Keep marketing ops customer records clean and duplicate-free

Marketing ops miss when new contacts match project board accounts, causing duplicate customer records. This flow finds matches and routes updates or creates new records to prevent duplicates.

Overview

Duplicate customer records break campaign targeting and muddy attribution for marketing ops. This matching-and-upsert workflow ensures new contacts map to project board accounts or create clean records, eliminating duplicate-caused misrouting so campaigns and reporting remain accurate.

Notable Features

Check new contacts against board
Route updates to matching accounts
Eliminate duplicate customer records