Merge from Workflows

[pokeefe]

We often have objects (tickets, companies, contacts) that have duplicates. This most commonly occurs when we have similar voicemails that come in from AirCall. 

It would be great to be able to create a workflow to automatically merge objects based on specified criteria.

[Jnix284]

We had a similar issue with CallTrackingMetrics, definitely need some automation with app integration criteria.

[FlywheelKinetic]

Could definitely use this on Contacts coming through due to imperfect imports - alleviate the thousands of duplicates we see a month.

[JHill26]

I want companies to be automatically merged if they have the same domain and their lifeycle stage is blank.

[DBrewington]

Love this idea and would benefit from it.

[JDutton]

I agree this would be great. This/ way we could set up our own rules for it, and also process landing page submissions before before assiging other steps to them. 

[jgillan]

Yes this is crucial and would be extremely handy. 

[NGilkes]

This would make life so much easier! 

[ThaisCampbell]

+1 - For tickets! 

[LBom2]

We have a similar problem but then with deals. our reps create an opportunity and then when a deal converts our backend creates a new deal and places it in the closed won stage. This is causing that we have two deals so it would be great if we can merge them through a workflow

[21641011]

+1 - Creating new companies through Form Submissions is a major pain.

[glebs]

Would be great to have this!

For any contact, if Linkedin = Linkedin (not empty), then merge into oldest contact.

For companies, if website = website (not empty), then merge into oldest company. 

[LauraLehmkuhl]

Yes please, this would be so helpful for merging tickets automatically!

[ENguyen5]

+1 needed