Duplicate lead detection and merging

Purpose

1.1. Automate detection and merging of duplicate leads across multiple CRMs and sales channels in modular home sales.
1.2. Prevent data silos, inconsistent follow-ups, and duplicative outreach within large dealer networks.
1.3. Automate consolidating lead data from web forms, chatbots, phone inquiries, and external sources.
1.4. Increase accuracy in lead qualification and sales reporting by automatedly identifying and merging records.
1.5. Automate assignment of merged leads to appropriate sales teams or automated drip campaigns.

Trigger Conditions

2.1. Automatedly triggered when a new lead is created/ingested into the CRM or contact database.
2.2. Scheduled automated scans (e.g., daily, hourly) of the full lead database to check for duplicate variations.
2.3. Manual user initiation (via dashboard/API) to run a duplicate search-merge automation.
2.4. Automated trigger upon activity spikes (e.g., high-volume inbound periods).
2.5. Triggered by incoming lead data from external portals, third-party integrations, or marketing campaign tools.

Platform Variants

3.1. Salesforce
- Feature/Setting: Duplicate Rules & Matching Rules; API endpoint: /vXX.0/sobjects/Lead/; automate merging via Merge API.
3.2. HubSpot
- Feature/Setting: Contact Merge, Duplicate Management; API endpoint: /crm/v3/objects/contacts/merge; automating deduplication rules.
3.3. Zoho CRM
- Feature/Setting: Deduplication Tool; API endpoint: /leads/upsert, /leads/merge; automates scheduled dedupe scans.
3.4. Microsoft Dynamics 365
- Feature/Setting: Duplicate Detection Jobs; API endpoint: /api/data/v9.0/DetectDuplicates; automate merging logic configuration.
3.5. Pipedrive
- Feature/Setting: Merge Duplicates; API endpoint: /deals/merge; automate detection via webhook triggers.
3.6. Freshsales
- Feature/Setting: Duplicate Detection; API endpoint: /api/contacts/merge; automate background deduplication.
3.7. Copper
- Feature/Setting: Automated Duplicate Prevention; API endpoint: /v1/people/merge; automating on create/update.
3.8. Insightly
- Feature/Setting: Merge Duplicates; API endpoint: /v3.1/Contacts/merge; automate via batch jobs.
3.9. monday.com
- Feature/Setting: Automations center, Integrations; automation for duplicate detection via custom column mapping.
3.10. ActiveCampaign
- Feature/Setting: Contact Management automations; API endpoint: /api/3/contacts/sync; automates deduplication on import.
3.11. Intercom
- Feature/Setting: User Merge; API endpoint: /users/merge; automated duplicate inbox merging.
3.12. SugarCRM
- Feature/Setting: Deduplicate Leads; API endpoint: /rest/v11_2/Leads/deduplicate; automate scheduled tasks.
3.13. Nimble
- Feature/Setting: Merge Contacts; API endpoint: /contacts/merge; automate merge action in workflows.
3.14. Apptivo
- Feature/Setting: Duplicate Leads Detection; API endpoint: /leads/merge; automating periodic scans.
3.15. Bitrix24
- Feature/Setting: Duplicate Control; API endpoint: /crm.lead.merge/; automatable detection & resolution.
3.16. Less Annoying CRM
- Feature/Setting: Duplicate Checker; automatic scan each new submission via API.
3.17. Close.io
- Feature/Setting: Merge Leads; API endpoint: /lead/merge/; automate via webhook.
3.18. Keap (Infusionsoft)
- Feature/Setting: Duplicate Check tool; API endpoint: /contacts/merge; automate during campaign flows.
3.19. Pipefy
- Feature/Setting: Card Automation, Duplicate Finder; automate with integration services.
3.20. Google Sheets + Scripts
- Feature/Setting: Google Apps Script for automated duplicate row detection & merge on lead forms.
3.21. Marketo
- Feature/Setting: Smart List, Merge Leads via Rest API /rest/v1/leads/merge.json; automate with scheduled campaigns.
3.22. Airtable
- Feature/Setting: Automations + Scripting block; automate duplicate row detection and merging using custom scripts.

Benefits

4.1. Automatedly eliminates redundant data and ensures clean, unified CRM for accurate reporting.
4.2. Automates improved response times by routing consolidated leads to the right sales owner.
4.3. Automated workflow reduces manual overhead, boosting productivity and efficiency.
4.4. Prevention of duplicate follow-ups, automating a seamless prospect experience.
4.5. Automates better analytics by ensuring a unique source of truth for modular home leads.
4.6. Facilitates automation of personalized communication by unifying contact histories and preferences.