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Clean, reliable data makes everything easier. Dive into tips, tricks, and ideas to keep your CRM organized and running smoothly—it’s simpler than you think!

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How to choose which fields to match duplicates on in Pipedrive

How to choose which fields to match duplicates on in Pipedrive

Choosing the right fields determines how duplicates are identified in Pipedrive. This guide explains how to configure field-based matching logic using search.

February 24, 2026

Merge CRM records without losing data

Merge CRM records without losing data

Field-level merge rules let you control how each value is kept or replaced during a CRM merge. More accurate merges, fewer reviews, and logic you can scale.

February 12, 2026

The limits of native deduplication in CRMs

CRM Organization

The limits of native deduplication in CRMs

Why native CRM deduplication misses real duplicates, and how to fix it with custom matching in Dedupely.

February 9, 2026

Why every CRM migration needs deduplication first

Why every CRM migration needs deduplication first

CRM migrations get messy fast when duplicates come along. Early deduplication keeps reports clean, automations working, and support tickets down.

December 11, 2025

Why every CRM implementation should start with deduplication and keep it running

Why every CRM implementation should start with deduplication and keep it running

Start every CRM setup with deduplication and keep it active to avoid rework, failed logic, and fragmented data.

December 8, 2025

What causes mismatch between HubSpot and Dedupely duplicates

What causes mismatch between HubSpot and Dedupely duplicates

How match logic shapes duplicate counts across tools.

October 22, 2025

How to scale CRM deduplication across clients without manual review

How to scale CRM deduplication across clients without manual review

Scale CRM deduplication for your clients with match logic, not manual review

October 20, 2025

How your client's CRM context shapes deduplication logic

How your client's CRM context shapes deduplication logic

Build match logic that reflects your client's CRM context.

October 17, 2025

Build a Search Pad system to find all your duplicates

Dedupely Insights

Build a Search Pad system to find all your duplicates

How to adjust match logic across multiple Search Pads.

October 13, 2025

The fastest way for agencies to run short-term deduplication

The fastest way for agencies to run short-term deduplication

How agencies run one-off deduplication projects with Dedupely's Partner Program.

October 8, 2025

A new ID is created every time you merge in HubSpot

A new ID is created every time you merge in HubSpot

How HubSpot handles contact IDs after merges, and what that means for your setup.

October 10, 2025

Turn CRM deduplication into a billable service for your agency

Turn CRM deduplication into a billable service for your agency

Structure CRM deduplication as a billable, repeatable service for your agency.

October 6, 2025

Deduping multiple clients' CRMs from Dedupely

Deduping multiple clients' CRMs from Dedupely

Centralize deduplication across clients with Dedupely's Partner Program.

October 3, 2025

Protect fields when merging duplicates in Pipedrive with Dedupely

Protect fields when merging duplicates in Pipedrive with Dedupely

Control which fields survive a merge in Pipedrive using Dedupely's merge rules.

October 1, 2025

Dedupe a client's CRM without losing key data

CRM Organization

Dedupe a client's CRM without losing key data

How consultants and agencies can deduplicate customer's CRMs without losing important data.

October 1, 2025

What is a duplicate?

CRM Organization

What is a duplicate?

How to define what a duplicate is based on your CRM’s fields, usage, and logic.

September 29, 2025

Manage recurring duplicates from CRM integrations

CRM Organization

Manage recurring duplicates from CRM integrations

How to manage recurring duplicates from integrations with the right match logic and automation.

September 26, 2025

How to merge CRM records without losing important data

CRM Organization

How to merge CRM records without losing important data

Learn how to merge CRM records safely by protecting context, applying field-level rules, validating results before automation, and using backups or history logs.

September 19, 2025

You don’t need a project plan to clean your CRM

CRM Organization

You don’t need a project plan to clean your CRM

A small start is all it takes to spot duplicates, build momentum, and and rebuild trust in your data.

September 15, 2025

How to correctly identify all duplicates in your CRM

Dedupely Insights

How to correctly identify all duplicates in your CRM

This guide explains how to identify CRM duplicates by using reliable fields, applying match options like exact or fuzzy, testing logic to avoid errors, and.

