Hi everyone,
I’m setting up a Zap that sends information from one app to another, but I’m sometimes getting duplicate records when the Zap runs more than once.
What’s the best way to check whether a record already exists before creating a new one? I’d like to avoid duplicates without making the Zap unnecessarily complicated.
Would appreciate any suggestions or best practices for handling this.
+14Hi
Depends on the apps being used in the Zap steps.
Many Zap apps have actions such as Find Record, that have a checkbox to create record if not found, so the step becomes Find/Create record.
Or you can add a Filter/Paths after to then create record if Found = False.
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