Is there a way or a automation to monitor duplicates? We receive leads from our website and if a person signs up for a newsletter and sends us a question through a form, this one person will be created twice in Pipedrive. Is there a way of monitoring all the duplicated entries created?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,242
You can set up some automation using Make/Integromat.
You can also use Dedupely to dedupe the records in Pipedrive.0
Liz - Pipedrive Partner and Consultant Posts: 82
I’m curious how you have your form and newsletter signup connected to Pipedrive?
If you use a tool like Zapier, you are able to add a step to Find or Create Person. This greatly reduces the number of duplicates created in situations like these.
If you'd like to learn more about Zapier, feel free to schedule a time to connect - https://www.opsdesigned.com/contact