HubSpot Integration Guide

A step-by-step guide to integrate Dedupely with HubSpot, run your first deduplication, and keep your CRM data accurate with ongoing sync and merge options.

How to integrate Dedupely with HubSpot

Integrating Dedupely with HubSpot allows you to streamline your deduplication process and maintain clean, accurate data within your CRM. This guide walks you through the setup process and provides tips for a successful integration.

Step 1: Log in to Dedupely

  1. Visit dedupe.ly and log in to your Dedupely account.
  2. If you don’t have an account yet, check out our guide on How to Create an Account to get started.

Step 2: Connect HubSpot to Dedupely

  1. If you haven’t connected a CRM yet, Dedupely will automatically prompt you to connect one. Select HubSpot from the available CRM options and follow the steps to grant permissions.
  2. If you’ve already connected a CRM and want to add another one:
    • Go to the CRM Log in the left-hand menu.
    • Click Connect New App, and select HubSpot to add another HubSpot account.
  3. Follow the on-screen instructions to authorize Dedupely’s access to your HubSpot portal. This ensures that Dedupely can sync and deduplicate your data securely.
Tip: If you manage multiple CRMs for your customers (e.g., as an agency), consider joining our Affiliate Program or Partner Program to unlock additional benefits for managing client accounts.

Step 3: Configure sync settings

  1. Once connected, choose the objects you’d like Dedupely to sync:
    • Contacts
    • Companies
    • Deals
  2. Select the entire object for syncing. For example, if you choose Contacts, Dedupely will sync all contact records in HubSpot.
Side Note: Dedupely charges based on the total number of records you sync. For details on our subscription plans, visit our Pricing page.
  1. Start the initial sync. This process may take a few minutes depending on the size of your HubSpot database.
Tip: For more detailed instructions on syncing objects, see our guide: Syncing Records with Dedupely.

Step 4: Run your first deduplication scan

  1. After the sync is complete, navigate to the Searches section in Dedupely.
  2. Create a new deduplication search:
    • Select the object (e.g., Contacts) and fields to match (e.g., email, name, phone).
    • Use default settings for a quick start or customize the search to fit your needs.
  3. Click Run Search to begin identifying duplicates in your HubSpot database.
Note: For detailed guidance on setting up and interpreting deduplication scans, visit Finding Duplicates.

Step 5: Merge duplicates

  1. Once duplicates are identified, you can merge them using Dedupely:
    • Manual merge: Review and merge duplicates one by one for precision.
    • Bulk merge: Select multiple duplicates and merge them in bulk to save time.
    • Automated merge: Set up automation rules for continuous deduplication without manual intervention.
Note: All merging happens natively within HubSpot. If you have any questions about how merging works in HubSpot, visit the official HubSpot Knowledge Base: HubSpot Merging Guide.

Step 6: Ongoing maintenance

  • Schedule regular deduplication scans to keep your HubSpot database clean.
  • Explore advanced settings like custom deduplication rules to match your business needs.

Troubleshooting HubSpot integration issues

If you encounter any issues during the integration process:
  • Verify that you’ve granted Dedupely the correct permissions in HubSpot.
  • Check your HubSpot API usage limits, as exceeding them may impact syncs.
  • Restart the sync if data isn’t appearing correctly in Dedupely.
For additional support, reach out to our team via chat or book a Zoom session. Zoom with Support.

Next Steps

Congratulations! Your Dedupely and HubSpot integration is now live. Start running deduplication scans to optimize your CRM data. For more information, explore our Quick Setup Guide or HubSpot Best Practices.
Happy deduplicating! 🎉