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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 fields
using phone number + email to identify duplicated records
In 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
Best answer by SantosLaw
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