Note: The 'Recommendations' product is in a closed Beta at the moment. If you wish to gain access, please contact your account manager.

Card type: Cleaning

Every hour, we'll check your CRM to spot duplicate organizations that have been created. Whenever an issue arises, you will receive a recommendation card where both organizations are shown.

Clicking on the 'See in CRM' button brings you to the organization in your CRM and allows you to clean it up immediately.

When you're done, simply click on 'Dismiss card' to remove it from your list of recommendations.

Note that the terminology for "Organization" differs from CRM to CRM:

  • In Pipedrive: "Organization"

  • In HubSpot: "Company"

  • In Salesforce: "Account"

Did this answer your question?