Dedupify on OrangeMage Knowledge Base

Installation & First Run

Mon, 01 Jan 0001 00:00:00 +0000

Installation & First Run#

Get Dedupify running in your HubSpot portal to start finding duplicates across your CRM. Installation takes only a few minutes.

Requirements#

You must be a Super Admin in your HubSpot portal, or a user your Super Admin has granted install rights, to complete the OAuth flow.
To edit Dedupify settings after installation, your HubSpot user must have the Integrations permission with Write access. Users without it can view settings but cannot save changes.

Installation Steps#

Initiate the Install: Navigate to orangemage.ai and click Install Dedupify. You will be redirected to the HubSpot OAuth authorization page.
Select Your Portal: Choose the HubSpot portal where you want to install Dedupify.
Grant Permissions: Review the requested permissions. Dedupify requires read/write access to the CRM objects it manages — Contacts, Companies, Deals, and Tickets. Click Connect App.
Land on Settings: After OAuth completes, you are redirected to the Dedupify settings page inside HubSpot. From here you activate object types and configure your first matching rules.

Note: Dedupify is installed from orangemage.ai, not from the HubSpot App Marketplace.

Match Rules & Recipes

Mon, 01 Jan 0001 00:00:00 +0000

Match Rules & Recipes#

A match rule is a named set of field comparisons that together define one kind of duplicate. Dedupify evaluates every rule you enable for an object type and surfaces candidate pairs that score above your configured threshold.

The Rules tab, showing active match rules and their strength badges.

What Makes Up a Rule#

Each match rule has:

Supported Properties

Mon, 01 Jan 0001 00:00:00 +0000

Supported Properties#

When you add a field rule to a match rule, you pick a property and Dedupify applies the right comparison logic for that field type automatically. You never choose an algorithm. This page catalogs every supported recipe and helps you understand which properties make for reliable duplicate detection.

Choosing a property automatically applies the right matching recipe.

Choosing the Right Properties#

Strong identifiers — email, phone, domain, LinkedIn URL, and external/CRM IDs — make reliable anchors for any rule. When a rule is built on at least one strong identifier, it tends to score Good or Strong and produces far fewer false positives than name- or text-only rules.

Review Thresholds & Auto-Merge

Mon, 01 Jan 0001 00:00:00 +0000

Review Thresholds & Auto-Merge#

Every match rule has two thresholds: one that controls what you see in the review queue, and an optional second one that lets Dedupify merge pairs automatically when confidence is high enough.

A rule’s review-threshold presets and optional auto-merge settings.

The Review Threshold#

The review threshold sets the minimum confidence score a pair must reach before it appears in your review queue. Any pair scoring below it is ignored.

Reviewing & Merging Duplicates

Mon, 01 Jan 0001 00:00:00 +0000

Reviewing & Merging Duplicates#

Dedupify surfaces candidate pairs for your review based on the confidence score generated by your matching rules. You control whether to merge, skip, or dismiss each pair.

The Duplicates tab — review candidate pairs side by side.

Where the Review Queue Appears#

Your review queue is accessible in two places that share the same experience:

The Dedupify settings page — the Duplicates tab shows all open candidates across an object type in one place, ideal for bulk review sessions.
Individual CRM records — the Duplicates card on any contact, company, deal, or ticket record shows candidates specific to that record. Useful when you spot a potential duplicate while working in your CRM.

Object Settings: Survivorship & Safety

Mon, 01 Jan 0001 00:00:00 +0000

Object Settings: Survivorship & Safety#

Object Settings give you fine-grained control over how Dedupify presents duplicates for review and what happens during a merge. Settings are configured per object type — Contacts, Companies, Deals, and Tickets — on the Object Settings tab.

Survivorship and safety controls on the Object Settings tab.

Duplicate Review Property Display#

Choose which fields appear in the side-by-side comparison when you review a candidate pair, and set the order they display in.

How Scanning Works

Mon, 01 Jan 0001 00:00:00 +0000

How Scanning Works#

Dedupify finds duplicates through two complementary mechanisms: a full background scan that runs when you activate or update a rule, and continuous near-real-time monitoring that catches duplicates as your CRM changes.

A rule mid-scan, showing live progress.

Initial Scan#

Activating a match rule triggers a full background scan of all records for that object type. Dedupify works through every record in your portal and evaluates it against the rule.

Activity, Scans & Audit

Mon, 01 Jan 0001 00:00:00 +0000

Activity, Scans & Audit#

The Dedupify settings page includes an Activity tab where you can review everything that has happened — merges, rule changes, and scans. The Dedupify home app also surfaces an Activity Dashboard tab alongside the Manage Duplicates tab.

The Activity tab’s merge and scan history.

Merge History#

The Merges sub-tab lists every merge that has been executed and every time a rule was turned on or off. Each entry shows:

Plans, Pricing & Capacity

Mon, 01 Jan 0001 00:00:00 +0000

Plans, Pricing & Capacity#

The Plan & Billing tab — usage, buckets, and cost.

How Pricing Works#

Dedupify is priced by capacity — the number of records across the object types you have activated.

Billing cycle	Price
Monthly	$10 per month per 10,000-record bucket
Annual	$5 per month per 10,000-record bucket

Capacity is measured in 10,000-record buckets that round up. If your activated records total 10,001, you need 2 buckets; if they total 10,000, you need 1.

FAQ

Mon, 01 Jan 0001 00:00:00 +0000

Frequently Asked Questions#

Which records can Dedupify deduplicate?#

Dedupify supports Contacts, Companies, Deals, and Tickets. Each object type is activated and configured independently — you can run Dedupify on Contacts without activating it for Deals, for example.

Merging is within an object type only. Contacts merge with Contacts, Companies with Companies, and so on. Cross-object merging is not supported.

Does Dedupify merge records automatically?#

No, not by default. Every new match rule starts in review-only mode — all candidate pairs require manual approval before anything is merged.