14 / Recipes / CRM (Salesforce, HubSpot, GoHighLevel)

Dedupe CRM contacts on a schedule

The same contact gets created two or three times, once from a form, once from an import, once from a manual add, and reports double-count them.

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How it runs

  1. 01

    Scheduled job scans contacts for likely duplicates

  2. 02

    Matches ranked by confidence rules

  3. 03

    Records merged automatically above the confidence threshold, flagged below it

What you get

  • ✓Clear duplicates merge without anyone touching them
  • ✓Ambiguous matches go to a person, not a guess
  • ✓Reports count each contact once

Tools

CRMApps Script

Time saved

Removes manual cleanup of duplicate CRM contacts.

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