CRM : Gérez et fusionnez les doublons

CRM : Gérez et fusionnez les doublons

Pour vos équipes marketing et vente, la génération et la gestion de leads sont sans conteste au cœur des stratégies déployées. Et si vous générez des leads depuis un certain temps, vous avez probablement rencontré un problème courant : la duplication des données dans votre plateforme CRM. Les doublons dans un CRM sont très courants, mais il existe heureusement des moyens efficaces d'empêcher leur création.
Qu'est-ce qu'un doublon au sein d'un CRM ?
 
Un doublon désigne un contact qui se retrouve plusieurs fois dans une base de données. Si cela vous arrive : rassurez- vous, vous n'êtes pas seul ! Ce type d'erreur est très courant. 
 
En présence de doublons, il faut identifier le contact maître (source) et fusionner les données, en veillant à ne pas fusionner des contacts distincts de manière incorrecte, ce qui peut être un exercice délicat.
 
Mais pas de panique : avec Zoho, la gestion des doublons est grandement facilitée.
Voici comment dans un premier temps empêcher la création des doublons, et comment supprimer les doublons identifiés.

  • Pour empêcher la création de doublons, et ainsi agir de manière proactive sur votre base de données, il vous suffit de marquer certains champs comme unique. Par exemple, si vous avez marqué le champ Numéro de téléphone comme champ unique dans le module Leads (Prospects), CRM vous alertera si vous créez un deuxième lead avec le même numéro de téléphone qu'un lead existant
  • ​Pour fusionner les doublons : si toutefois vous pensez que des doublons sont toujours présents dans votre base de données, vous pouvez utiliser les outils de déduplication de Zoho CRM pour les fusionner.
 
Trouver et fusionner des doublons
 
Cette fonctionnalité sera idéal si vous savez déjà qu'un doublon existe, et que vous souhaitez le fusionner de manière isolée. Nous allons vous montrer son fonctionnement pas à pas : après avoir suivi ce guide, vous maîtriserez la fusion de contacts !
 
Pour ce faire, commencez par vous rendre sur la fiche du contact. Cliquez ensuite sur les trois points situés en haut à droite sur la fiche. Un volet se déroulera, vous pourrez cliquer ensuite sur "Rechercher et fusionner les doublons".



Vous aurez ensuite la possibilité de filtrer vos critères de recherche. Nous vous recommandons de choisir un filtrage par nom de famille. De cette manière, si l'un de vos contacts est inscrit dans votre base de donnée sous une autre adresse e-mail, il sera automatiquement détecté :



Après avoir cliqué sur Rechercher, les résultats seront immédiatement disponibles :



Sur cet exemple, on peut constater que le même contact est présent avec le même numéro de téléphone, mais possède une adresse e-mail différente. Il s'agit donc d'un doublon. Cliquez ensuite sur "Suivant" pour passer à l'étape suivante.
 
Vous aurez ensuite face à vous une interface qui vous permettra de choisir quelles données de votre client conserver. Pour cet exemple, nous choisissons de conserver l'adresse e-mail au format "Outlook". Vous avez la possibilité de choisir n'importe quel champs : origine du prospect, nom du compte, numéro de téléphone etc.



Félicitations ! Votre doublon est désormais fusionné !
Pour vérifier que le doublon a bien été fusionné, vous pouvez vous rendre sur l'historique du contact pour retrouver le fil des modifications :






    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources

                                                • Sticky Posts

                                                • CRM - Astuce #5 : Effectuer des actions en masses

                                                  Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en

                                                • Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

                                                  Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher

                                                • Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

                                                  Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,

                                                • CRM Blueprint #5: Glossaire

                                                  Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,

                                                • CRM : Ajoutez de la couleur à vos balises CRM

                                                  Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Top Menu Disappeared from Blog Page

                                                                                                    Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

                                                                                                  • Managing Prepaid Hours for Consulting

                                                                                                    We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?

                                                                                                  • ZOHO Widget SDK not loading in html

                                                                                                    I have this code below, I have imported the widgetsdk however I get the error shown in the image, I have tried many different ways of importing and initiating the function ZOHO but nothing is working. can someone explain what I'm doing wrong, if I am

                                                                                                  • Enhancements to Zoho Corp Help Center "Team Requests" View

                                                                                                    Dear Zoho Team, I hope this message finds you well. The ability to view both my tickets and my team’s tickets in the Zoho Corp Help Center is a fantastic feature, especially as the focal point for Zoho in our organization. However, we’ve encountered a

                                                                                                  • Allow Multiple Scheduled Appointments with Zoho Support

                                                                                                    Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling

                                                                                                  • Projectwise budget ---

                                                                                                    Can we have a Project wise subject in addition to the Monthly, and quarterly ACCOUNT LEVEL budget?

                                                                                                  • WorkDrive API Documentation

                                                                                                    WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.

                                                                                                  • Error 403: Forbidden When Updating Email Signature via API

                                                                                                    Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden

                                                                                                  • Who can see draft replies on tickets?

                                                                                                    We have noticed that we are able to see draft replies made by other agents. Which settings can limit this visibility? It makes sense to me that admins and the agent who created the draft would be able to see the draft, but no one else. How can we make

                                                                                                  • Serious question: Are there actually "solo-preneurs"/small business owners who made Zoho-one work well for them?

