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Question

Data duplicate on Pipedrive


Luis Santana

I need to avoid sending lead duplicates to Pipedrive. I’ve tried using filters and conditions but it didn’t work. I’ve even tried the Pipedrive's native solution such as “find or create a deal/organization/person”.
If people send their data twice or more, I must not send  the redundant ones  to Pipedrive. I need  to  send  just the first one.

Can anyone help me?
 

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Troy Tessalone
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Hi @Luis Santana 

Pipedeive Find/Create Org/Person/Deal is the right action to use.

Make sure you are matching using  a unique data point, such as email address for the Person.

Can you provide screenshots of how your Zap steps are configured?


Luis Santana

 


MarijnVerdult
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@Luis Santana - The setup looks right but I would avoid searching on phone number due to possible small changes in formatting (with or without country code, with or without spaces, without or without a dash, the options are endless)

As ​​​@Troy Tessalone, it’s best to search for a unique data point; email address is normally speaking a safer way!


Luis Santana

 @MarijnVerdult  - There’s no possibilty small changes in formatting phone number beacuse of the field mask script. As you guys can see on my landing page: https://lp.pegaki.com.br/pontopegaki
It’s in Portuguese, so phone number in this case is “Telefone”.

 

Phone number is more important in our business model. I already tried search by email and didn't work too.


Troy Tessalone
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@Luis Santana 

To troubleshoot further, best would be to check the Zap Runs history details for the DATA IN/OUT for each step to determine why the existing record is not being found: https://zapier.com/app/history/

Perhaps when the phone number is being added to Pipedrive the format is getting converted by Pipedrive.

If you are still having issues, you can open a ticket with Zapier Support here: https://zapier.com/app/get-help


AndrewJDavison_Luhhu
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@Luis Santana 
Just checking in to see if you still need help with this?