MergePulse for Pipedrive

Setup guide

MergePulse adds a panel to the sidebar of Pipedrive person, organization and deal pages, and a duplicate scanner to its app settings page.

Install it as a Pipedrive admin, or a user with permission to merge and edit people, organizations and deals. Merges run with the permissions of the user who installed the app.

1. Install

  1. Click Install now on the MergePulse listing in the Pipedrive Marketplace, or open pipedrive.puzaricloud.in/oauth/install.
  2. Review the access MergePulse asks for and click Allow and install:
    • contacts:full: read, create, update and merge people and organizations, their notes and followers.
    • deals:full: read deals, move them between people/organizations, merge and restore deals and their participants.
    • activities:full: move activities back to the restored record when you undo a merge.
    • search:read: search for a record to merge from the panel.
  3. You land on a page confirming the install. There is no separate MergePulse account.

2. Use it

Merge from a record

  1. Open the person, organization or deal you want to keep. The MergePulse panel in the sidebar lists possible duplicates.
  2. Click Merge into this person (or organization, deal) next to a duplicate, or search for another record, then confirm.

Scan the whole account

Open Tools and apps > Marketplace apps > MergePulse > Settings (the app settings page). Pick People, Organizations or Deals and click Scan. For each group, choose the record to keep and click Merge the others into the selected one.

Undo a merge

  1. Open the kept record. The panel shows Merge history.
  2. Click Undo and confirm.

Restored people and organizations get a new ID, because Pipedrive can't bring back a merged-away person or organization. A merged-away deal is restored with its original ID when Pipedrive still allows it.

Not moved back: files and linked emails (and deal products). They stay on the kept record. Merges made with Pipedrive's own Merge button can't be undone, because nothing was saved before them.

Plans

Free includes unlimited scans and merges and 3 undos a month; the panel shows how many you've used. Pro removes the limit: see pricing.

3. Uninstall

  1. In Pipedrive, go to Tools and apps > Marketplace apps (or Settings > Installed apps).
  2. Open MergePulse and click Uninstall.

Pipedrive tells MergePulse, and we delete your tokens and saved merge snapshots, so merges can no longer be undone. Snapshots are also deleted 90 days after each merge. Uninstalling doesn't cancel a Pro subscription; see pricing.

Help

Email support@puzaricloud.in. We answer in English within one business day.