                                                                                                    L.S. After already many years of continued struggle with Zoho-One, I am seriously wondering if there are actually solo-preneurs (one person small business owners - without a large, dedicated IT dept.) who got it (Zoho-One) to work well for their businesses.

                                                                                                  • Major iOS issues when accessing forms via the browser

                                                                                                    Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential

                                                                                                  • All notes disappeared

                                                                                                    I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

                                                                                                  • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

                                                                                                    Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

                                                                                                  • How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

                                                                                                    Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

                                                                                                  • Work Orders / Bundle Requests

                                                                                                    Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

                                                                                                  • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

                                                                                                    The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

                                                                                                  • QR codes in templates

                                                                                                    I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

                                                                                                  • Button Display Conditions

                                                                                                    Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

                                                                                                  • Knowledge base: The nitty-gritty of SEO tags

                                                                                                    A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

                                                                                                  • Social Media Simplified with Zoho Social: Make the best out of the publishing calendar

                                                                                                    Are you a marketer who likes visualizing your plan of action before you start social media posting? Are you part of a team that works on social media on a rotational basis, so the most important task is to collaborate to avoid overlap and confusion? Or

                                                                                                  • Custom function daily limit and procedural programming

                                                                                                    Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't run for the rest of the day. I have to mop these up the following day and there is no guarantee that I will get it right. Therefore, I can't afford to waste any. Procedural programming has been around for over 50 years now and it greatly simplifies

                                                                                                  • Unified customer portal login

                                                                                                    As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

                                                                                                  • Welcome Link Expired

                                                                                                    Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

                                                                                                  • New enhancements: Changing portal users' email addresses and new customization options for templates

                                                                                                    Dear All, Portals have enabled organizations to extend access to various CRM modules to their customers, vendors, partners, and end users, per their business requirements. When a portal is created, an invitation email is sent to portal users with a link

                                                                                                  • Granular Time Frame Settings for Message Deletion and Editing in Zoho Cliq

                                                                                                    Dear Zoho Team, I hope you're doing well. Currently, the settings for message deletion and editing in Zoho Cliq are configured globally under: Admin Panel > Organisation > Configurations > Conversations Delete messages: Time frame to allow message deletion

                                                                                                  • New Built In QR/Barcode Generator Print Settings

                                                                                                    I'm trying out the new QR/Barcode generator field in Creator. I would think most people will want to print these, like I do. I am not seeing any way to control the height or width of the barcode for printing (inside the print/pdf template builder). The

                                                                                                  • Zoho One. Client Script

                                                                                                    Hi, I would like to know if the Client Script feature is available in Zoho One. If it's, how can I enable it?

                                                                                                  • Calendar View for Zoho Tickets

                                                                                                    Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.

                                                                                                  • Delete / Modify Default Career Site - Zoho Recruit

                                                                                                    Hello, It would be very useful if we could delete a default career site or change which of our career site is the default. Our Career site was created when there were issues with Zoho Recruit creating English CTA buttons on French Career sites. The only

                                                                                                  • Workflows for Timesheet

                                                                                                    Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

                                                                                                  • Is it possible to hide Developer Space for all user in Zoho Projects

                                                                                                    Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.

                                                                                                  • Introducing automation and utility conversations in WhatsApp marketing

                                                                                                    We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

                                                                                                  • Extracting data from cells in zoho sheets for zoho books

                                                                                                    I am currently uploading my bank statment in excel format to zoho workdrive. I would like flow to extract certain data and send it to zoho books. Would scripting in zoho flow be able to help me with this? By this I mean should I attempt this in zoho flow

                                                                                                  • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

                                                                                                    Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

                                                                                                  • Pulling Specific Products from Sales Orders in Books to a CRM Record

                                                                                                    We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

                                                                                                  • Você já viu os cursos do Zoho Mind?

                                                                                                    Pessoal, Tem uma plataforma da Zoho chamada Zoho Mind, muito interessante os cursos e vídeos tutoriais que lá possui. Para a turma do Zoho Creator, tem uma dica de Buscar dados em Formulário, segue o link e clique em Zoho Creator. https://www.zohomind.com.br/#/videostutoriais

                                                                                                  • Como gerar gatilhos para pagamento de impostos no Zoho Books?

                                                                                                    Olá Pessoal, boa tarde! Gostaria de saber como vocês estão escriturando os impostos a pagar no Zoho Books. Vi que temos a opção de Bills, porém se eu escriturar nesta aba do Zoho Books para gerar lembretes de tempo de vencimento por exemplo vai refletir

                                                                                                  • Subform Time field to string.

                                                                                                    Good afternoon All. I have a Subform 'Delivery_Receiving_Hours' that captures Day (Dropdown), Time_Open (Time), and Time_Close (Time). I need to capture this data and send it to a multiline field in the CRM. The code, posted below, below will capture

                                                                                                  • workflow for bounced email gets triggered, but email is status = opened

                                                                                                    Hello, I have a workflow that sends me an email if outgoing email are bounced. Now I got some kind of this emails, but the corrosponding contacts have status = open at the email. Why this bounce-workflow is triggered? Reports > Email Reports > Bounce

                                                                                                  • Data export

                                                                                                    I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please

                                                                                                  • Next Page