September 17, 2025

The ultimate guide to Salesforce deduplication with Dedupely

The ultimate guide to Salesforce deduplication with Dedupely

The complete guide to Salesforce deduplication (and the free playbook to run it).

August 20, 2025

The complete Salesforce data governance guide

The complete Salesforce data governance guide

A governance roadmap to prevent, clean, and maintain Salesforce data quality.

August 29, 2025

Cleanup your Salesforce inherited org with Dedupely

Cleanup your Salesforce inherited org with Dedupely

A step-by-step plan to manage duplicates in inherited Salesforce orgs, using Dedupely.

August 26, 2025

Matching and merging Salesforce duplicates with Dedupely

Matching and merging Salesforce duplicates with Dedupely

Learn to match Salesforce duplicates and merge them into one record.

August 25, 2025

Auto merge duplicates in Salesforce using Dedupely

Auto merge duplicates in Salesforce using Dedupely

Step-by-step guide to Salesforce auto merge using Dedupely.

August 22, 2025

Your first 45 minutes with Dedupely for Salesforce

Your first 45 minutes with Dedupely for Salesforce

Set up Dedupely and run your first Salesforce merge in 45 minutes

August 21, 2025

Bulk merge duplicates in Salesforce using Dedupely

Bulk merge duplicates in Salesforce using Dedupely

Bulk merge in Dedupely lets you clean Salesforce records at scale without losing control.

August 15, 2025

Find hidden duplicates in Salesforce with Dedupely using domain root

Find hidden duplicates in Salesforce with Dedupely using domain root

Find all your Salesforce duplicates, even the hidden ones, with Dedupely's Domain Root match.

August 11, 2025

The complete guide to Search Pads in Dedupely

Dedupely Insights

The complete guide to Search Pads in Dedupely

Search Pads are where you define what a duplicate is in Dedupely.

How primary records work when merging in HubSpot with Dedupely

How primary records work when merging in HubSpot with Dedupely

How Dedupely follows HubSpot’s logic to determine which record becomes primary.

Guide to deduplication in Pipedrive using Dedupely advanced merging

Guide to deduplication in Pipedrive using Dedupely advanced merging

This guide shows how to use Dedupely inside Pipedrive to match, review, and merge duplicates with control over fields, merge timing, and what gets kept.

What happens when you merge in Dedupely for CSV

Dedupely Insights

What happens when you merge in Dedupely for CSV

The top row in each match group wins. Dedupely gives full control to test logic, apply rules, and clean data before importing, no CRM connection needed.

What happens when you merge in Dedupely for Pipedrive

What happens when you merge in Dedupely for Pipedrive

Merges keep the oldest ID but use the newest field values. Dedupely respects that logic while letting you set rules, run in bulk, and preview outcomes.

What happens when you merge in Dedupely for Salesforce

Dedupely Insights

What happens when you merge in Dedupely for Salesforce

Dedupely follows your existing Salesforce config, including duplicate rules and field logic, merging at scale without overriding how your CRM is set up.

What happens when you merge in Dedupely for HubSpot

Dedupely Insights

What happens when you merge in Dedupely for HubSpot

Dedupely mirrors HubSpot’s merge logic: oldest ID wins, read-only fields stay locked, and editable fields follow your rules, giving control without breaking.

Testing merge logic with CSVs

Testing merge logic with CSVs

Use Dedupely’s CSV upload to test merge logic before syncing. It lets you compare records, refine match settings, and validate results, without risking changes.

Ultimate HubSpot Deduplication Guide

Ultimate HubSpot Deduplication Guide

From duplicate prevention to automation, this guide covers everything you need to manage HubSpot duplicates and improve your data quality.

Ultimate Salesforce Duplicate Management Guide (Best practices)

Ultimate Salesforce Duplicate Management Guide (Best practices)

Solve Salesforce duplicates with confidence! This guide breaks down the causes, costs, and solutions for keeping your CRM clean.

