Jun 27, 2021 1:03 AM
We are a call center essentially so some of our leads that come from outside vendors do not have an email associated. We are about to implement Hubspot CRM companywide so it is imperative that we can create a record without an email.
I am guessing we can create a workflow with the new Operations Hub custom coding to associate records or merge based on another key field. Would this be a correct assumption?
Let us assume that our logic is:
Right now, about 90% of our duplicates would be resolved with the aforementioned logic. Most contacts share same phone number and name but have different email. A majority of the similar emails are incorrect by minor spelling, an added digit or same prefix but different domain (yahoo.com vs gmail.com), etc.
This is a typical example:
Does anyone have a similar situation or knows the best way for us to create these workflows that do not rely on the primary email. I’d like to ask the community for your help!
Jun 29, 2021 11:54 AM
Jul 2, 2021 8:44 AM
Your approach seems correct, on creation/update of a new contact, you can search for similar contacts using search API - https://developers.hubspot.com/docs/api/crm/search
And then execute your conditions and update the contact and delete duplicate one, but as you want to keep the recent one as primary you might think of updating the old contact to keep activities and histories alive.