Merge Duplicates Functionality Proposed Improvement
New to the Pipedrive Community and found a proposed functionality improvement that the team here at TurnSignl would greatly value.
Two things could be added to the 'Merge Duplicates' functionality that could great improve user experience.
1) Adding a 'Merge All' button
2) Allowing users to customize the fields that are used to determine if a suggested duplicate contact or account is truly duplicative.
An example of a helpful unique field that is very predictive of whether a contact or account is duplicative would be their LinkedIn profile URL. John Smith will come up with hundreds of potential matches, but John Smith LinkedIn Profile URL would be a unique identifier that could quickly separate the true match from the hundred of potential matches.
Hope this helps!
Damian Wilson
Comments
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Hi @Damian Wilson - Have you used Dedupely?
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We would highly appreciate that, too. Checking for duplicates by email only or even by name only would be very valuable for our data cleaning processes.
One addition: If we could then additionally apply that to only a fraction of the data, e.g., to only the contacts added in the last week, that would be a dream come true!
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Sven Amann said:
We would highly appreciate that, too. Checking for duplicates by email only or even by name only would be very valuable for our data cleaning processes.
One addition: If we could then additionally apply that to only a fraction of the data, e.g., to only the contacts added in the last week, that would be a dream come true!
Hi Sven!
Try Dedupely.
Best,
Amit
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Sven Amann said:
We would highly appreciate that, too. Checking for duplicates by email only or even by name only would be very valuable for our data cleaning processes.
One addition: If we could then additionally apply that to only a fraction of the data, e.g., to only the contacts added in the last week, that would be a dream come true!
Thanks. I know I can throw more money at the problem (after I get clearance to use yet another service). However, why not improve a feature that is already there? Especially because engineers can already change the "duplicate criteria" in the backend, making this available to end users seems an obvious improvement.
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Hey @Damian Wilson,
Not sure if this is still a problem for you as its been a little while.
With the Merge Duplicates feature, Pipedrive 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. This will catch many duplicates, but yea there will be many that slip through for a variety of reasons, and the lack of a bulk merge is definitely not ideal.
I also wanted to mention that Insycle (full disclosure, I work for them as a product marketer) allows you to bulk merge people, organizations, and deals. You can create custom rules for identifying duplicates, using any Pipedrive field as a potential matching field (plus advanced matching options like exact/similar matching).
Then you can choose how data is retained on a field-by-field level. So for example you could:
- Keep the Job Title from the record in which it was most recently updated
- Keep lead status/pipeline data from the record that was furthest along
- Collect any notes across all merged duplicates in a custom notes field
Hope that helps!
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