Discover how to merge duplicate records in Pipedrive for clean, accurate data. Safeguard data integrity, improve efficiency, and boost sales
When creating a new deal, ensure you're not accidentally creating duplicate contacts or organizations
Instead, let Pipedrive finish searching for existing contacts or organizations
If you see the desired contact in the search results, click it to link the existing contact to your deal
Importing Data without Duplicates
When importing data, choose the "Merge Data" option
Ensure your spreadsheet contains data fields like phone numbers, emails, or addresses
Ensure your spreadsheet contains data fields like phone numbers, emails, or addresses to help Pipedrive identify duplicates during import.
Pipedrive will identify duplicate contacts or organizations and highlight them.
Click on a duplicate contact or organization
Review the information and select which record to keep as the primary one
Click "Merge" to combine the data from both records
Using Third-Party Tools (Optional)
For handling a large number of duplicates efficiently, consider using third-party tools like "Dedupely"
Dedupely allows bulk merging and offers various criteria for identifying duplicates
Safeguard your data's integrity in Pipedrive by mastering the art of merging duplicates. Elevate your sales game with clean, accurate information!