Setup guide for CleanMerge

We handle CRM dedup for you — no data team required. The flagship offering is Warehouse Sync — pulling data from your warehouse into HubSpot Contacts and Companies without creating duplicates, using the same fuzzy/AI matching described on our pricing page. This guide covers the free piece anyone can install today: a workflow action that normalizes CRM field values — names, phone numbers, and domains — directly inside your existing workflows.

• Automatically title-case contact and company names as part of a lead-routing or import workflow.
• Extract a clean root domain from a website URL for company matching or segmentation.
• Convert phone numbers to a consistent E.164 format before sending them to SMS or calling tools.

Want the full Warehouse Sync setup? See Pricing or email jay@kinetify.com — it's a managed setup, not a self-serve toggle, so it starts with a conversation rather than an install button.

Install the app

1. Click the button below to start installation.
   Install CleanMerge
2. You'll be redirected to HubSpot's account chooser. Select the HubSpot account you want to connect.
3. Review the requested scopes on the consent screen.
   Scopes requested: a base identity scope to connect your account, plus read/write access to Companies and Contacts. These support the internal duplicate-matching engine and Warehouse Sync (see Shared Data for exactly how) — the free workflow action itself does not read or write CRM records directly.
4. Click Connect app.
5. You'll land on a confirmation page reading "CleanMerge is connected." Installation is complete.

Configure the app

CleanMerge requires no additional configuration after installation. As soon as it's connected, the CleanMerge: Normalize CRM Data action becomes available in any workflow in that HubSpot account.

Use the app

1. In HubSpot, go to Automation → Workflows.
2. Create or open a workflow that enrolls Contacts, Companies, Deals, or Tickets.
3. Click the + icon to add an action, then search for CleanMerge.
4. Select CleanMerge: Normalize CRM Data.
5. Set Input text to the property (or static value) you want to normalize.
6. Choose a Transformation:

   Transformation	Example
   Proper Case	JANE doe → Jane Doe
   Uppercase	jane doe → JANE DOE
   Lowercase	JANE DOE → jane doe
   Extract Domain	https://www.acme.com/about → acme.com
   Format Phone (E.164)	(312) 555-0199 → +13125550199
   Split First Name	Jane Doe → Jane
   Split Last Name	Jane Doe → Doe

7. Save the workflow.

When a record reaches this step, CleanMerge runs the transformation and returns the result as Normalized text, which later workflow actions (e.g. "Set property value") can use. If a value can't be transformed (e.g. an unparseable phone number), CleanMerge returns the original value with an error status rather than failing the workflow.

Warehouse Sync (managed)

Warehouse Sync pulls rows from your data warehouse into HubSpot Contacts and Companies on a schedule. Every incoming row is checked against your existing HubSpot records with the same fuzzy/AI matching CleanMerge's duplicate-detection engine uses — confident matches update the existing record, ambiguous ones are queued for a quick human approve/reject, and only genuinely new rows create a new record. See Pricing for what's included.

This isn't a self-serve toggle yet: setup means emailing jay@kinetify.com, telling us what warehouse and data you want synced, and we configure the connection and field mapping with you directly.

Disconnect the app

1. In HubSpot, go to Settings → Integrations → Connected Apps.
2. Find CleanMerge in the list and click into it.
3. Click Remove, then confirm.

Uninstall the app

Removing a connected app in HubSpot (above) also uninstalls it. For general guidance on managing or removing connected apps, see HubSpot's Manage your connected apps article.