Put Your Pipedrive Deduplication Process on Autopilot
Smart Merge Records to Retain Important Customer Data
When merging duplicates, you probably worry about accidentally overwriting important data. Insycle allows you to determine which record is the “master record,” which fields are replaced during the merge, and set simple rules (such as the age of the record) for determining the master record during deduplication.
Using Insycle, you can identify and merge duplicates using any field in your Pipedrive database.
- Set simple rules for determining master records
- Filter identified duplicate records to select specific records
- Identify similar Pipedrive records, not just exact-match
- Merge duplicates in bulk with a full preview of changes
Merge Duplicates In Bulk or Case-By-Case
With Insycle, you’ll never need to worry about overwriting or losing your vital Pipedrive data. Using Insycle, you can merge identified duplicates in bulk or handle them one at a time, giving you full control over the process and merging of your duplicate contacts, organizations, and deals.
- Create custom rules for identifying duplicates by any Pipedrive field.
- Bulk merge duplicates using set rules or fields.
- Merge duplicates on a case-by-case basis
Automate Pipedrive Duplicate Contact, Organization, or Deal Processes
Insycle can not only identify duplicates using any field and merge them in bulk, but you can setup automated processes to run at regular intervals. Set up deduplication processes to run daily, weekly, or monthly. You can still preview changes before they go live!
- Schedule automated deduplication process at regular intervals
- Preview changes even while using automation
- Free your team to focus on the big-picture
Preview Changes Before They Go Live in PipeDrive
Review all Pipedrive deduplication changes before they go live. Ensure that duplicates are being merged correctly and that no important data is overwritten. With Insycle, you have a top-down view of the changes and can undo unwanted changes before they go live in Pipedrive.
- Preview Pipedrive deduplication merging changes before they go live.
- Ensure no important data is overwritten in the process.
- Collaborate with team members to identify issues.
Maintain a Single Customer View
Ensure your sales have the complete context for each customer’s interactions with your brand. Use Insycle’s powerful Pipedrive deduplication to maintain a single customer view and improve the experiences of prospects and customers.
- Fully understand a prospect’s engagement with your company.
- Improve personalization in your sales automation strategies.
- Deliver insightful context to sales reps to close more deals.
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Digital Marketing Manager at DRIVIN
“We can now keep all of our data neat and tidy in both our HubSpot and Salesforce instance from one platform. As the sole administrator, this has saved me hours and hours of time. We've also been able to improve our reporting metrics, as I now trust the data more than ever before.”
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