1.Schedules daily job start
Integrate Schedule by Zapier and automation scheduling tools to start the daily workflow run for deal deduplication triage.
Create duplicate deal records for sales ops review daily
Automatically check your CRM for deals that may duplicate across Webhooks by Zapier and Zapier Tables every day. Create and update daily exception records for sales ops review when schedule runs and suspected duplicates resolve to contact emailsβso you can triage without manual deduping.
How this automation logs suspected duplicate deals for triage
When daily schedule runs for deal pipelines, duplicates can slip through review and waste sales ops time. This automation pulls deal lists, resolves contact emails, and creates Zapier Tables recordsβso your team can triage suspected duplicates faster.
Schedule by Zapieror swap with your favorite app
2.Gets deals list from CRM
Integrate Webhooks by Zapier and crm API tooling to fetch the deals list and map deal fields into loop variables.
Webhooks by Zapieror swap with your favorite app
3.Loops through deals for people
Integrate Looping by Zapier and Webhooks by Zapier to iterate deals and resolve person details for each loop item.
Looping by Zapieror swap with your favorite app
4.Creates Zapier table record
Integrate Zapier Tables and sales operations triage tools to create records for suspected duplicates using deal id, title, and email.
Zapier Tablesor swap with your favorite app
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Step 1
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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