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Asked a question 2 years ago

Hi guys! Is there a way to put a filter to prevent duplicate deals or people when leads come from different CRMs? Thank you

Mike van der Valk Pipedrive Employee
How are these deals coming from the other CRM to Pipedrive right now? Nelly
Nelly
Mike van der Valk , they come from Follow up boss via zapier
Mike van der Valk Pipedrive Employee
Nelly thanks then you can best use Zapier to check if a deal exists before you let Zapier create a new one. This is the best solution for you.
Nelly

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