Handle lead deduplication in Zendesk Sell
Hi!
We had a big contact list that we imported to leads. Currently, we have multiple contacts in our leads and want to avoid any accidental outreach to former clients or duplicate contacts. While manual deduplication is an option, it would be really time-consuming. We'd prefer to explore built-in features or best practices within Zendesk Sell.
Could you please provide us with your expert guidance on how to effectively handle lead deduplication in Zendesk Sell? Any tips, automated solutions, or recommended workflows would be greatly appreciated.
Best regards,
Viktória
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We have new leads come in all the time that are already customers and it creates a new lead rather than add to the existing customer. The email addresses are the same but they never merge. It's annoying. I hope we get an answer to this one. Thank you
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Hi both,
Just found your question since I was trying to find the answer to some other question. But I think I can help.
There are some options:
1) Using the duplicate lead manager widget that you can download from the marketplace. It tells you if the lead or company already exists (as lead or contact) and you can merge them more easily > https://www.zendesk.com/marketplace/apps/sell/243427/duplicate-lead-manager/?queryID=a1407ee18b1400f8ccd5c96062eb998d
2) Set up the duplication rules in the settings so that when you convert the lead they'll merge
3) Make sure that whatever integration you are using before they enter already checks if the lead exists and update them rather than creating another one.I hope it helps!
Cheers, Julia
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Thanks Julia,
I've installed to give it a go. I notice that Zendesk have a built in duplicate manager but it's never worked for me. Hopefully this plug in does. Also, it may have changed since you last used it. The settings don't offer any options. It's just plug in and go.
Appreciate your assistance, thanks for posting :-)
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You're welcome Kate. I agree about the duplicate manager, it's very specific or not specific enough sometimes.
The widget does create visibility, but not ideal.
So your post is still relevant for Zendesk to have a look at how to further improve this super common issue!
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