I am using Google Sheets to trigger a Zap to import my leads into my CRM (Apto - which is a part of SalesForce).
I want to search my Database by E-mail and Phone # before adding my "new" contact into my CRM.
How can I check my existing database to make sure it doesn't include any of the new leads from my Google Sheet, so that I won't create Duplicate Records in my CRM?
Please help! Thank you.
Best answer by DanversView original