Jun 18 • General discussion
Avoid Duplicate Leads in Your CRM
Quick tip for anyone syncing call data to a CRM…
You don’t want your CRM flooded with duplicate contacts
Here’s how I avoid it:
- In Zapier (or GoHighLevel), add a “Find Contact” step before adding anyone new
- If the contact exists, update them
- If not, create the new record
That’s it. Simple logic and keeps the system clean
This tiny fix has saved my clients and I cleanup time.
If you’re not doing this yet start today.
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Avoid Duplicate Leads in Your CRM
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