1.Captures incoming user payload
Integrate Totango, CRM mapping tools, and identifier fields to capture the incoming user payload and external user identifier.
Delete duplicate CRM users and notify ops for review
Automatically detect new user records with external user ID set across Totango, Webhooks by Zapier, and Slack. Automatically delete stale CRM duplicates and notify ops when external user IDs arrive, multiple matches are found, or single stale matches appearβso you can search duplicates, remove stale users, and triage exceptions without manual deduplication.
How this automation protects CRM user records
When new user records with external IDs land, duplicate CRM users can silently accumulate and break reporting accuracy. This automation captures Totango user payloads, searches matches, deletes a single stale record, and notifies ops when multiple matches appearβso your team can fix duplicates faster.
Totangoor swap with your favorite app
2.Searches CRM for matching users
Integrate Webhooks by Zapier and CRM search endpoints to POST a search query and return match count and matched user identifiers.
Webhooks by Zapieror swap with your favorite app
3.Continues only on single match
Integrate Filter by Zapier and routing rules to continue only when search results return exactly one stale matching user.
Filter by Zapieror swap with your favorite app
4.Deletes the stale matched user
Integrate Webhooks by Zapier and CRM delete endpoints to DELETE the matched user record using the account identifier and user identifier.
5.Sends ops message for multi-match review
Integrate Slack and ops triage workflows to send a channel message with the external ID, hit count, and review links.
Slackor swap with your favorite app
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