Duplicates monitoring
Hi!
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?
Thank you!
Answers
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You can set up some automation using Make/Integromat.
You can also use Dedupely to dedupe the records in Pipedrive.
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Hi Marcelina!
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
Thanks,
Liz
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