A step-by-step guide to integrate Dedupely with Pipedrive, run your first deduplication, and keep your CRM data accurate with ongoing sync and merge options.
How to integrate Dedupely with Pipedrive
Integrating Dedupely with Pipedrive enables you to identify and merge duplicates, keeping your CRM data clean and efficient. This guide walks you through the setup process and provides additional resources.
Step 1: Log in to Dedupely
- Visit dedupe.ly and log in to your Dedupely account.
- If you don’t have an account yet, check out our guide on How to Create an Account to get started.
Step 2: Connect Pipedrive to Dedupely
- If you haven’t connected a CRM yet, Dedupely will automatically prompt you to connect one. Select Pipedrive from the available CRM options and follow the steps to grant permissions.
- 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 Pipedrive to add another Pipedrive account.
- Dedupely will redirect you to Pipedrive’s login page. Enter your credentials and authorize Dedupely to access your data securely.
Tip: If you manage multiple CRMs for clients or customers, consider joining our Affiliate Program or Partner Program for additional benefits.
Step 3: Configure Sync Settings
- Once connected, choose the objects you’d like Dedupely to sync:
- People
- Organizations
- Deals
- Select the entire object for syncing. For example, if you choose People, Dedupely will sync all records under that category.
Side Note: Dedupely charges based on the total number of records you sync. Partial syncing (e.g., a subset of People) is not available. For details on our subscription plans, visit our Pricing page.
- Start the initial sync. This may take a few minutes, depending on the size of your Pipedrive database.
Tip: For more detailed instructions on syncing objects, see our guide: Syncing Records with Dedupely.
Step 4: Run your first deduplication scan
- After the sync is complete, navigate to the Searches section in Dedupely.
- Create a new deduplication search:
- Select the object (e.g., People) and fields to match (e.g., email, name, phone).
- Use default settings for a quick start or customize the search to fit your needs.
- Click Run Search to begin identifying duplicates in your Pipedrive database.
Note: For detailed guidance on setting up and interpreting deduplication scans, visit Finding Duplicates.
Step 5: Merge duplicates
- 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 Pipedrive. If you have questions about merging in Pipedrive, visit the official Pipedrive Knowledge Base: Pipedrive Merging Guide.
Step 6: Ongoing maintenance
- Schedule regular deduplication scans to keep your Pipedrive database clean.
- Explore advanced settings like custom deduplication rules to match your business needs.
Troubleshooting Pipedrive integration issues
If you encounter any issues during the integration process:
- Verify that you’ve granted Dedupely the correct permissions in Pipedrive.
- Check your Pipedrive API 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 Pipedrive integration is now live. Start running deduplication scans to optimize your CRM data. For more information, explore our Quick Setup Guide or Pipedrive Best Practices.
Happy deduplicating! 🎉