Features
Duplicate Detection
Configurable duplicate detection with field matching, fuzzy logic, and conflict resolution.
Duplicate detection validates incoming items against existing records before creation, preventing redundant entries across pipelines.
Configuration
Set up duplicate detection per pipeline:
- Open your pipeline settings
- Enable Duplicate Detection
- Choose which fields to match on (e.g., email, phone, company name)
- Set the match mode:
- Exact: fields must match character-for-character (case-insensitive)
- Fuzzy: fields are compared using similarity scoring, catching near matches like typos or abbreviations
- Set the scope:
- Current pipeline: only check for duplicates within the same pipeline
- All pipelines: check across every pipeline in the company
- Choose the on duplicate behavior
On duplicate behavior
| Warn | Item is created, but a duplicate warning is shown |
| Skip | Item is not created if a match is found |
| Update | Existing item is updated with the new data |
Where it applies
All creation paths use the same detection logic, ensuring consistent behavior regardless of how the item is created:
| Manual creation | Shows a warning dialog listing matched items with options to view the match, create anyway, or cancel |
| CSV import | Applies the configured on duplicate behavior row by row during import |
| Inbound webhooks | Applies the configured on duplicate behavior automatically |
| Inbound email | Applies the configured on duplicate behavior when an inbound email creates a new item |