The widget has everything you might need when fixing duplicates: manual search and bulk merging, warning about duplicates, automatic search for duplicates by trigger in the autofunnel
Demo period for 7 days
Widget setup
Go to the "Analytics" section and click on the "Search for duplicates" tab
Select the desired entity for the search (lead / contact / company) and the field within which duplicates will be searched
Wait for the completion of the collection of the database and the search for duplicates
For mass selection, click "Select All" and "Merge Automatically"
If you want to merge only one pair - click the "Merge" button to the right of the pair
Automatic merge on creation
The widget is able to automatically check and merge leads, contacts, or companies by launching a trigger in the Digital Pipeline (auto funnel)
Flexible configuration is built-in and validation is supported by all available fields
The widget searches for any entity
With the widget you can:
Search by any parameter (field) of the entity, both available from standard (name, phone, email) and from additional fields
After the widget processes the base, you have the opportunity to select all pairs of duplicates and click the "Merge automatically" button - in this case, the widget will mass merge the duplicates
There is also a manual combination of a pair by pressing the "Combine" button
Flexibly adjust the conditions for searching for a duplicate of a deal - by a single contact, or company; in certain funnels
If a duplicate is found in the lead/contact/company card, a "Duplicate" plate will be added, when you click on it, you can merge
