Lead Management & QualificationPurpose
1.2. Automates lead validation by comparing new or existing entries based on configurable criteria (email, phone, name, project address).
1.3. Automatedly merges duplicate lead data into a single, up-to-date record without data loss or manual effort.
1.4. Eliminates manual checking, improves lead tracking accuracy, and automates contact assignment to the right consultant.
1.5. Automates periodic scans to detect duplicate entries created by various channels (webforms, email, partner integrations).
1.6. Maintains a reliable lead pipeline by automating record maintenance and qualification scoring for Asbestos testing leads.
Trigger Conditions
2.2. Triggers on manual lead submission via webforms, email parsing, or external integrations.
2.3. Periodic, scheduled trigger (e.g., nightly) for duplicate scan across all leads.
2.4. Triggers upon API call from a lead source partner or internal tool adding new data.
2.5. Triggers when updating a lead’s contact detail fields.
Platform Variants
3.1. Salesforce
• Feature/Setting: Use Duplicate Rules, Matching Rules, and the REST API `/services/data/vXX.X/sobjects/Lead` for automated duplicate search/merge.
3.2. HubSpot
• Feature/Setting: Contact Management API (`/crm/v3/objects/contacts`), property comparison and automated merge endpoint.
3.3. Zoho CRM
• Feature/Setting: Deduplication API (`/crm/v2/Leads/actions/duplicate_check`), automatic rule-based merging.
3.4. Microsoft Dynamics 365
• Feature/Setting: Duplicate Detection Rules, Lead Entity API (`/api/data/v9.0/leads`), automated workflows for deduplication.
3.5. Pipedrive
• Feature/Setting: Person API (`/v1/persons/find`), webhooks, custom field compare and automated merging functions.
3.6. Freshsales
• Feature/Setting: Lead deduplication via Contacts API (`/api/leads/duplicate_check`), automation rules setup.
3.7. Monday.com
• Feature/Setting: GraphQL API for board item search and merge, automations for duplicate detection triggers.
3.8. Close.com
• Feature/Setting: Lead API (`/api/v1/lead/`), smart ID duplicate checks and automated updates.
3.9. Insightly
• Feature/Setting: Contacts API duplicate endpoint, workflow automations for triggered merging.
3.10. SugarCRM
• Feature/Setting: Duplicate Merge module, REST API for automating search on lead creation.
3.11. Copper
• Feature/Setting: People API (`/people/search`) with duplicate flag, automated deduplication workflows.
3.12. Keap (Infusionsoft)
• Feature/Setting: REST Contact API (`/contacts` + query), deduplication trigger, automated merge process.
3.13. ActiveCampaign
• Feature/Setting: Contact API (`/api/3/contacts`), automation for duplicates on import/entry.
3.14. Bitrix24
• Feature/Setting: Duplicate Control via CRM API (`crm.duplicate.findbycomm`), automated merging.
3.15. Nimble
• Feature/Setting: Contact API with `match` query, daily automated deduplication routines.
3.16. Highrise
• Feature/Setting: Contacts API (`/contacts/search.xml?term=...`), automated dedupe logic.
3.17. Marketo
• Feature/Setting: Lead Management API, triggering merge operations via `/rest/v1/leads/merge.json`.
3.18. SAP Sales Cloud
• Feature/Setting: Duplicate Check Algorithm, OData API to automate search and resolve.
3.19. Google Sheets (using Apps Script)
• Feature/Setting: Automated script for row comparison, auto-merging duplicate entries.
3.20. Airtable
• Feature/Setting: Automations with record linking, Duplicate Record Automator via script or API.
Benefits
4.2. Increases consultant productivity by removing manual duplicate checks.
4.3. Automatedly accelerates lead qualification and assignment process.
4.4. Improves response times and client engagement by merging key info.
4.5. Strengthens data-driven decision-making by maintaining a trustworthy, up-to-date CRM database.
4.6. Reduces risk of repeated client contact or miscommunication due to duplicate records.
4.7. Automatable at scale, supporting business growth and increased lead volume.