PIPEDRIVE DUPLICATES TOOL

Challenges We Faced

Managing data at scale often leads to “CRM bloat,” where duplicate entries create confusion and hinder efficiency. Flowium faced several operational hurdles:

Data Fragmentation: Duplicate records for organizations and people led to split communication history and lost context.

Manual Cleanup Fatigue: The standard Pipedrive tools were insufficient for the agency’s scale, requiring hours of manual searching and merging.

Detection Complexity: Simple tools often miss “partial matches” (e.g., small spelling variations or different email formats), leaving the database messy.

Productivity Loss: The sales team was losing valuable time navigating duplicate leads rather than closing deals.

 Solution

Advanced Detection Logic

Our tool goes beyond basic searches by distinguishing between exact matches and partial matches, ensuring no duplicate organization, person, or lead goes unnoticed.

Dual-Mode Merging:

Manual Control

We built a user-friendly interface that allows team members to review potential matches and merge them with a single click.

Automated Daily Merges

For high-confidence matches, the tool performs daily automated merges via the Pipedrive API, keeping the database clean 24/7 without human intervention.

Seamless API Integration

The tool communicates directly with Pipedrive, ensuring all data changes are reflected instantly across the sales ecosystem.