Duplicate Deals

Sven Braam
Sven Braam Member Posts: 11 VERIFIED MEMBER
Third Anniversary Name Dropper Photogenic First Comment
edited March 5 in Sales CRM #1

Is it possible to create a new sub-item under the "duplicate" section, where you not only can see duplicate Contacts, Companies - but also "deals" with the same identical unique name?

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Answers

  • Helio
    Helio Pipedrive Team Posts: 166 PIPEDRIVE TEAM
    Fifth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @Sven Braam,

    I hope you are doing well today!

    Currently, Pipedrive does not have a built-in feature to automatically detect duplicate deals. However, you can manually merge duplicates by following these steps:

    🔗 How to Merge Duplicates – Pipedrive Support

    If you’re looking for an automated solution, integrations like Dedupely can help by detecting duplicate deals and allowing you to merge them easily. Learn more about Dedupely here:

    🔗 Dedupely – Pipedrive Marketplace

    Let me know if you have any questions! 

  • Cloudify
    Cloudify Member Posts: 8 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    Pipedrive does not have a built-in option to detect duplicate Deals like it does for Contacts and Companies. However, you can create a workaround using Automation and Filters. Set up a custom field for a Unique Deal Name and use Pipedrive’s Workflow Automation to flag duplicates. The API can also be used to check for identical names and merge duplicates. Webhooks can trigger alerts when duplicates are found. Regularly reviewing Deal reports helps maintain clean data.

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