Lead Management & Customer AcquisitionPurpose
1.2. Merges duplicate leads into a single consolidated profile, unifying customer records, communications, and historical data for cleaner, actionable lead management.
1.3. Improves sales team efficiency, leads distribution, and supports accurate analytics and reporting by maintaining a single version of ‘truth’ for every lead.
1.4. Supports data compliance by streamlining customer information, minimizing errors, and facilitating GDPR/data privacy management.
Trigger Conditions
2.2. Scheduled database scans for existing duplicate records at set intervals.
2.3. Manual initiation by agent reviewing suspect entries in CRM.
2.4. API-based lead import from third-party sources or data vendors.
Platform Variants
3.1. Salesforce
• Feature/Setting: Duplicate Rules and Matching Rules API — configure real-time matching criteria (name, email, phone); automate merge via Process Builder/Flow.
3.2. HubSpot
• Feature/Setting: CRM duplicates API — configure duplicate detection on form submits, trigger auto-merge or review workflow via Workflows.
3.3. Microsoft Dynamics 365
• Feature/Setting: Duplicate Detection Rules — set entity rules; automate merge using Power Automate ‘Detect duplicates’ and ‘Merge records’ actions.
3.4. Zoho CRM
• Feature/Setting: Deduplication tool and API `/leads/duplicate` — automate deduplication runs post-form submission or batch import.
3.5. Pipedrive
• Feature/Setting: Merge Duplicates API (`GET /deals/duplicates`); trigger via webhook after lead creation for immediate review/merge.
3.6. Freshsales
• Feature/Setting: Duplicate Detection Settings — set auto-detect on specified fields; use Workflow Automations for merging via webhook/API.
3.7. Monday.com
• Feature/Setting: Board Automation, Integromat/Make.com — set rule to compare new entries, call API for merge/update tasks.
3.8. Google Sheets
• Feature/Setting: Google Apps Script/Duplicate Remover add-on — scheduled script scans for duplicates and prompts for merge/cleanup.
3.9. Airtable
• Feature/Setting: Script Extensions + Automations — search for duplicate emails/numbers, auto-consolidate records via script.
3.10. Intercom
• Feature/Setting: Contact Merge API (`POST /contacts/merge`) — auto-trigger when new user matches existing by email or phone.
3.11. Zendesk Sell
• Feature/Setting: Duplicate Lead Merge API — workflow triggers on lead creation to search and merge as per rules.
3.12. Marketo
• Feature/Setting: Duplicate Lead Merging via API (`leads.json/merge` endpoint) — batch process after campaign lead uploads.
3.13. Mailchimp
• Feature/Setting: List Merge API — configure auto-detection during import; trigger webhook for merged data update.
3.14. SAP C4C
• Feature/Setting: Duplicate Check Service — configure matching rules per lead fields, trigger periodic batch check/merge.
3.15. SugarCRM
• Feature/Setting: Duplicate Check API; custom workflows for flag/report and merge using SugarBPM process definitions.
3.16. Keap (Infusionsoft)
• Feature/Setting: Duplicate Contact Merge (`mergeContacts` API) — trigger on form or webhooks.
3.17. Copper CRM
• Feature/Setting: Duplicate Detectors — schedule detection on import; merge action via Contacts API.
3.18. Insightly
• Feature/Setting: Duplicate Check/Contact Merge — automate detection on import and manual batch merging.
3.19. Close CRM
• Feature/Setting: Custom API detection/merge routines — trigger on new/updated leads via webhook.
3.20. Oracle NetSuite CRM
• Feature/Setting: Duplicate Detection SuiteScript — schedule scripts for nightly duplicate scans and record merges.
Benefits
4.2. Eliminates resource-wasting redundant contacts, improving sales and support velocity.
4.3. Ensures communication, case assignment, and nurture flows reach the right customer and are not fragmented across duplicate profiles.
4.4. Maintains accurate, up-to-date analytics on lead performance, conversion, and customer service quality.
4.5. Facilitates compliance with data governance and privacy mandates by reducing unintentional data duplication and excess storage.