Zoho CRM Create/Update Module Entry: Creating Duplicate leads instead of updating a record.

Question

This post has been edited by a moderator to remove personal information. Please remember that this is a public forum and to remove any sensitive information prior to posting.Hello,I’ve created a zap between Zoho CRM and CallRail so each time a call is complete a new record is created “or” update in the Leads module. However, although I tried to use email / custom value and each of those independently too, I keep getting duplicated leads on my CRM system. Next are the images of the “duplicate check fields”:only using phone number as value to identify duplicate fieldsusing phone number + email to identify duplicated recordsIn both cases, Zapier is capturing each lead data as new and I’m getting duplicated records in my system.The question is: how to fix this? The goal is to have single unique lead records regardless how many completed call they made (tracked through CallRail)Thanks

SantosLaw · Accepted Answer

Hey there,The solution was found by enabling “unique fields” in Zoho, meaning that zapier can enable recognizing unique values when adding a new record….

Troy Tessalone · Answer

Hi@SantosLawGood question.These are standardized dropdown fields, so you probably want to select “Phone” instead of mapping a dynamic value for phone.Both email and phone dynamic variables should be mapped into other fields in the Zap action step.

Useful links

Code of conduct

Using the Community

Community expectations

Useful links

Code of conduct

Using the Community

Community expectations

Sign up

Use your Zapier credentials

Log in to the Community

Use your Zapier credentials

Scanning file for viruses.

This file cannot be downloaded