1.Detects new contact creation
Integrate HubSpot to detect new contact entries and trigger deduplication review when phone data is present.
Merge duplicate contacts and create review tasks for sales
Automatically detect new contact events across HubSpot and normalize phone inputs using Code by Zapier. Create and update when duplicates are clear or ambiguousβso you can merge duplicates, create review tasks, and notify sales in Slack without manual deduplication.
How this automation merges duplicate contacts in your CRM
When new contact events happen in HubSpot, duplicate records can clutter pipelines and slow follow-up. This automation normalizes phone data and searches CRM matches and applies merge actions or review tasks and sends Slack notificationsβso your team can fix duplicates faster without manual deduplication.
HubSpotor swap with your favorite app
2.Normalizes phone inputs
Integrate Code by Zapier and phone normalization tools to map incoming phone fields into standardized international numbers for lookup.
Code by Zapieror swap with your favorite app
3.Searches CRM by phone
Integrate Webhooks by Zapier and CRM lookup systems to search HubSpot by normalized phone values and return match IDs.
Webhooks by Zapieror swap with your favorite app
4.Summarizes and selects primary contact
Integrate AI by Zapier and AI matching tools to summarize results, identify newest vs older records, and flag email conflicts.
AI by Zapieror swap with your favorite app
5.Merges or creates review tasks
Integrate HubSpot to merge clear duplicate contacts or create an engagement task with the AI summary for ambiguous sets.
6.Notifies sales review channel
Integrate Slack and task notification channels to send the AI summary and the CRM task link for manual review.
Slackor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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