Send duplicate lead alert for matching contact details

Your lead table shows duplicates when phone or email match but customer IDs differ, causing misrouted outreach and scheduling. Alerts notify pipeline managers to review and consolidate records same day.

Overview

Duplicate leads soak up rep time and fracture outreach; this flow catches phone-or-email duplicates and routes a clear alert to your pipeline managers. That means records are reviewed and consolidated within minutes so reps contact the right customer same day.