Problem with Duplicate detection

Michel Wagner
Michel Wagner Member Posts: 6
5 Likes Name Dropper First Comment Photogenic
edited September 2022 in Sales CRM #1

Hello community,

I got a problem with the duplicate detection.

As I understand, the duplicate detection recognizes contact duplicates by checking the contact-names. But here starts my problem.

For example, I got those two contacts (with NAME and EMAIL):

  1. | Harry Potter | [email protected]
  2. | Ron Weasley | [email protected]

Now the duplicate detection do NOT recognizes that the email is beeing used by two different contacts just because the contact-NAME is not the same.

And here's my question: Is there a way to get Pipedrive recognizing multiple used emails within contacts when checking for duplicates?

Greetings

Michel Wagner

Comments

  • Daniel Dubalski
    Daniel Dubalski Member Posts: 15
    5 Likes First Anniversary Name Dropper First Comment

    Hi Michael,

    We are experiencing the same problem, especially when importing contacts or just activities on existing contacts - it always creates duplicates. We are currently still solving this either not at all or manually.

    But in Pipedrive's marketplace there is a connection to Dedupely, which I heard supposedly solves this problem. I have not looked into it myself yet, but maybe someone can share some of his / her experience?

    Cheers,

    Daniel

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary

    Hi @Michel Wagner, You can get around this limitation using Dedupely even though it requires you to sign up for another service. But it works great for duplicate detection.

    Another place to fix duplicate detection is when adding contacts using automation tools like Make/Integromat or Zapier. In Zapier, you can use 'find or create a person', and in Make/Integromat you can first try to search for a person with the same email before creating one.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

  • Michel Wagner
    Michel Wagner Member Posts: 6
    5 Likes Name Dropper First Comment Photogenic

    Hi @Daniel Dubalski & @Amit Sarda,

    thank you for mentioning the market place. I completely forgot that there could be another solution outside of Pipedrive.

    And yes, Dedupely does the job. We tried it and it's very powerful in finding duplicates across all possible variables. It's just a little frustrating that Pipedrive can't do such a basic task by itself and therefore you have to pay extra for a thirdparty solution. I mean 40$/month (or 300$/year) is not what I would call "small money" in these days ...

    But yeah, thanks for your help. And if you're thinking about using Dedupely yourself, @Daniel Dubalski: I highly recommend it. As I said, it's very powerful.

    Greetings,

    Michel Wagner

  • Ryan Bozeman
    Ryan Bozeman Member Posts: 12
    First Comment First Anniversary Name Dropper Integration Partner

    Hey @Michel Wagner

    Pipedrive will monitor duplicates using the Merge Duplicates feature. There, it will look to see if your contacts have the same name and one of the following: the same phone number, the same email address, or are part of the same organization.

    I believe this is exact match only, so it won't catch everything.

    I wanted also to mention that Insycle (and full disclosure, I work for them) could help you to catch more duplicates. Insycle allows you to use any Pipedrive field as a potential matching field, along with advanced matching features such as Exact/similar matching. You also have full control over the resulting merged master record, using rules for the master record as a whole, and even setting rules for retaining data on a field-by-field basis.

    Hope that helps!

    Best,

    Ryan