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

  • 21 March 2023
  • 3 replies
  • 193 views

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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

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Best answer by SantosLaw 18 April 2023, 15:40

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3 replies

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….

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Hi @SantosLaw,

Glad to know you were able to get it sorted!

If you have any other questions, please don’t hesitate to post them in the Community. We’re always happy to help! 🤗

 

Userlevel 7
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Hi @SantosLaw 

Good 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.