I am trying to create a simple flow where I want to collate all the unique contacts from 2 CRMs into a spreadsheet and send them one email for my promotion (don’t ask why I have 2 CRMs - it is a long sob story).
The issue is, there are some names that are common in both but with different spelling or with some extra notations.
CRM1: Name = ABC
CRM2: Name = ABC1 or ABC_X
Both are the came contact but they have no common named fields (like email, phone number etc).
Is there a way for me to create a rule that ABC=ABC1 or ABC=ABC_X so that while the zaps pick them up from the CRMs, they make only one entry in the spreadsheet for my marketing promotion?
Any help would be highly appreciated.