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Look for any approximate match in a google sheets or salesforce

  • 25 July 2024
  • 1 reply
  • 12 views

This seems to me like something that I should be able to do with Zapier, but I’m not sure which tools/actions to use. Any insights? 

  • Use case: Users are creating duplicate accounts when they register with a new email. 

I already have a Zap for creating slack alerts when new users sign up. I’m thinking I could add a step that looks for an approximate match based on the username or email in an existing data set (google sheet or salesforce object, both are options) and returns any that might be the same user. 

1 reply

Userlevel 7
Badge +14

Hi @ddpancratz 

Fuzzy matching logic can be tricky.

You would have to further define the logic for how you are trying to search for similar matches.

You may want to use AI (OpenAI, ChatGPT) in the Zap to help, but even then that could have variable results.

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