👥 Database - OV (Avoid Duplicate Contacts)

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  3. 👥 Database - OV (Avoid Duplicate Contacts)

Steps to remove duplicate contacts

Start building a contact flow

 

Add the ‘Lookup Contact’ step

Please, add the ‘Lookup Contact’ step under the ‘CRM’ section to your flow.

 

Configure the step

 

You can use various contact fields for the lookup condition

 

You can set multiple fields as conditions by clicking the ‘Add Field’ icon

💡 Please, don’t use ‘Contact ID’ as the lookup option. This field is always unique for each contact.

 

You can set the relation between conditions

 

Set action field’s value

For the dropdown ‘Action to take when Contact Matched’, please select the value ‘Delete existing older contact and keep the newest contact’

 

 

Save the settings. Please connect all the steps, and publish the flow

 


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