Pipeliner CRM Integration with Dedupely
Dedupely streamlines the time consuming task of finding and merging duplicate contacts, accounts, opportunities and more. Duplicate dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. eventually spreads across your entire database making it hard for your team to find the relevant data when its needed. Dedupely helps you properly find, merge and carry over associated data. Save your team hours in searching, matching and merging.
- Use a number of scan rules to help Dedupely efficiently find your duplicates
- Avoid merging contacts from other owners and permission levels
- Merge data in bulk, per page or per duplicate group
- Once setting the correct parameters, you can enable Dedupely to automatically merge future duplicates on a daily basis
How to Get Started
- Sign up at the website for an accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company.
- Connect your PipelinerSales account using your API credentials
- Wait for Dedupely to download and scan your data
- Tweak your scan settings until matches look correct
- Begin merging your duplicates
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.