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.

Sales

Updated September 2026

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STEP01TriggerSCHEDULED JOB SCANS CONTACTS FORLIKELY DUPLICATESSTEP02RankMATCHES RANKED BY CONFIDENCERULESSTEP03MergeRECORDS MERGED AUTOMATICALLYABOVE THE CONFIDENCE THRESHOLD,FLAGGED BELOW ITSALESSTEP 01TriggerSCHEDULED JOB SCANSCONTACTS FOR LIKELYDUPLICATESSTEP 02RankMATCHES RANKED BYCONFIDENCE RULESSTEP 03MergeRECORDS MERGEDAUTOMATICALLY ABOVETHE CONFIDENCETHRESHOLD, FLAGGED BE…
DwgHow it runs
SheetRecipe
RevSeptember 2026

Duplicate CRM contacts created from forms, imports, and manual adds can be found on a schedule, ranked by confidence rules, merged automatically above your threshold, and flagged for a person below it. Evenops builds the matching logic as code you own, so reports count each contact once and ambiguous matches never get merged by a guess.

How does it run?

3 steps
  1. Step 01Trigger

    Scheduled job scans contacts for likely duplicates

  2. Step 02Rank

    Matches ranked by confidence rules

  3. Step 03Merge

    Records merged automatically above the confidence threshold, flagged below it

What do you get?

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

Which tools does it use?

CRMApps Script

Time saved

Removes manual cleanup of duplicate CRM contacts.

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