December 6, 2019

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"The data in our CRM is much cleaner thanks to this App. Easy to use and relatively inexpensive."

H Chitty

H Chitty

HubSpot User

HubSpot Marketplace

"I do recommend! A++ Pretty easy to use. Adequate reporting. SUPERB CUSTOMER SUCCESS!"

Alina T

Alina T

Sales Operations Specialist, FieldBee

51–100 employees

"Great tool that works as promised. Great customer support - Nestor was super helpful onboarding."

R McNaught

HubSpot User

HubSpot Marketplace

"It prioritizes merging while keeping key data. Highly recommended for anyone using Pipedrive integration."

John K

John K

Head of Marketing, David J Anderson School of Management

Pipedrive user

"The app worked great and helped me a lot with hundreds of duplicates in Pipedrive."

Samo J

Samo J

Founder & CSO, TapHome

Pipedrive user

"Superior deduping logic with excellent support - highly recommend for cleaning up messy HubSpot records."

M Weppner

M Weppner

"Dedupely was incredibly easy to set up, and the support team replied almost instantly each time I reached out. In just a few

Yuliya

Pipedrive User

Pipedrive Marketplace

"Incredibly effective at tackling massive duplicate data cleanup - exactly what we needed."

D Wright

HubSpot User

HubSpot Marketplace

"The application works great and [...] their customer support was responsive and helped me get on the right track!"

Shawnee K

Salesforce User

Salesforce AppExchange

"Worked as expected and Nestor at Customer support was extremely helpful walking me through some nightmare duplicate issues."

DiBlasio S

HubSpot User

HubSpot Marketplace

"I was really pleased with Dedupely. It's highly configurable and works well when used manually or for automated deduping."

Laura R

Salesforce User

Salesforce AppExchange

"It couldn't have been much easier to connect to HubSpot and run my first dedupe."

Emily K

Mercy Housing

HubSpot user

"It did more than I expected. Support is great!"

Paweł S

Pipedrive User

Pipedrive Marketplace

"Dedupely helped us to quickly de-duplicate hundreds of records, with a level of transparency that gives you confidence..."

Grattan H

Pipedrive User

Pipedrive Marketplace

"Our customers want to achieve great results fast. Everybody at HubSpot already knows what Dedupely can do..."

Scott B

Scott B

VP Platform Ecosystem, HubSpot

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

Burchard J

HubSpot User

HubSpot Marketplace

"It took away the huge headache we had of merging over 27,000 duplicate contacts."

Sean B

Sean B

Managing Director, Legal CPD

"Most of all, our team has been impressed by the way the Dedupely Customer Success team consistently goes above and beyond."

Isaac J

Salesforce User

Salesforce AppExchange

"Great support. They are on top of things, and answer questions very quickly."

Larry D

Pipedrive User

Pipedrive Marketplace

"Works really well, support is A++++++"

Andy G

Pipedrive User

Pipedrive Marketplace

"We had 300k records in our CRM. Despite the large amount, Dedupely was perfect. The support was especially outstanding."

Simon W

Simon W

Tillhub

~50 employees

"Worked very simply and effectively and suited my budget [...] Very happy to recommend a good app and integration."

Allan R

Allan R

Co-founder & Managing Director, Target3D

11–50 employees

"Dedupely was huge in improving the quality of my CRM database. It saved me hours of manual merging."

Marco S

Marco S

Information Systems Manager, Efecte

~200 employees

"Fantastic time saver with great filters - auto and bulk merging made so much easier!"

A Team

A Team

HubSpot User

HubSpot Marketplace

"It helped us clean up a giant mess of duplicates after migrating to HubSpot from our old CRM."

J Eddie

HubSpot User

HubSpot Marketplace

"Perfect solution that delivers exactly as promised. Does exactly what we need it to. Great tool."

A Grogan-Crane

HubSpot User

HubSpot Marketplace

"In a matter of maybe 30 minutes [...] Dedupely automatically took care of my dupes and merge needs. So happy I found it."

Wasmer D

HubSpot User

HubSpot Marketplace

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