Lead Management and Customer AcquisitionPurpose
1.2. Prevent multiple sales reps from contacting the same lead and unify communications for a streamlined experience.
1.3. Merge lead records while preserving historical activities, communications, and relevant attachments.
1.4. Enhance reporting accuracy and campaign effectiveness by maintaining unique lead data.
1.5. Reduce manual data cleanup efforts and ensure efficient resource allocation within the business.
Trigger Conditions
2.2. Update to existing lead record (name, email, phone, or company change).
2.3. Lead import from CSV, Excel, or third-party source.
2.4. Scheduled scan (e.g., daily/weekly) for the entire lead database to identify duplicates.
2.5. Manual user-triggered search for duplicates within a lead management dashboard.
Platform variants
3.1 Salesforce
• Feature/Setting: Duplicate Rules and Matching Rules (API: /services/data/vXX.X/sobjects/Lead)
• Configure rule to compare email/phone; auto-merge using “Merge Leads” API endpoint.
3.2 HubSpot
• Feature/Setting: CRM API (endpoint: /crm/v3/objects/contacts/batch/read)
• Use custom workflow to detect by email; utilize “Merge Contacts” API.
3.3 Zoho CRM
• Feature/Setting: Leads API (endpoint: /crm/v2/Leads/search)
• Automate search for potential duplicates; trigger “mergeRecords” API command.
3.4 Pipedrive
• Feature/Setting: Persons API (GET /persons/search)
• Script to identify similar leads; “Merge” using POST /persons/{id}/merge.
3.5 Microsoft Dynamics 365
• Feature/Setting: Web API (GET /api/data/v9.0/leads)
• Duplicate detection via plugin; auto-merge records with PATCH requests.
3.6 Freshsales
• Feature/Setting: Contacts API (GET /api/contacts/duplicate_detection)
• Merge via /api/contacts/merge after detection.
3.7 Insightly
• Feature/Setting: Leads API (GET /v3.1/Leads/Search)
• Compare custom fields; use “Merge” API to consolidate records.
3.8 Copper
• Feature/Setting: People API (GET /v1/people/search)
• Flag possible duplicates; trigger “merge” via POST /v1/people/{id}/merge.
3.9 ActiveCampaign
• Feature/Setting: Contacts API (GET /api/3/contacts)
• Detect matched email/phone; use “merge” via API for consolidation.
3.10 Keap (Infusionsoft)
• Feature/Setting: REST API (/contacts)
• Use duplication rules on creation; trigger “merge contacts” function.
3.11 Close CRM
• Feature/Setting: Leads API (GET /api/v1/lead)
• Identify duplicates; PATCH merged updates to canonical record.
3.12 Nimble
• Feature/Setting: Contacts API (GET /contacts/list)
• Scan for duplicate emails; use PUT for updating/merging records.
3.13 Monday.com
• Feature/Setting: Boards API (query items by email field)
• Find duplicates; merge details into primary item.
3.14 SugarCRM
• Feature/Setting: REST API (/Leads/filter)
• Detect potential duplicates; PATCH merged data to canonical record.
3.15 Bitrix24
• Feature/Setting: CRM Lead API (/crm.lead.list, /crm.lead.merge)
• Find duplicates by filter; call merge method to combine records.
3.16 SAP Sales Cloud
• Feature/Setting: OData API (/LeadCollection)
• Scan for duplicate email/phone; POST merged lead data.
3.17 Marketo
• Feature/Setting: Lead API (GET /rest/v1/leads.json)
• Query duplicates; use “mergeLeads” endpoint to combine.
3.18 Google Sheets
• Feature/Setting: Apps Script (iterate, compare columns)
• Identify duplicates; automated merge and row update.
3.19 Airtable
• Feature/Setting: API (GET /v0/{baseId}/{tableName})
• Script to check for duplicates; consolidate into one record via PATCH.
3.20 Intercom
• Feature/Setting: Contacts API (GET /contacts)
• Detect using “external_id” or email; merge contacts with PUT.
Benefits
4.2. Maintains accurate sales and marketing performance metrics.
4.3. Reduces administrative workload for sales staff by preventing manual duplicate checks.
4.4. Centralizes all information and activity history under a single, unified lead profile.
4.5. Supports scaling by automating a time-consuming, error-prone business process.