the last.

    Covered in Notifications

  5. Merge choices before a risky merge

    Dedupely predicts four CRM refusals before a merge: HubSpot association and merge-count limits, Salesforce records that point at each other, and retired Salesforce picklist values. Answer Always ask, the fix, or Skip in Safety Settings. A skipped match moves to Attention Required.

    Covered in How to Merge CRM Duplicates SafelyHow to Find and Merge Duplicates in HubSpotHow to Find and Mass Merge Duplicates in Salesforce

  6. Dedupely Intelligence for every account

    Dedupely Intelligence searches appear in the Duplicate Searches drawer and on the Overview for every account, with nothing to configure. Merge, custom merge and export on its matches need a yearly plan, apart from your free merges.

    Covered in Dedupely Intelligence: AI Duplicate Matching for Your CRM

  7. Every field in filters, match settings and custom merge

    Filters, Match Settings and custom merge offer every field of the record type, ordered by relevance rather than alphabetically.

    Covered in Filters: Limit a Duplicate Search by Region, Owner or Any FieldMatch OptionsHow to Merge CRM Duplicates in Bulk, One by One or on a Schedule

  8. Dedupely Intelligence never merges a whole list

    On a Dedupely Intelligence search, a merge acts only on the matches you select, never on every match across its pages.

    Covered in Dedupely Intelligence: AI Duplicate Matching for Your CRM

  9. Conditions can require all of their values

    A filter or Merge Rules condition with several values can require all of them instead of any one. Existing conditions keep matching any.

    Covered in Filters: Limit a Duplicate Search by Region, Owner or Any FieldMerge Rules: Choose Which Field Values Survive a Merge

  10. Close merges stay within a lead

    Merging Close contacts on two different leads is refused before anything changes: merge the leads first. New Close connections get default Duplicate Searches that require the same lead.

    Covered in How to Find and Merge Duplicates in Close CRM

  11. Google Contacts is available

    Every account can connect Google Contacts. Changes arrive on Dedupely's regular resync, a merge copies fields to the Primary then deletes the duplicate, and sorting by oldest or newest record is not offered.

    Covered in How to Merge Duplicate Google Contacts in BulkHow to Connect Your CRM to Dedupely

  12. Nimble syncs People and Companies separately

    Nimble People and Companies are separate record types again, each with its own default Duplicate Searches, so two colleagues at one employer are not reported as duplicate companies.

    Covered in How to Merge Duplicate Contacts in Nimble

  13. Close is available

    Every account can connect Close and find and merge duplicate leads, contacts and opportunities.

    Covered in How to Find and Merge Duplicates in Close CRMHow to Connect Your CRM to Dedupely

  14. Nimble is available

    Every account can connect Nimble and find and merge duplicate contacts.

    Covered in How to Merge Duplicate Contacts in NimbleHow to Connect Your CRM to Dedupely

  15. Search the audit log

    Filter the audit log by user and search across its entries.

    Covered in Audit Log

  16. Email verification no longer blocks a new account

    A new account works straight away while the email is verified in the background. Sign up asks for one name field.

    Covered in How to Start a Free Trial

  17. Pair HubSpot with Salesforce before merging synced records

    Pair a HubSpot portal with its Salesforce org. Dedupely warns before a merge that would break the HubSpot-Salesforce Integration, a Safety Setting can exclude those matches, and Merge Preview keeps the synced Account as the Primary.

    Covered in How to Merge Duplicates in HubSpot and Salesforce Without Breaking the SyncHow to Merge CRM Duplicates Safely

  18. Merge a synced HubSpot and Salesforce pair in both CRMs

    When records synced by the HubSpot-Salesforce Integration are duplicates, Dedupely merges them in HubSpot and Salesforce at once, so the pair stays linked. Both CRMs need to be connected.

    Covered in How to Merge Duplicates in HubSpot and Salesforce Without Breaking the Sync

  19. Dedupely in seven languages

    The app and its emails come in English, Spanish, French, German, Portuguese, Italian and Swedish. Each user picks a language from the sidebar or the Language tab in My Account.

    Covered in Change your account language

  20. Rename, clone or delete a Duplicate Search from its menu

    Each Duplicate Search has a menu to edit its name in place, clone it or delete it.

    Covered in Duplicate Searches: Set Your Own Duplicate Matching RulesHow to Find Duplicates in Your CRM

  21. Blank conditions on matched fields

    Filters no longer accept is blank or is not blank on a field the search matches on, because those conditions can never find a duplicate.

    Covered in Filters: Limit a Duplicate Search by Region, Owner or Any Field

  22. One settings area

    My Account and Company Settings share one settings area with a sidebar, account sections and company sections side by side. General is now Login Info.

    Covered in Company SettingsMy Account

  23. Dedupely respects CRM API limits

    Dedupely reads each CRM's rate limits and slows down near them. If a limit runs out, that connection pauses with a warning icon and an alert, and merges caught by it are canceled rather than failed.

    Covered in How Syncing Works: Sync Times and Record Counts

  24. Auto Match, on every plan

    Auto Match scans a Duplicate Search for new duplicates on its own and emails a report when it finds some. Turn it on per search, and each user can turn the emails off. Trials and free accounts can run it too.

    Covered in Auto Match: Get Notified When New Duplicates AppearNotifications

  25. Excluded tab and Safety Settings

    Matches excluded by Safety Settings move to their own Excluded tab instead of returning to Matches. Set the rules per record type.

    Covered in Excluded Matches: Risky Matches Kept Out of Bulk MergesHow to Merge CRM Duplicates Safely

  26. Manual Review covers the whole record type

    A match sent to Manual Review leaves the Matches list, and the Manual Review tab shows every match in review for that record type, across all its Duplicate Searches.

    Covered in Manual Review: Set Aside Uncertain Matches to Review Later

  27. New Duplicate Searches start with fields

    A new Duplicate Search opens with visible fields chosen for its CRM, such as first name, last name, email and phone, instead of an empty table.

    Covered in Duplicate Searches: Set Your Own Duplicate Matching Rules

  28. Assigning users to a Duplicate Search is removed

    Duplicate Searches no longer have assigned users.

    Covered in Working as a Team in Dedupely

  29. CSV upload rebuilt

    CSV upload has a new flow and processes files faster. A file is searchable for matches as soon as it is imported, and matches exports carry each record's ID.

    Covered in How to Find and Merge Duplicates in a CSV or Spreadsheet

  30. Password expiry

    When your company sets a password expiry, users whose password is older than it are sent to reset it.

    Covered in Security Policy

  31. Rejected Matches

    Reject a match to keep it out of your results. Rejected Matches lists everything you rejected and lets you restore a match.

    Covered in Rejected Matches: Hide Records That Aren't Duplicates

  32. Exports arrive by email

    Matches and merges exports are sent to your email when they are ready.

    Covered in Merge History: See and Export Every Merge

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  • "This tool made a week long project take a few hours. Definitely a go-to for deduplication processes."

    Burchard JHubSpot User

    HubSpot Marketplace

Running CRM cleanup for clients? See the Partner Program